Objectif Lune Capture on the Go - 1.6 Instruction Manual
User Guide
Version:1.6.1
User Guide
Version 1.6.1
Last Revision:2017-04-12
Objectif Lune, Inc.
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Montréal, QC, Canada, H1V 2C8
+1 (514) 875-5863
sales@ca.objectiflune.com
www.objectiflune.com
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without notice.
Table of Contents
Table of Contents 4
What Is Capture OnTheGo 6
What Capture OnTheGo Can Do for You 6
The Capture OnTheGo App's Main Features 8
The Capture OnTheGo Architecture 9
Managing a Capture OnTheGo Solution 9
Software 10
Licenses 10
Template Design 11
How it works 13
The Basic Processes Involved in the Capture OnTheGo Workflow 15
The process that publishes a document 15
Configuring an Output to Capture OnTheGo Plugin 17
Repository Tab 17
Deposit Tab 17
Advanced Tab 18
The process that replies to document requests from Capture OnTheGo users 20
The Process that Receives Data from Capture OnTheGo Users 22
Using the Capture OnTheGo Server Console 24
Managing Users 25
Adding a User 26
Changing a User 27
Removing a User 27
Managing Groups 27
Adding a Group 28
Changing a Group 28
Removing a Group 28
Managing Documents 28
Viewing a Document’s Details 29
Removing Documents 30
Changing the Look of the Capture OnTheGo App 30
Using the Capture OnTheGo App 31
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System Requirements 31
The Main Menu 31
Your Library 32
Viewing a Downloaded document 33
Reordering Documents in your Library 33
Deleting Downloaded documents 33
Your Repository 33
Downloading a Document 34
Working with Capture OnTheGo Documents 34
General Document Options 35
Top Document Toolbar 35
Bottom Document Toolbar 36
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What Is Capture OnTheGo
Capture OnTheGo is a solution that brings forms into the digital age. Good bye paper forms,
hello e-forms. PlanetPress® or PReS® Connect creates these e-forms that you can download
to your mobile device (iOS, Android or Windows 10). You can then add text, pictures,
annotations, numbers, dates, signatures, as well as validate the forms, whether online or offline.
It also lets you distribute and manage PDF documents, such as guides or disclaimers.
Capture OnTheGo lets you:
l Upload and store graphic rich HTML forms and PDF documents to your devices via the
internet using a Wi-Fi or other mobile telecommunications technology.
l Fill in HTML forms, add pictures, sign the forms, and send the collected information back
to your office via the internet.
Capture OnTheGo is a natural fit for:
l All organizations that need information to flow fast and efficiently to and from employees,
clients and systems.
l All people who need to go on the road and use various forms to give out, fill on the go,
and gather information.
What Capture OnTheGo Can Do for You
l Bring information gathering to unheard of levels of efficiency.
l Since your people on the road can access forms remotely, they don’t have to go
back to the office when they don’t have the right form. They just download it.
l They need to send visual confirmations? They can simply take pictures on-site that
are added directly within the forms.
l You need signatures for legal reasons, they are added to the form as well.
l And everything, data, pictures and signatures can be sent back to the office via the
internet in real time, or when a connection becomes available.
l Speed up your processes and save you money.
l With Capture OnTheGo, the information on which your organization depends can
flow to and from your systems in real time.
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l Since Capture OnTheGo can interact directly with your systems, there is no manual
data entry. No one needs to enter the data collected by your people on the road.
Capture OnTheGo sends the data, the pictures and the signatures right to your
systems.
l Capture OnTheGo can also perform other tasks for you. It can automatically send
copies of filled forms to your clients, for instance.
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The Capture OnTheGo App's Main Features
Capture OnTheGo users can do the following:
l Download PDF documents, such as user guides or data sheets.
l Download HTML forms that can be filled out directly on mobile devices. These forms can
be blank, but in most cases they will contain information that needs to be completed or
validated.
l
Here are some of the form actions that Capture OnTheGo users can do on their mobile
device:
l Select relevant information using drop-down menus
l Select options using checkboxes or radio-buttons
l Fill in text boxes
l Edit the information that’s already there
l Add notes
l Highlight information
l Add or edit dates (using an integrated calendar) and times
l Add pictures, either by selecting existing ones, or by using the device’s camera to
create new ones
l Make picture annotations
l Specify their location based on GPS coordinates
l Add signatures.
l Send back the information at the click of a button once the form is completed. Note that
only the information is sent over the internet. The received information and the forms are
reassembled by PlanetPress® or PReS® Workflow on your servers.
In reality, Capture OnTheGo lets users perform any form action that is compatible with the
Apache Cordova set of device APIs as well as regular HTML form data.
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The Capture OnTheGo Architecture
The Capture OnTheGo solution is composed of four separate parts:
l PlanetPress® or PReS® Connect in which you create the forms that will be sent to your
mobile device. The DataMapper module lets you add data to your forms, and the
Designer module uses a simple interface using wizards and drag and drop to create the
forms themselves.
l Either PlanetPress® or PReS® Workflow and the Output to Capture OnTheGo Plugin that
make it possible for the forms to be downloaded to the mobile devices running the
Capture OnTheGo app.
l The Capture OnTheGo Server where you manage users and groups, documents and
categories. It establishes the link between PlanetPress® or PReS® Connect and the
devices.
l The Capture OnTheGo app that lets device users download forms and templates, fill them
out, and send the collected information back. A form can be used once; templates can be
used over and over again.
Documents that have been prepared for download are typically sent to the Capture OnTheGo
Server repository. It is possible to specify how long you want the documents to remain in the
repository. Capture OnTheGo App users typically download their files from this location. You
can also specify how long you want the documents to remain on the mobile device.
Managing a Capture OnTheGo Solution
The following people are involved in the management and use of a Capture OnTheGo solution:
l
Host system specialists: Typically, the forms your Capture OnTheGo users receive
include variable data. This data usually comes from existing host systems. Host system
specialists are responsible for generating the data files.
l
A PlanetPress® or PReS® Connect Specialist: This specialist is responsible for
creating and/or maintaining Capture OnTheGo related workflows and documents. The
processes in these workflows generate HTML forms and/or PDF documents, and make
them available to Capture OnTheGo users via the Internet, but they also reply to Capture
OnTheGo user document requests, and receive data sent by Capture OnTheGo users.
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l
Capture OnTheGo repository manager: To use Capture OnTheGo, you need to use a
Capture OnTheGo virtual repository, for which you require a license. Note that the number
of users that can have access to a given repository is limited. The repository manager can
create and delete users and groups, as well as add and remove users to/from groups, as
required.
l
Capture OnTheGo app users: These are the people on the front line. They download
the forms, fill them out, typically on a portable intelligent device, such as a tablet, and then
send the collected information back to the office via the internet.
Software
The Capture OnTheGo solution requires the following:
l
PlanetPress® or PReS® Connect: The Workflow module communicates with the
Capture OnTheGo Server to notify users that documents are available, it also serves user
requested documents, and collects the data the users send back. The DataMapper and
Designer modules are used to create the forms along with the appropriate source data.
l
Capture OnTheGo Mobile App: This app can be downloaded for free on Google Play for
Android devices, on the App Store for iOS devices and on the Windows store for
Windows 10 devices. Users of this app must identify themselves using a username and
password. It is the Capture OnTheGo Repository Manager who manages these IDs.
l
Capture OnTheGo Server and Repository Management Page: The server is the link
that notifies Capture OnTheGo app users that documents are available. The Web page is
used to manage the repository (add or remove users and manage document references).
Licenses
Capture OnTheGo requires the following licenses:
l
A PlanetPress® or PReS® Connect license.
l
A Capture OnTheGo repository license. License pricing varies based on the number of
users.
Page 10
Template Design
Note
In the app there is a distinction between a form and a template. A form can be submitted only once;
a template can be used repeatedly to generate a form. There is no difference, however, in the way
they are designed, except that templates should not contain personal data.
More often than not, the process of using Capture OnTheGo begins with the creation of a form
with various Capture OnTheGo and form widgets. The form can also contain data from external
sources through the use of the DataMapper module.
Capture OnTheGo templates can be created in the PlanetPress® or PReS® Connect Designer
module.
Basically, a Capture OnTheGo form is a web form. Capture OnTheGo forms can contain all
standard web form elements, plus a number of specially designed Capture OnTheGo elements:
l Barcode Scanner
l Camera
l Date Picker
l Device Info
l Fields Table
l Geolocation
l Image & Annotation
l Locale
l Signature
l Time Picker
l User Account.
The Designer module not only gives you the possibility to insert these elements and use
variable data, it also provides a number of template wizards. Capture OnTheGo Template
wizards include the appropriate JavaScript files and style sheets to create user-friendly,
responsive forms.
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