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EncartaLabs

OpenText TeleForm - Essentials

( Duration: 4 Days )

The OpenText TeleForm training course is intended for system operators, system administrators, database administrators, Web developers, form designers, application support managers, application developers, and consulting partners This course is designed to provide an introduction to the features and architecture of the TeleForm system. It includes instruction on installation, deployment, day-to-day use, and administration of the TeleForm system, as well as all aspects of the modules within the system from designing forms to capture, processing, verification, and export.

By attending OpenText TeleForm workshop, delegates will learn to:

  • Install and configure TeleForm.
  • Import templates into the TeleForm Scan Station.
  • Scan and process forms using the Scan Station.
  • Process forms using the available correction modes
  • Use the TeleForm designer to design, create, and finalize forms.
  • Apply field validation options, dictionary lookups, and recognition aids.
  • Create and test Capture Zones
  • Configure and test Auto Exports for MS Access and SQL.
  • Identify when to use traditional forms and VersiForms.
  • Create a new IDR classification template, add a phrase object and logo to a template.
  • Create a new IDR extraction template.
  • Extract data from tables, set up a classification template for tabular data, create a TeleForm document template, and export data.
  • Use existing forms by overlaying fields on an electronic image.
  • Create, print, and test a series of multi-page forms.
  • Setup and test a Batch Capture process.
  • Setup a Merge Database and conduct a Form Merge.
  • Install and test the Web Capture Client.
  • Assign Security rights to individual users, create groups, and assign groups to batches.
  • Setup the Control Center and configure Alerts to obtain and manage performance information.
  • Produce audit reports using the TeleForm Statistics Reports and the Report Generator.
  • Use regular expressions as an alternative key value.
  • Configure TeleForm to use IDR and create an IDR batch.

  • This OpenText TeleForm class is intended for Administrators

COURSE AGENDA

1

Setting up and installing the solution

2

Importing TeleForm templates

3

Scan Station information capture

4

Quality control with the Verifier

5

Form design

6

Recognition and data validation

7

Creating and testing capture zones

8

Exporting data to external systems

9

Handling multi-page forms

10

Automating data capture

11

Image capture configuration

12

Managing security

13

Configuring TeleForm to use IDR

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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