User Guide For Capture OnTheGo App version 10.
User Guide For Capture OnTheGo App version 10.1 OBJECTIF LUNE Inc. 2030 Pie-IX, Suite 500 Montréal, QC, Canada, H1V 2C8 +1 (514) 875-5863 http://www.captureonthego.com © 2016 Objectif Lune Incorporated. All rights reserved.
Table of Contents What Is Capture OnTheGo................................................................................................................1 What Capture OnTheGo Can Do for You ......................................................................................1 Capture OnTheGo Main Features.....................................................................................................2 The Capture OnTheGo Architecture ....................................................................
Removing a Group ................................................................................................................. 15 Managing Documents ............................................................................................................... 16 Viewing a Document’s Details ............................................................................................... 16 Removing Documents .................................................................................................
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 Main Features Capture OnTheGo users can do the following: • • • • Download PDF documents, such as user guides or data sheets. 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.
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.
The Design More often than not, the process of using Capture OnTheGo begins with the creation of a template containing various Capture OnTheGo and form widgets. The template can also contain data from external sources through the use of the DataMapper module. Template Creation The basics of creating a Capture OnTheGo template in the PlanetPress® or PReS® Connect Designer module goes as such: • • • Create a new Web Context, or a Web Template Add a new Form element Add Form and COTG Form elements.
2. Within default browser on your computer, by clicking the Preview HTML button in the Designer module’s toolbar. This opens your operating system’s default browser and displays it in that context. The template can also be previewed directly on the mobile device. This will show the template within the Capture OnTheGo mobile application, and all widgets will be functional. 1.
Job Creation Preset: Use the dropdown to select a Job Creation Preset to send. Click Browse to select a preset that is not in the default save location. • Output Creation Preset: Use the dropdown to select an Output Creation Preset. Click Browse to select a preset that is not in the default save location. 4. Choose the destination: • File...: Click to save the files as a package. This package can be loaded within the Workflow tool, or directly opened in the Designer module to load all files at once.
6. PlanetPress® or PReS® Workflow Receives Data from Capture OnTheGo Users An HTTP Server input plugin included in yet another process monitors Capture OnTheGo app user replies. When it receives a reply, it passes the information to whichever plugin is present in the same process or in other processes, based on whatever needs to be done with the received data. This may include simply storing the data, merging it with the appropriate document and printing the results, sending it to other systems, etc.
The Process that Makes a Document Available to Capture OnTheGo App Users As we have explained earlier, this process is not necessarily the first process in your complete workflow. Depending on your specific needs, your data or business processes may require pre-treatment, and this may be easier done using other processes. But a process like the one presented below must be included in your workflow.
File Type: Select the appropriate document type. HTML for forms that users can fill out, and PDF for documents users can read. Document Information In this group, you enter information that will help users identify the document. It is mandatory to enter valid information in all the boxes included in this group. Title: Enter the document name that Capture OnTheGo users will see on their device. Choose a name that will let users clearly identify the document.
Auto-Download: This option determines whether the document is to be automatically downloaded to the users’ devices (documents that are not automatically downloaded are first listed on users’ devices – users must then tap the download button, if they want to have the document on their device). You may enter ‘Yes’, ‘No’, or a variable.
We have divided our example into three parts. To begin with, the HTTP Server Input task waits for requests. When a request is received, the next task down stores the request’s parameters in a variable. The variable’s content is then processed to remove any malicious code. The following task completes the document’s path by adding the location of the server where the document is actually stored. the requesting client, and then deleted from the server.
For detailed information on how to use and configure the HTTP Server Input task to serve documents over the internet, refer to PlanetPress Workflow documentation. The Process that Receives Data from Capture OnTheGo Users HTML documents that were downloaded can be used to collect information. This information can be extremely varied, ranging from a simple signature confirming the reception of a parcel, to a complete report including numbers, notes, pictures, etc.
Using the Capture OnTheGo Server Console The Capture OnTheGo Server Console lets you manage individual users, groups, documents, as well as modify the look of the Capture OnTheGo App, as displayed on your user’s intelligent devices. The Console can be accessed using a browser. Credentials must be entered on the Login page to gain access to the Console’s Home page Once you have logged into the Capture OnTheGo Server Console, you land on the Console’s Home page.
Managing Users The Users page of the Capture OnTheGo Server Console lets you add users, edit user profiles, as well as remove users. Adding a User To add a new user, you must actually edit an “empty” user. An “empty” user is represented by an empty line, as can be seen at the bottom of the illustration above. 1. If there is no empty line, simply click the Add a User button to add one. To edit an “empty” user, click the Modify link. When you do this, the line changes appearance, as can be seen below. 2.
NOTE: Since the previous password is not requested to change the existing one, it is important that only trusted administrators have access to this web page. 3. Then click Save. If all the information has been entered correctly, the new user information is saved. Note that you can activate or deactivate this user by clicking the Activate option. Inactive users do not have access to Capture OnTheGo. Removing a User To remove a user, simply click the X sign found to the right of the user’s information.
Managing Documents The Documents page of the Capture OnTheGo Server Console lets you view document details and remove documents. Viewing a Document’s Details To view a document’s details, simply click Details link to the left of the document’s information. When you do this, the line changes appearance, as can be seen below. In the Document Details popup, click on the Edit button at the bottom-left to edit some parts of the document. Note that not all fields can be edited.
To select a new logo, simply click the Browse button, select the desired logo file and click OK. Using the Capture OnTheGo App To begin with, users must download the Capture OnTheGo App from a digital distribution platform, such as the Apple App Store, Google Play store or Windows Store. This app is free to download. Capture OnTheGo and the Capture OnTheGo App are the result of a partnership between Objectif Lune and Nu-book, each partner being responsible for part of the solution.
When users launch the Capture OnTheGo App for the first time, they are invited to log in. They must enter a valid email address and password (for more information on user profiles, see Managing Users on page 14). Once logged in, they will remain logged in until they log out. System Requirements The Capture OnTheGo App requires iOS 7 or higher on Apple devices and Android OS 4.0 or higher on any Android device.
Your Repository All documents appear in the repository, but those that have been downloaded appear in your library. The currently available documents are listed below (either the complete catalog or a selected document category). The Repository Search button lets you search through the documents available for you in the repository.
Bookmarks button lets you add or remove bookmarks, as well as navigate from bookmark to bookmark. When displaying HTML pages, the TOC, Search and Browse controls are not available. Bottom document toolbar The second document toolbar, located at the bottom of the screen, contains the Navigate slider with which you move through the currently displayed PDF document.
OL is a trademark of Objectif Lune Inc. All registered trademarks displayed are the property of their respective owners. © 2016 Objectif Lune Incorporated. All rights reserved.
