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Government Forms

Government Forms

Government Forms– High fidelity– Fixed formats

Example: – SF52– W-2– 1099

Using Classic Reporting Tools

Mimic Public Sector Templates

Must be same geometry, font, margin size, etc.

Public Sector Templates

Report files Report Output

More templates…

More resources…

Report Output

Using Classic Reporting Tools

Report files

Template updates…

Maintenance forever…

Font size change

Add another

field

Margin

change

Reflect all

changes

Report Output

Using Classic Reporting Tools

Report files

Using PDF Forms

Government Templates

XML Data PDF filled with dataXML Publisher

Take template as it is

Utilize original templates

Using PDF Forms

More and more reports…

No additional resourcesXML Data

XML Publisher

Using PDF Forms

Take the latest Government Templates

Template updates…

XML DataMinimum maintenance

XML Publisher

Using XML Publisher PDF Forms

Benefits

Exact format for government reports Performance / Scalability Security / encryption MLS Support (Font Embedding) WYSIWYG printout Compressed PDF output

Partner Reports

Partner Reports Requirements

– High fidelity (company logos…)

– Exact Layout– Tables

Example: – Purchase Order– Invoice– Check

PDF Form Table Support Extension to PDF forms

PDF Form templatewith table field

Extension to PDF forms

More data…

No space in thetemplate

PDF Form Table Support

Duplicate pages

More data…

PDF Form Table Support

Or, fill in supplemental pages

More data…

PDF Form Table Support

PDF Forms Advanced Features

Benefits

Handling of repeated table rows Table and large text field over multiple pages Repeating header and footer Greater flexibility of customization

Marketing Materials /Contracts

Marketing Materials / Contracts

Examples:–Proposal–Quoting–Campaign letter–Contract

Marketing materials / Contracts– High fidelity

Image Graph Color

– Conditionally structured texts Table of contents Sections and subsections Bullet points Highlight, underline, bold Page numbers

Marketing Materials / Contracts

Using RTF Template

•Converts from RTF to XSL:FO internally•Layout, paginate, and render to different formats

PDF or RTF output formats

XML Publisher

MS Word

Authoring by marketing personnel

XSL:FORTF

DataReport Output

Same layout, multiple formats

Flexible deliveryEditablein RTF

DeliveryServer

PDF

RTF / HTML

Not editablein PDF

TIFF

PS

Using RTF Template

Using RTF TemplateBenefits

Utilize the most common authoring tool Utilize existing marketing materials in Word RTF output for editing HTML output for Marketing Campaign PDF output format for secure document, Archiving

– Reduce Archiving Size Problem Schedule Print and FAX directly from the server

FinancialReporting

Financial Reporting Requirements

– High fidelity– Tables– Multiple formats

Example: – Financial Statements– Aging Reports– Dunning Letter

Using RTF/Excel Template

•Converts from RTF to XSL:FO internally•Layout, paginate, and render to different formats

PDF, RTF or Excel output formats

XML Publisher

Authoring by finance personnel

XSL:FORTF

DataReport Output