UnForm Solutions 2019

Hollywood, Florida
Wednesday, November 06, 2019

6 – 8 pm   Welcome Reception
7 - 8 am    Continental Breakfast
8 – 8:30 am Opening Session
    Introductions and overview
8:45 – 9:45 am   Design Tool Exploration
    Learn about the Design Tool, a browser-based program that simplifies rule file development.  Explore different preview modes, test printing, advanced navigation, and more, including some tricks used by experts.
10 - 11 am   Rule Files 101+
    Examine common rule file modifications, such as conditional images, line item modifications with loops, copy management, printer control, page insertion, and more.
11:15 -12:15 pm   Document Delivery

Review various methods to achieve electronic delivery, including both email and fax, as well as newer concepts like ‘deliver to disk’, ‘to cirrusprint’ or ‘to web service’.  Learn about email configuration and troubleshooting delivery problems.

12:15 - 1:30 pm    Networking Lunch (provided)
 1:30 - 2:30 pm   Solving Problems with Printing

Pick up ideas on how to solve problems such as common error messages, image formatting issues, and memory and performance questions.  Learn how to review log files, and add logging messages, to track down hard to find problems.

2:30 - 3 pm    Networking and Refreshment Break
 3–4 pm   Configuration and Operations
    Understand UnForm installations and updates.  Review configuration files, the Server Manager, load balancing, client command lines, and failure recovery capabilities.
 4:15–5 (ish) pm   Round Tables 
    Bring your issues to the table! We’ll provide our experts to handle any questions, and you can use this time to network with other users to share ideas on best practices and current challenges.
9 am - 5 pm    One-on-One Meetings
    Have a use case question about specific v10 process? Take advantage of our one-on-one meetings going on all day with the UnForm sales team. Specific Use Case topics can include:
  • User overview of Image Manager’s data extraction capabilities with a focus on Accounts Payable automation.
  • Signature capture integration with DocFlow when used for proof of delivery.
  • How to structure and flow chart ad-hoc DocFlows and review typical workflow of simple routing for approvals.
  • Navigating UnForm via the UnForm web extension from a user perspective with integration to customer ERP solution.
  • Or bring your own specific topic from a user perspective.
7:30 - 8:30 am    Continental Breakfast
 8:30 – 9:30 am   Archive Browser Interface

Dive into the obvious and obscure features of the browser interface for UnForm Archives, including browsing and searching, document and image views, multi-view, working with related documents, and administrative features.

 9:45 – 10:45 am   Image Manager 1

Discover use cases for the browser-based Image Manager for processing inbound documents from multiple sources.  Learn image selection and management, running jobs, editing image values, lookups, and more.

 11 am - 12 noon   Image Manager 2

Gain knowledge of Image Manager job definitions and script libraries, zone capture and filtering, various field types, validations and lookups, and custom scripting.

 Noon – 1:15 pm   Networking Lunch (Provided) 
 1:15 – 2:15pm   ERP Integration Methods

Study examples of UnForm methods to interact with other applications, from simple importing and exporting of CSV or XML data, to working directly with REST API’s and database queries.

2:15 – 2:45 pm   Networking and Refreshment Break 
2:45 – 3:45 pm   DocFlow Tutorials

Absorb work flow use cases, through examination of DocFlow definitions performing simple and complex routing for approvals, and deployment of a proof of delivery application.

8:30 am – 4 pm     One-on-One Meetings
     Continued from previous day
 4 – 4:45 pm   Closing Session

Recap of the sessions, global Q&A, and a look into the future

UnForm®, a registered trademark of Synergetic Data Systems, Inc., is the premier Document Management solution for business today, regardless of your industry or ERP.

Opening Session
 Continental Breakfast
 Continental Breakfast

Contact Information

  • Questions? Feedback?
    Contact: Gary Brown

Payment Instructions

  • Save $100 With
    through October 14
    Register two or more
    and save $50/person!

    Conference Registration

    including a 2-night stay
    at Margaritaville Resort


    Conference Registration
    including a
    3-night stay
    at Margaritaville Resort


    Additional Nights
    at Margaritaville Resort
    (3 days pre or post event)
    (includes room, tax and resort fee)

    $272 each night