How To

Provide free-text entry during document generation

Scenario: You have created a template which you want to allow people to generate an output from. However, you want to allow the user to enter a sentence/paragraph of free text which will be inserted into the document during it’s generation. This situation may most likely occur if you want to provide a locked PDF(…)

Switch your template to a new database

Picture the following scenario: You have invested a lot of time creating DSDs. You’ve spent time perfecting your SQL queries, publishing them, and your designers (or even yourself) have spent more time creating your template and getting it just right. Then you find you are migrating systems to a new database, and are worried that(…)

Template Charts Quick Guide

Introduction This document provides a step-by-step guide. Concepts and principles are not explained here so you should use this guide in conjunction with our product documents. It is possible to incorporate a chart representation of table data from your DSD, in your template. The software will automatically perform the MS Word Chart function so that(…)

The Security DSD

fSeries security works by executing a designated DSD which establishes whether the user’s credentials are valid and also gathers other information about the user such as their roles and permissions. The configuration of fSeries security is set in the Web.Config file in the fSeries web root. See below for details of how to manage this.(…)

Use Advanced Conditions in Templates

This “How-To” centres around those times when you want to conditionally show parts of your template, but the standard compare tag isn’t complex enough for your requirements, because you may be within a set of repeating data in a data group, or because you have an “if this else this” structure you wish to create.(…)

Use Excel as an SQL Data Source

Sometimes you may wish to use fSeries in order to report on data held in an Excel spreadsheet. By creating a Data Source within fAdmin, you are able to query a spreadsheet using SQL like you would do from a database. Through this method you can create well-presented, formatted document outputs based on Excel data, or(…)

Using Macros in Templates

Aims You may have a need to place your own macros into templates so that when the end user generates a document your macro will fire – such as automatically running a spellcheck or other process. This guide assumes you already have knowledge of creating macros within Word Documents 1    Process Create your macro as(…)

Using TV Assess in fDocs Designer

TV Assess is an fDocs application that allows users of OLM Systems CareFirst* to produce high quality, highly customised outputs based on assessment data held in the CareFirst database. As all data comes from within CareFirst and is based on queries specified by the server administrator, no DSD needs to be created in order for(…)