17
. . . . .
INTRODUCING CREATE!FORM DESIGNER
User Guide Conventions
Create!form Designer
17
User Guide Conventions
Section headings are listed at the front of each chapter to assist you in finding
the relevant information. In the electronic version of this document, clicking
on these and other cross references will take you to the appropriate section.
The following typographical conventions are used:
Table 1.1:
Convention
Convention Usage
Bold
Screen items and buttons
cross reference
Short cut or references to the document, chapter or section
Numbering 1
Step-by-step procedures. To perform an action, follow 
these instructions in the sequential order given
Item > Sub-Item
Menu selection i.e. select the menu Item and then select 
the Sub-Item from the drop-down list, e.g., File > New
Note
Additional information relating to the topic
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. . . . .
18
INTRODUCING CREATE!FORM DESIGNER
User Guide Conventions
18
Create!form Designer
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Create!form Designer
19
C
H AP T ER
INSTALLING AND CONFIGURING
Create!form Designer is installed on a Windows workstation from the
Create!form installation CD.
The following topics are covered in this chapter:
• Installation Requirements
• Installing Create!form Designer
• Starting Create!form Designer
Chapter 2:
Installing
and
Configuring
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. . . . .
20
INSTALLING AND CONFIGURING
Installation Requirements
20
Create!form Designer
Installation Requirements
Create!form Designer requires the following:
• Microsoft Windows 2000/2003/XP/Vista Business
• Microsoft Internet Explorer 5.0 or greater
• Adobe Reader 4 or greater (for viewing form project previews and the User 
Guide)
• Approximately 30 MB of free hard disk space
• A PostScript level 2 or greater printer is recommended
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21
. . . . .
INSTALLING AND CONFIGURING
Installing Create!form Designer
Create!form Designer
21
Installing Create!form Designer
For information on upgrading from an earlier version, see the release notes,
located in the \Readme directory of the installation CD.
To install Create!form Designer
1
Insert the installation CD. The installation screen should be displayed 
automatically. If it isn’t, run the CForm.exe program located in the root 
directory of the installation CD. 
2
Select the Install Products button, and then select Create!form Designer 
from the menu. 
3
If no other Create!form product is installed, you will be prompted to select 
the installation directory. If not, the installation directory is already defined.
4
Specify the default location for saving your project files by specifying the 
project directory. By default, the WorkDir directory in the Create!form 
Designer installation directory will be used. If this is the first Create!form 
product you have installed, it is recommended that you accept the default 
setting. Refer to Project Directories for more information.
5
The Setup program allows you to choose between a Typical or a Custom 
installation:
Select Typical to automatically install the program, all help files, 
sample files, and the English-UK and English-US spelling dictionaries.
Select Custom to install specific options such as particular spelling 
dictionaries and Asian fonts. 
6
After specifying the location for the program icon on the Start menu, verify 
that all settings are correct and click Next to complete the installation.
7
Return to the main menu and click Exit when you have finished installing 
Create!form products.
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. . . . .
22
INSTALLING AND CONFIGURING
Starting Create!form Designer
22
Create!form Designer
Starting Create!form Designer
From the Windows Start menu
Click the Start menu and select
Programs > Create!form > Create!form Designer 6
Refer to Chapter Four, Viewing and Navigating for more information on
screen elements and toolbars.
Refer to Chapter Three, Getting Started for more information.
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Create!form Designer
23
C
H AP T ER
GETTING STARTED
Your design is recorded in a project, which contains information about how
the input data will be mapped to the design, and the layout of text and
graphics on the design page. Each project consists of several files, located in a
number of folders, which are required whenever the project is opened, saved,
moved or transferred.
The following topics are covered in this chapter:
• What is a Project?
• Project Directories
• Creating a Project
• Design Flowcharts
• Saving a Project
• Opening a Project
• Printing and Previewing Projects
• Packing Projects
• Transferring Projects to the e-forms Server
• Managing Project Files
Chapter 
3:
Getting
Started
. . . . .
24
GETTING STARTED
What is a Project?
24
Create!form Designer
What is a Project? 
A form project (or project) is a record of the way you want to redesign the
output of your enterprise server. Because your enterprise server may output a
variety of different documents, you will need to create a form project for each
of these variations. 
A project consists of an input design, which describes the structure of the input
file, and an output design, which describes the format and layout of the output
form. The input design will be displayed in the Input Window, and the output
design will be displayed in the Design Window.
25
. . . . .
GETTING STARTED
Project Directories
Create!form Designer
25
Project Directories
The project files are stored in the following folders:
• Project Directory
• Common Project Directory
The project also uses resources from a number of system folders.
Project Directory 
Each project has a project directory. This is the location where you save the
project and where its components are stored. When Create!form Designer is
installed, a default project directory is created: <install dir>\WorkDir. This is
where you will be prompted to save all new projects. During the installation or
at a later time, you can change this default project directory. 
To change the default project directory
1
From the Main menu, select Tools > Preferences. The Preferences dialog 
will be displayed.
2
Set the Project directory. 
3
Click OK.
It is recommended that you use separate directories for design projects and
production projects. For example, use \WorkDir for your design work and
create a new directory \ProdDir for completed, live projects. 
Common Project Directory 
Project components that are shared between projects are stored in the common
project directory. When Create!form Designer is installed a default common
project directory is created: <Install dir>\CommonProject. You can specify
another location for the common project directory at any time.
. . . . .
26
GETTING STARTED
Project Directories
26
Create!form Designer
To change the common project directory
1
From the Main menu, select Tools > Preferences. The Preferences dialog 
will be displayed.
2
Set the Common project directory. 
3
Click OK.
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