Start Docucreate User Guide version 11.2 Skywire Software, L.L.C. Phone: (U. S.) 972.377.1110 3000 Internet Boulevard (EMEA) +44 (0) 1372 366 200 Suite 200 FAX: (U. S.) 972.377.1109 Notice Frisco, Texas 75034 (EMEA) +44 (0) 1372 366 201 www.skywiresoftware.com Support: (U. S.) 866.4SKYWIRE (EMEA) +44 (0) 1372 366 222 [email protected] PUBLICATION COPYRIGHT NOTICE Copyright © 2008 Skywire Software, L.L.C. All rights reserved. Printed in the United States of America. This publication contains proprietary information which is the property of Skywire Software or its subsidiaries. This publication may also be protected under the copyright and trade secret laws of other countries. TRADEMARKS Skywire® is a registered trademark of Skywire Software, L.L.C. Docucorp®, its products (Docucreate™, Documaker™, Docupresentment™, Docusave®, Documanage™, Poweroffice®, Docutoolbox™, and Transall™) , and its logo are trademarks or registered trademarks of Skywire Software or its subsidiaries. The Docucorp product modules (Commcommander™, Docuflex®, Documerge®, Docugraph™, Docusolve®, Docuword™, Dynacomp®, DWSD™, DBL™, Freeform®, Grafxcommander™, Imagecreate™, I.R.I.S. ™, MARS/NT™, Powermapping™, Printcommander®, Rulecommander™, Shuttle™, VLAM®, Virtual Library Access Method™, Template Technology™, and X/HP™ are trademarks of Skywire Software or its subsidiaries. Skywire Software (or its subsidiaries) and Mynd Corporation are joint owners of the DAP™ and Document Automation Platform™ product trademarks. Docuflex is based in part on the work of Jean-loup Gailly and Mark Adler. Docuflex is based in part on the work of Sam Leffler and Silicon Graphic, Inc. Copyright © 1988-1997 Sam Leffler. Copyright © 1991-1997 Silicon Graphics, Inc. Docuflex is based in part on the work of the Independent JPEG Group. The Graphic Interchange Format© is the Copyright property of CompuServe Incorporated. GIFSM is a Service Mark property of CompuServe Incorporated. 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PUBLICATION COPY LIMITATIONS Licensed users of the Skywire Software (or its subsidiaries) software described in this publication are authorized to make additional hard copies of this publication, for internal use only, as long as the total number of copies does not exceed the total number of seats or licenses of the software purchased, and the licensee or customer complies with the terms and conditions of the License Agreement in effect for the software. Otherwise, no part of this publication may be copied, distributed, transmitted, transcribed, stored in a retrieval system, or translated into any human or computer language, in any form or by any means, electronic, mechanical, manual, or otherwise, without permission in writing by an officer of Skywire Software or its subsidiaries. DISCLAIMER The contents of this publication and the computer software it represents are subject to change without notice. Publication of this manual is not a commitment by Skywire Software or its subsidiaries to provide the features described. Neither Skywire Software nor it subsidiaries assume responsibility or liability for errors that may appear herein. Skywire Software and its subsidiaries reserve the right to revise this publication and to make changes in it from time to time without obligation of Skywire Software or its subsidiaries to notify any person or organization of such revision or changes. The screens and other illustrations in this publication are meant to be representative, not exact duplicates, of those that appear on your monitor or printer. Contents Chapter 1, Introduction 2 Document Automation Concepts 2 Document Automation Evolution 3 Stage 1 - Paper Automation 3 Stage 2 - Workflow Automation 4 Stage 3 - Paperless Information Automation 4 Document Automation Goals 6 Understanding the Documaker System 7 Docucreate Tools 7 Dictionary Editor 7 Field Database Editor 7 Font Manager 7 Form Set Manager 8 Help Editor 8 Image Editor 8 Library Manager 8 Logo Manager 8 Table Editor 8 An Analogy 9 Setting the Stage 11 System Benefits 12 System Terminology 12 Form sets 12 Forms 13 Objects 14 Managing Your Data 14 Using form sets 14 Security considerations 15 Installing the System 15 About Fonts Chapter 2, Image Editor Overview iii 18 Terminology 18 Form Set 18 Form 18 Image 19 Objects 20 Managing Your Data 20 Data Format 20 Data Organization 20 Form Set 20 Security 21 Composition Flow 21 Stage 1 21 Stage 2 21 Stage 3 21 Stage 4 22 Image Design Concepts 22 Users and Information 23 Common Features 23 Identification 23 Instructions 23 Margins 23 Variable Fields 24 Typeface 24 Special Effects Chapter 3, Getting Started 26 Starting the System 27 Logging Onto the System 27 Exiting the System 28 A Quick Tour 32 Conversion Setup 34 Converting Files 36 Converting Multiple FAP Files 36 Finding the Source Name 37 Images Tab iv 38 Fields Tab 39 Fonts Tab 39 Other Tab 42 Automatically Adding a SetOrigin Rule 42 Printing Multiple Images and Reports 42 Creating reports 44 Quick Introduction to the Image Editor 47 Using System Menus 48 File Menu 50 Edit Menu 51 View Menu 52 Insert Menu 54 Format Menu 55 Tools Menu 56 Options Menu 57 Window Menu 58 Help Menu 59 Moving Around in the System 59 Shortcuts 59 Toolbar Shortcuts 60 Editing and Viewing 61 Keyboard Shortcuts 66 Customizing the Image Editor 67 Setting the Default Page Layout 69 Setting Default Zoom Properties 70 Setting Save Options 70 Setting Confirmation Options 71 Selecting Your Printer 72 Selecting a Master Resource Library 74 Customizing Your Work Area 74 Sizing the Image 74 Setting View Options 75 Using the View Options 75 Bar Codes, Charts, Logos, and Text Areas 76 Using the Rulers Tab 77 Using the Grid Tab v 79 Learning More 79 Using Help 79 Training Chapter 4, Creating Images 82 Creating an Image 83 Opening and Closing Images 83 Creating an Image 84 Opening a File 88 Viewing an Image 89 Checking Out Images 89 Unlocking Images 90 Setting Page Properties 94 Setting Image Properties 94 Entering General Information About the Image 95 Entering Historical Information About the Image 96 Setting Up Help Messages 97 Setting Up Lookup Tables 98 Setting Up Edit Functions 99 Choosing Colors for Objects 100 To Select or Create a Custom Color 101 To Remove a Custom Color 102 Inserting and Deleting Pages 102 Inserting a Page 102 Deleting a Page 104 Closing Images 104 Saving Your Image 105 Checking an Image into a Resource Library 107 Closing Your Image 108 Protecting an Image’s Layout 108 Printing Your Image 109 Renaming Your Image 110 Compiling Your Image 110 Exiting the Image Editor vi Chapter 5, Working with Fonts 114 Understanding Font Concepts 114 Font Terminology 115 National language terminology 117 How Characters are Represented 117 Bitmap Fonts 117 Scalable Fonts 118 TrueType 118 PostScript 118 How Computers and Printers Use Fonts 120 Using Code Pages 121 ASCII Code Pages 123 EBCDIC Code Pages 124 Character Sets 124 Determining Characters Used in a Printer Font 126 Code Page Names 129 Types of Fonts 129 Using Screen Fonts 129 Font Substitution in Windows 130 Installing Screen Fonts in Windows 130 Using Printer Fonts 130 AFP 130 Coded fonts 130 Code pages 130 Character sets 130 Metacode 131 PCL 131 PostScript Fonts 131 TrueType Fonts 131 Adding Printer Fonts to a Font Cross-reference File 132 Using System Fonts 133 Font Cross-reference Files for Monotype Fonts 133 HPINTL.FXR, HPINTLSM.FXR 133 REL95.FXR, REL95SM.FXR 133 REL102.FXR, REL102SM.FXR 133 REL103.FXR, REL103SM.FXR 135 Using Custom Fonts 136 On AFP printers vii 137 On Xerox Metacode printers 137 On PCL printers 137 On PostScript printers 138 Using Font Cross-Reference Files 139 How FXR Settings Affect Display and Print Quality 140 Maintaining FXR Files 140 Choosing a Font Cross-reference File 142 International Language Support 142 Using the ANSI Code Page for PC Platforms 143 Using Code Page 37 for EBCDIC Platforms 144 Using International Characters 145 Converting Text Files from one Code Page to Another 146 Setting Up PostScript Fonts 149 Fonts for PDF Files 150 Font Naming Conventions 151 Using Font Manager 151 Starting Font Manager 151 From Image Editor 151 From Docucreate 152 Working with the Font List 152 Selecting Fonts 153 Deselecting Fonts 153 Filtering the List of Fonts 154 Adding Fonts to a Font Set 156 Description tab 159 Dimensions tab 161 Printers tab 165 Other tab 165 Copying Font Information 166 Editing Font Information 167 Converting Fonts 169 Converting fonts from other vendors 169 Working with multiple printers 172 Deleting Fonts 172 Inserting Fonts 174 Inserting bitmap fonts and FXR files 175 Inserting PostScript and TrueType Fonts 178 Choosing Screen Fonts viii 180 Generating Files using Font Manager 180 Generating an FNT File 181 Generating an XRF File 181 Generating PFM Files from an FXR file 184 Mapping Fonts for File Conversions Chapter