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General Help Topics

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Dear User

Our Commitment To You Is - THAT WE WILL LISTEN.

We regard helping you to fix a problem as a way of helping us to improve our site. If you are having any sort of difficulty in using this web site and you can't find the answer here please contact us. We are here to help.

If something isn't right or could be done better please let us know. We want your feedback.

The aim of this site is to make your administration easier. Please let us know exactly what you want so that we can design it for you.

Please help us to be the best we can.

Many thanks

IT Form Developer

Index of help topics

This page deals with general help topics and broader issues. Where information is required for a specific content, form or tool page then the information is included directly in the page. To open up the page specific help options please select the link marked - 'Inline help about this tool'.

  • How to work with the data which we are sending you - [here].

How to work with the data which we are sending you

When a form template is created a decision is made about how long the user submitted forms will remain on the system before they are archived. Archiving here means that the data has been stored but can no longer be accessed online. Another decision has to be made about how long we keep copies of your data before destroying them. While it is convenient to work with forms online eventually all forms have to be taken off the system. Consequently it is important that you should be keeping a complete record of the information which we are sending you.

Please note that we are not a data backup service. We regard our obligations as fulfilled once we have emailed you a copy of the form submitted by your client. That said, if you do have a problem we will of course make every effort to recover all the data that we can on your behalf.

Receiving your form data

When your clients submit a form we send an email to all the addresses on your designated email list for that particular form. When you receive this data it is important to deal with it methodically. We have a number of suggestions:

  • Rules can be set up within your 'email client' so that the forms you receive are immediately directed into a designated IFD form folder(s). eg. MyFirstIFDFormFolder. (Please take care that our emails are not being directed into junk mail folders.)
  • You should also make arrangements for this folder to be regularly backed up.
  • We recommend that you store the forms in directories using the following format :
    The recommended path in which to save your files is also included in the email which you are sent.
    Following this convention will allow you to directly open a local file using the links programmed in the spreadsheet which we send you.
Saving a local copy of the form.

You need to make a local copy of the html user form so that it is available for you to view once the live/online version has been archived.

The mail which you receive contains; a html user form as a file attachment, links within the body of the email to associated uploaded files and stylesheets plus comma separated value (CSV) data.

You need to collect all the parts of the page together in one directory. Note that you will need to be online to do this. The file attachment html form should be saved into a local directory (i.e. on your PC) using the directory format outline above. Links indicated in the email (or the html user form itself) can then be used (with a 'Right Click') to download the associated files into the same directory. Once you have saved all the relevant parts of the page you can click it open and it will appear in your browser as if it is a normal web page.

Important: When you open a local version of the html form the page looks for the associated files both in the local directory and online. If you are offline, or the online version has been archived, the page can only look for the files it wants in the local directory. For this reason it is important that all parts of the html file should have been properly stored.

A second way of making a local copy of the web page form is to find the read only/print version of the form on line and select 'Save As' into the directory on your local machine.

Saving the form data in a comma separated value (CSV) file.

The data from all your forms is included in a CSV file. This enables your data to be viewed in a spreadsheet and will allow you to search and manipulate your data.

Comma separated values are a way of recording/formatting information using plain text so that it can be easily read and imported into spreadsheets. When a form is submitted the email which you receive will contain a line which includes the content of the form in a CSV format. You should paste this information into a spreadsheet. Using a spreadsheet will enable you to keep track of the submissions which you have received.

The Send Spreadsheet CSV page is used to download the log/list of the CSV information which has previously been sent to you as individual lines in emails. When you use this page to request (or are sent) a CSV file, the file you receive is archived, and a new log CSV file is started. This file includes the date of the next (first) submission in its file name. The CSV files which you periodically receive can be concatenated together to create one large master CSV spreadsheet.

IT Form Developer : Rapid form creation, data capture, information tracking & work process development.

IT Form Developer is simple to use and has the potential to transform your business.
Please contact us and find out exactly how we can help you.
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