Contents

Overview
Forms Generation
Completion by Recipients
EDI Receipt and Use

Overview | Please read the How TDOC Works, About EDI chapter of this manual. The operation is carried out in three steps: The creation and issue of an HTML form to another party. Their use of the form, the output of which is processed by a remote server running scripts. Your use of the generated EDI which is emailed to you. Three operations may be carried out using HTML forms: Transmission of documents under transmittal, Ackowledgement of receipt, Returning comments, and markups.
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Forms Generation | Forms are generated from with TDOC as follows: When issuing documents, the following are generated as appropriate: An HTML Acknowledgement Form if acknowledgement is required, An HTML Comment Form if the recipient is required to provide comment and status. To enable other people to submit technical documents to you, a Form may be generated from the Names Register In order for submission of documents to be made by a third party to you by EDI that party must either: Use software that generates compatible EDI, Use an HTML form that submits information to a server that generates compatible EDI. The generation and issue of the Submission form is accomplished from within the Names Register. See Administrative Registers, Names Register, and the Miscellaneous section.
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Completion by Recipients | The forms are generated by uisng the Issues process: the example forms shown below relate to an issue of the TDOC Brochure by XYZ Projects to TDOC Projects. To see the transmittal note in PDF fromat, please click here to open it in a new window. To see how the Acknowledgement Note operates, please click here to open the Acknowledgement Note Form in a new window. Note the option to send a confirmation email so that the recipient making the acknowledgment also has a record of the their making the acknowledgment. To see how the Comment Sheet operates, please click here to open the Comment Sheet Form. Again the confirmation option exists. More importantly only Document Status which are acceptable to the TDOC Users who made the issue are available. Please feel free to add a comment before trying out the form. Optionally if a mark up is available these may be attached. Zip format is preferred. From the Names Register, a form may be generated and emailed to other parties to enable them to submit technical documents. Please click here to open the TDOC Submittal Form. Click here to see an example of the email covering despatch of the forms. There are two types of message that can be generated on screen Error messages warning of incomplete information. Click here to see an example. Confirmation messages when the form has made a successfully despatch. Click here to see an example. The essence is that TDOC reduces the effort required by the responding party by: Delivering the documents electronically with an EDI if required to enable the recipient to automate their input process, but if not Enabling the recipient to make their acknowledgement fast and easily, and Enabling the recipient to make make their response fast and easy. AND the form's user's actions are turned into an EDI by the server processing the form to minimise the effort required by the TDOC User.
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EDI Receipt and Use | Examples of the emails which are generated when an HTML form is used are shown below: Acknowledgement Email Acknowledgement Confirmation Email Comment Sheet Email. Note that the attachment containing the markups has been renamed to match the EDI Comments Sheet Name Comment Sheet Confirmation Email Submittal Email. Note that the Trasnmittal has been given a unique identity based upon the Job No and Name Reference for which the submittal form was generated. The the attachment containing the markups has been renamed to match the Transmittal No. Submittal Conformation Email The EDI Note and any accompanying attachments are saved in the download folder of whatever email system is used. This folder is defined in the User's Settings to enable easy import. There are three imports - one each for Transmittal Notes [".TTN"], Acknowledgement Notes [".TAN"], and Comment Sheet Returns [".TCN"]. The TDOC User simply chooses the EDI Note, and imports. The relevant documents are processed, the accompanying zip file is extracted and whatever automatic matching is possibkle is performed. For the Acknowledgement Note and Comment Sheet Returns, the Import is an item on the Context Menu. For Transmittal Notes the import is accessed from the main menu.
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