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Help Topics   Click on the appropriate topic or sub-topic listed below.
 

I. HTML Form Page Conversion
    A. Instructions (Rules)
    B. Field Required & Field Edits
    C. Image Path Conversion
    D. Javascript Edits

II. Hosting Options & Form Placement
    A. Host HTML Form Page On Another Server
    B. Host HTML Form Page On Our Servers

III. Registration & Member Info
    A. User Id
    B. Password
    C. First Name
    D. Middle Initial
    E. Last Name
    F. Company Name
    G. Type of Business
    H. Phone
    I. Address
    J. City
    K. State
    L. Zip
    M. Country
    N. Alternate Email
    O. How did you hear about us?
    P. Position Held
    Q. Free 30 day trial

IV. Logging In

V. Subscription & Payment
    A. Payment Method
    B. Subscription Terms







VI. Conversion/Settings
    A. View/Replace HTML Form
    B. Link Test
    C. Thank You Page Setting
        1. I have my own thank you page
        2. Elbowspace.com default thank you page
    D. Data Collection Setting
        1. View Via Elbowspace Site No E-mail Notification
        2. View Via Elbowspace Site + E-mail Notification
        3. Receive Data Via E-mail Only
    E. Form Page Parameters
        1. Web Site URL
        2. Form Page Title
        3. Image Update
    F. Automatic Subscription Renewal Setting
    G. Deleting a Form

VII. Retrieving Client Data
    A. Email Only
    B. View & Download Client Data
        1. Client Form Data Page
        2. Downloading Client Data
        3. Formatted Page
        4. Deleting Client Data Records

VIII. Form Submission Report
    A. Form Submission Report Elements
    B. Record Search By Date

IX. Subordinate (Child) Account Maintenance
    A. Child Account Registration
    B. Child Account List
    C. Child Account Access Detail
    D. Child Account Usage
        1. Logging in
        2. Form access
        3. Allowed functions

X. User Auto-Confirmation Email Maintenance
    A. User Auto-Confirmation Email Elements
        1. Auto-Confirmation Enabled/Disabled
        2. Auto-Confirmation Recipient
        3. Email Subject
        4. Email Sender
        5. Auto-Confirmation Email Body
        6. Recipient Salutation
        7. Email Body Variable XREF
    B. User Auto-Confirmation Email Update
        1. Auto-Confirmation Email Test






I. HTML Form Page Conversion
If you have a created an HTML form (from scratch or with the use of an HTML editor - e.g. MS Frontpage)
and would like to use our service, this is the option for you. If HTML is a foreign language to you, we
suggest using our form generation tool ( click Create Your Own Custom HTML Form - Help ).

This is an automated tool that will convert any form based HTML to work with our system.
The tool will also allow you to define field validation edits as well as let you to define
fields that are required. There is no manual intervention required.

Instruction/Rules are defined in the next section.




I. HTML Form Page Conversion - A. Instructions (Rules)
Follow the instructions/rules below to convert a form for the first time or to make
modifications to an existing form:

1) The form page you wish to convert must be a file, accessible to you, with an .html or .htm extension.
2) Select the HTML file, from your hard drive, by using the button.
3) Your page must have valid FORM start and end tags, and at least one form input field.
    For a list of input types & definitions click: Glossary
4) Only one FORM statement is allowed per page.
5) 150 maximum form input fields are allowed.
6) Only one PASSWORD input type and one FILE input type are allowed per form.
7) Use meaningful/descriptive INPUT field names.
    These names will label the data you receive from your clients.
8) If possible, remove any javascript. It could conflict with our javascript edits.

Important Note: Be sure to save your original HTML Form Page file in order to apply modifications.
Make modifications by updating your original HTML as needed and running it through the conversion.




I. HTML Form Page Conversion - B. Field Required & Field Edits
Field Required & Field Edits:

Example: *Phone:   Member's Phone Number

  Required
      If this switch is set to Yes, your client is required to enter some text in this text field.
      Also, a red asterisk will be displayed to the left of the label indicating this is a required field.
      In the example above the red asterisk to the left of the label indicates phone is a required field.
      Clients will not be able to submit the form without entering a phone number.
      Use this switch with caution, some fields are better left alone: e.g. every client will not have a middle initial.
  Edits
      If this switch is set to anything besides "none", it will require your client to enter text that conforms to the selected edit.
      Here are the available edits:
      Numbers Only
          If this edit is invoked, clients are only able to enter numbers & 1 decimal point.
          Use this with text fields like salary, price, amount, weight etc...
      Valid Date
          If this edit is invoked, clients are only able to enter a valid date in the format of MM/DD/YYYY.
          MM (month) must be between 01 & 12, DD (day) must be between 01 & 31 and YYYY (year) must be four digits like 1984.
          Use this with text fields like birth date, expiration date, application date etc...
      Valid E-mail
          If this edit is invoked, clients are only able to enter a valid e-mail address in the format of yourname@yourdomain.com.
          E-mail is the only text field this edit should be used with.

Note: To change any of these setting after your initial conversion, you must re-convert the original HTML form page.




I. HTML Form Page Conversion - C. Image Path Conversion
Image Path Conversion

In order to keep your form page 100% secure, we give you the ability to upload your images
to our secure servers. In conjunction with uploading your images, first a conversion of your
image paths, to point to our directory structure, is necessary. This conversion requires no
manual intervention. The system automatically detects that you have images in your HTML,
and prompts you to convert them. Simply click the 'Convert image paths' radio button on the
'Field Edits' page.

If you selected the 'Convert image paths' radio button, you will be prompted to upload images
on the 'Download HTML' page and again on the 'Conversion/Settings' page. Simply click the
button to get started. Click here for more image upload detail 3. Image Update.




I. HTML Form Page Conversion - D. Javascript Edits
Javascript Edits

When required fields and/or field edits are selected from the 'Field Edits' page (during conversion), javascript will
be added to your form page to support those functions. Sometimes this javascript will conflict with any existing Javascript
code. This is why it is recommended that you remove all existing javascript from your original HTML form page before
conversion.




II. Hosting Options & Form Placement
Options for where your form page should reside.

If you are handling sensitive information( e.g. credit card, social security number etc...);
need a secure site; and your web hosting company does not provide this service, then hosting
your form with us is ideal. However, if your information is not of a sensitive nature, using
your web hosting company's servers could be beneficial.




II. Hosting Options & Form Placement - A. Host HTML Form Page On Another Server
Host HTML Form Page On Another Server

Instructions:

a)
From the 'Download HTML' page (available only immediately after a conversion):
Right click on the link in the center of the page. Looks something like this:
https://www.elbowspace.com/servlets/frhclientformdisplayCONVERTED?xr4=&formts=2005-01-15 10:10:10.999001
or
From the 'Conversion/Settings' page (available anytime; from the main menu click '4. Form Settings & Link Test')
right click the link under the 'View/Replace HTML Form' section. The link will looks something like this:
https://www.elbowspace.com/servlets/frhclientformdisplayCONVERTED?xr4=&formts=2005-01-15 10:10:10.999001

b) In the resulting window click 'Save Target As ...'
c) Create a descriptive name for your HTML file and enter it in the 'File Name:' box.
    This file will be saved on your computer based on the file path you selected in the 'Save In:' box.
d) Upload or FTP the saved file to your web hosting company's server.
e) Create a link on your home page (or any page) to the location of the new HTML form page.

Important Note: When hosting the HTML Form Page on another server, be sure to select the
'Do Not convert image paths' radio button on the 'Field Edits' page. Otherwise, your image paths
will be modified erroneously. Most users will not have this problem because the 'Do not convert image paths'
option is the default. If you form has already been converted, re-convert your original form page to reset this option.




II. Hosting Options & Form Placement - B. Host HTML Form Page On Our Servers
Host HTML Form Page On Our Servers

Instructions:

a)
From the 'Download HTML' page (available only immediately after a conversion):
Copy the link in the center of the page. Looks something like this:
https://www.elbowspace.com/servlets/frhclientformdisplayCONVERTED?xr4=&formts=2005-01-15 10:10:10.999001
or
From the 'Conversion/Settings' page (available anytime; from the main menu click '4. Form Settings & Link Test')
Copy the link under the 'View/Replace HTML Form' section. The link will looks something like this:
https://www.elbowspace.com/servlets/frhclientformdisplayCONVERTED?xr4=&formts=2005-01-15 10:10:10.999001

b) Paste the copied link on to your home page (or any page).

Note: When hosting the HTML Form Page on our server, it is recommended that you host your images with us as well.
Select the 'Convert image paths' radio button on the 'Field Edits' page to accomplish this. If you form has already been
converted, re-convert your original form page to set this option.
See C. Image Path Conversion for more information.




III. Registration & Member Info
Registration information is initially entered through the 'Member Registration' page (STEP 2).
After completing a form, for the first time, you will be automatically directed to the registration page or
from the "Introduction' page click on 'Sign Up Now' (in the middle of the page) to register.

All registration information (with the exception of USER ID) can be updated via option '6. View/Edit Member Info'
found on the 'main menu' page.




III. Registration & Member Info - A. User Id

User id is the primary method of identification we have for our members and all of their correspondence related
to our site. You will need to remember you User Id in order to log on.

User Id must be a valid email address. We suggest making it your primary email account. Occasionally,
you will receive very important messages from us.

Important Note User Id is the only registration field that is not modifiable. Please enter it carefully.




III. Registration & Member Info - B. Password

Password is required to provide security to your account. You will need your Password in order to log on.
If you forget your password, click option 'E-mail my password' found on the 'login' page.

Password can be up to 10 alphabetic and/or numeric characters. Special characters (such as #,$, or % ...)
will not be accepted.

Password can be modified via option '6. View/Edit Member Info' found on the 'main menu' page. Simple enter
you new password in the 'Password' and 're-type Password' fields. If the Password fields are left blank,
your password will remain unchanged.




III. Registration & Member Info - C. First Name

First Name Your first name is required to register.




III. Registration & Member Info - D. Middle Initial

Middle Initial Your middle initial name is requested for registration.




III. Registration & Member Info - E. Last Name

Last Name Your last name is required to register.




III. Registration & Member Info - F. Company Name

Company Name Your company name is requested for registration.
This will help us tailor enhancements towards your needs.




III. Registration & Member Info - G. Type of Business

Type of Business Your type of business is required to register.
This will help us tailor enhancements towards your needs.




III. Registration & Member Info - H. Phone

Phone Your phone number is required to register, incase we need to contact you.




III. Registration & Member Info - I. Address

Address Your address is required to register, incase we need to contact you.




III. Registration & Member Info - J. City

City Your city is required to register, incase we need to contact you.




III. Registration & Member Info - K. State

State Your state is required to register, incase we need to contact you.




III. Registration & Member Info - L. Zip Code

Zip Code or Postal Code Your zip code or postal code is required to register, incase we need to contact you.




III. Registration & Member Info - M. Country

Country Your country is required to register, incase we need to contact you. If outside the U.S., please
enter your province along with your country in this field.




III. Registration & Member Info - N. Alternate E-Mail

Alternate E-Mail If you have one, an alternate email is requested for registration. If you obtain a new primary email address,
let us know by changing the alternate email. You User Id is not modifiable.




III. Registration & Member Info - O. How did you hear about us?

How did you hear about us? 'How did you hear about us?' is required for registration.
This information is crucial to our advertising campaign.




III. Registration & Member Info - P. Position Held

Position Held Position held is required for registration.




III. Registration & Member Info - Q. Free 30 day trial

Free 30 day trial Get 30 days absolutely free. Your credit card is not required during the trial period. When you upgrade to
a subscription, you will retain all of your form info & data. Your new subscription will always start the day of your trial
expiration, regardless of when you upgrade.




IV. Logging In
Use the User Id & password you initially entered through the 'Member Registration' to login.
The button is located on every page in the upper right hand corner. If you do not remember
your password, click option 'E-mail my password' option found in the middle of the 'login' page.





V. Subscription & Payment
If you choose to subscribe after your free 30 day trial, you will have several options available to you:



V. Subscription & Payment - A. Payment Method

Payment Method

1) We accept the following credit cards:
2) We accept the following debit cards:
3) We accept PayPal
4) We even accept personal checks.

The first three payment methods will start your service immediately. If you pay by personal
check, the funds will have to be verified first.

Note You will not be asked for any payment info until your free 30 day trial is complete.




V. Subscription & Payment - B. Subscription Terms

Subscription Terms

1) All monthly subscriptions will be billed three months at a time.
2) Annual Subscriptions will remain billed one year at a time.
3) All sales are final. No refunds will be given on cancelled subscriptions.
4) If the subscription renewal date is greater than the most current subscription or trial end date
    (subscription or trial expired), the new subscription will start on the date of the renewal.
5) If the subscription renewal date is less than the current subscription or trial end date
    (subscription or trial active), the new subscription will start on the end date of the active subscription or trial.

Don't let your subscription lapse, use auto-renew. Click here for more info Auto-Renew Info




VI. Conversion/Settings
Customize various form processing settings through the use of the 'Conversion/Settings' page.
Link #4 on the main menu.




VI. Conversion/Settings - A. View/Replace HTML Form

View/Replace HTML Form

Instructions:

a)
From the 'Conversion/Settings' page (available anytime; from the main menu click '4. Form Settings & Link Test')
right click the link under the 'View/Replace HTML Form' section. The link will looks something like this:
https://www.elbowspace.com/servlets/frhclientformdisplayCONVERTED?xr4=&formts=2005-01-15 10:10:10.999001

b) In the resulting window click 'Save Target As ...'
c) Create a descriptive name for your HTML file and enter it in the 'File Name:' box.
    This file will be saved on your computer based on the file path you selected in the 'Save In:' box.
d) Upload or FTP the saved file to your web hosting company's server.
e) Create a link on your home page (or any page) to the location of the new HTML form page.

Important Note: When hosting the HTML Form Page on another server, be sure to select the
'Do Not convert image paths' radio button on the 'Field Edits' page. Otherwise, your image paths
will be modified erroneously. Most users will not have this problem because the 'Do not convert image paths'
option is the default. If you form has already been converted, re-convert your original form page to reset this option.




VI. Conversion/Settings - B. Link Test

Link Test

After creating your form, perform a quick test by clicking the link, found under the 'View/Replace HTML Form' section
of the 'Conversion/Settings' page. The link will looks something like this:
https://www.elbowspace.com/servlets/frhclientformdisplayCONVERTED?xr4=&formts=2005-01-15 10:10:10.999001

This test will be no different than what your users will submit after the link has gone live.
The data will be captured or emailed in the same way. The edits on the form will be the same. For
this reason, we are suggesting the following testing guidelines.

Testing Guidelines:

1) After clicking the test link and generating the form page, begin entering data.
2) At first we suggest leaving required fields blank, entering letters in 'numbers only' fields,
    entering invalid email address etc... to test your edits. You should receive a small
    pop up page or a full size error page (with a stop sign), explaining the error, for
    every one of these invalid conditions.
3) Next, we suggest entering valid test data. Enter data that you will not confuse with
    your user's entries. E.g. for name use John Doe, city anytown USA etc...
4) The next step is data validation. From the main menu click '1. View & Download Client Data',
    select your form from the list and review your data from the 'Client Form Data' page.
    If you opted to have your data sent to email, simply validate your data from your email account.




VI. Conversion/Settings - C. Thank You Page Setting

Thank You Page Setting

This setting is truly about what you would like your client to see after submitting the form.
There are three settings available:




VI. Conversion/Settings - C. Thank You Page Setting - 1. I have my own thank you page

I have my own thank you page

This selection is very flexible. You can enter almost any URL and your users will receive that page
upon form submission.




VI. Conversion/Settings - C. Thank You Page Setting - 2. Elbowspace.com default thank you page

Elbowspace.com default thank you page

The default thank you page is a very simple page containing the following elements:

1) The same custom header created for your form page including the form title.
2) The phrase 'You information has been received'.
3) On the next line the phrase 'Thank you' in big bold letters.
4) And finally, a link back to your homepage.

Note: There is a link to the default page next to the selection. This allows you to
view before you select.




VI. Conversion/Settings - D. Data Collection Setting

Data Collection Setting

How would you like to access your client's responses? Would you like them sent to you by email or
would you like to download them from our secure servers? There are three settings available:




VI. Conversion/Settings - D. Data Collection Setting - 1. View Via Elbowspace Site No E-mail Notification

View Via Elbowspace Site No E-mail Notification

Selecting this option triggers our system to begin storing your client's
responses (data) on our databases. We retain this information for one full
year. There are several methods of retrieving this information securely from
our servers (see B. View & Download Client Data).

Advantages:

1) Because there is no email notification, this option provides faster response time to
    your users.
2) Data collection is 100% secure.
3) View a collection of data records (25 per page) all at once or view one data record,
    in a formatted page, at a time.
4) Print a formatted page data record directly from your browser.
5) Import formatted page data record into Microsoft Word(TM), with the option of modifying
    the document. (e.g. add a signature line)
6) Download data records to a delimited file of various formats. Use this file to upload
    into an application or spreadsheet.
7) Search for data records by date of entry.

Disadvantages:

1) No email notification, you must login to see if there are any user responses.




VI. Conversion/Settings - D. Data Collection Setting - 2. View Via Elbowspace Site + E-mail Notification

View Via Elbowspace Site + E-mail Notification

Selecting this option triggers our system to begin storing your client's
responses (data) on our databases. We retain this information for one full
year. There are several methods of retrieving this information securely from
our servers (see B. View & Download Client Data).

One daily notification email will be sent to you, only if your users have
made at least one response throughout the day. We decided not to send an email
per occurrence (response), because this would adversely impact the response time
to your user.

Important Note: No user data will be sent via email using this option. The email
will contain the form title and a message telling you that you have at least one user
response waiting in the queue.

Advantages:

1) Because email notifications are done, once a day, in batch mode, this option provides faster
    response time to your users.
2) Data collection is 100% secure.
3) View a collection of data records (25 per page) all at once or view one data record,
    in a formatted page, at a time.
4) Print a formatted page data record directly from your browser.
5) Import formatted page data record into Microsoft Word(TM), with the option of modifying
    the document. (e.g. add a signature line)
6) Download data records to a delimited file of various formats. Use this file to upload
    into an application or spreadsheet.
7) Search for data records by date of entry.

Disadvantages:

1) Only one email notification per day. If your business requires you to turn around responses
    (or purchases) more often than once a day, you must login to become aware of new user responses.




VI. Conversion/Settings - D. Data Collection Setting - 3. Receive Data Via E-mail Only

Receive Data Via E-mail Only

Selecting this option triggers an email to be sent (*to the email address of you choice)
for every user response. No user responses (data) will be stored on our databases.
Retrieve this information by logging on to your email account.

Important Note: We recommend not using this method if your form collects sensitive information
such as name, address, credit card, social security number etc... This is an unsecured method of
data collection.

Advantages:

1) You can retrieve other business email, personal emails and your user responses all from
one centralized repository (your email account).

Disadvantages:

1) You must maintain your own history in your email account.
2) You are limited to the tools and options of your email provider.
3) We do not store any of your client's responses or data.
4) The transmission is sent over email; therefore, it is not secure.

*There is a text box associated with this option. If you enter an email
in this box, your user responses will be directed towards this email. If
no email is entered, your alternate email address (6. View/Edit Member Info)
will receive your user responses. If an alternate does not exist, the userid
you registered with will receive your user responses.




VI. Conversion/Settings - E. Form Page Parameters

Form Page Parameters

Additional parameters that help with the identification & navigation of your forms.




VI. Conversion/Settings - E. Form Page Parameters - 1. Web Site URL

Web Site URL

Enter the web address of your homepage here. You users will be directed back to this URL after they
have received a 'Thank You' page.




VI. Conversion/Settings - E. Form Page Parameters - 2. Form Page Title

Form Page Title

Title is a short description that will not only define the form to your clients but also identify
the form to you.

Examples: Product Order Form, Employment Application, Credit Card Payment Form, User Survey etc...

Title can be updated at any time without having to re-convert your form.




VI. Conversion/Settings - E. Form Page Parameters - 3. Image Update

Image Update

If you selected the 'Convert image paths' radio button, during your form conversion (see C. Image Path Conversion),
you will be prompted to upload images on the 'Download HTML' page and again on the 'Conversion/Settings' page.
Simply click the button to get started.

Instructions:

1. Locate images (logo or trademark) on your web site, one by one, that you would like to upload to our servers.
2. Right click on this image then click 'Save Picture As ...'
3. You will be prompted to save this image on your computer. Save it & remember the file name & folder.
4. Use the original image path to identify the image you are uploading.
5. Click the 'Browse...' button below, then locate your saved image. Finally click the 'Image Update' button.

If the 'New Image Path' column displays the term 'Upload Pending', then no image associated with that path
has been uploaded and the image will not resolve. Be sure to upload all images associated with the 'original image path'
column. There is nothing worse than unresolved images on an HTML page.

Note: If the 'Convert image paths' radio button is not selected during conversion, the button
will not be displayed anywhere.








VI. Conversion/Settings - F. Automatic Subscription Renewal Setting

Automatic Subscription Renewal Setting

Protect yourself from service interruptions by enrolling your subscription in our auto-renew program.
When this option is set to "Yes", you will receive an email, from us, approximately one week
before the form expiration date. This email will let you know that you are enrolled in our
auto-renew program, your card will be charged (in a few days) for a subscription renewal and
if you do not wish to renew, flip this option to "No" (by a specific date).

When this option is set to "No", your card will never be charged without your direct involvement.




VI. Conversion/Settings - G. Deleting a Form

Deleting a Form

At the top of the 'Conversion/Settings' page there is a link labeled 'Delete Form'.
Be very careful with this link. It will completely and permanently delete the
current form. When clicking this link you will first receive a confirmation pop-up;
then, if you answer yes, your form is gone...





VII. Retrieving Client Data
There are two basic methods for retrieving client data (user responses):




VII. Retrieving Client Data - A. Email Only

Email Only

To retrieve your client data using this option, simply log in to the email account which you
have assigned to collect client data. For more information on the email data collection option
click: 3. Receive Data Via E-mail Only




VII. Retrieving Client Data - B. View & Download Client Data

View & Download Client Data

Retrieve your client data, using this option, securely, by following these instructions:

1) Login to www.elbowspace.com. Login instructions
2) From the main menu click '1. View & Download Client Data' and select your form from the resulting list.


VII. Retrieving Client Data - B. View & Download Client Data - 1. Client Form Data Page

Client Form Data Page

The 'Client Form Data' page is made up of:

1) Form Title (big bold letters in the center of the page).
2) Column Headings: With the exception of column #1, column heading are
    made up of the field labels, defined by you, during the creation of form line items.
3) Column # 1 labeled 'DATE/TIME; however it serves several other functions as well:
        a) DATE/TIME - The date and time the response was submitted by your user.
        b) Viewed/Not Viewed - The first time a data record is displayed (on the 'Client Form Data' page) it will show
            as 'Not Viewed' in red text; otherwise it will show as 'Viewed' in blue text.
        c) Formatted Page - The selected data record, alone, on a page with no images or colors. See 3. Formatted Page.
        d) Delete - When this link is clicked, it will delete the corresponding data record. Warning: This is permanent.
4) Data elements make up the rest of the grid. These are actual client responses respective to their column heading.

The 'Client Form Data' page has a maximum limit of 25 data records per page. When the number of data records
has exceeded 25, a 'Next Group of records' button will appear at the bottom center of the page. Note: You might
have to page to the right to see it, depending on the number of columns on your page (or form).

Data records appear in date order, with the most current date/time at the top.

Search for data records by date/time. Manipulate the date & time list boxes directly underneath the form
title. After clicking 'Search by date & time' the system will return the data record closest to the date
& time selected in the list boxes, with out exceeding the selected date & time. All subsequent records
(up to 25 per page) will also display.


VII. Retrieving Client Data - B. View & Download Client Data - 2. Downloading Client Data

Downloading Client Data

From the 'Client Form Data' page click the 'Download Formats' link located at the top center of the page.

By default, your first click from the 'Client Form Data' page will yield the current date's download data file.

Download Data File will be located at the top center of the page if any data records exist for
that day. The link will look something like this: Download Data File - 12/06/2004
To download this file on your hard drive, right click on the link and use the 'save as' option.

If no data records exist for that day, you will see No data for the following date: - 01/23/2005 in place of the link.

Calendar Search. To view a different day's download, click any day from the two calendar months located near the center of the page.

The calendars will scroll. If a day on the previous month's calendar (right-hand calendar month) is clicked, the resulting page will show that
month in the center of the page while displaying a new previous month's calendar on the right-hand side.

Download Format. Currently, there are two download formats to choose from: 1) Microsoft Excel(TM) and
2) Text File format. Microsoft Excel(TM) is the default format.

The two choices for file delimiter are: 1) Tab delimited and 2) Comma Delimited. Tab delimited is the default.
A delimiter is a character that allows software to differentiate separate data fields on a record.




VII. Retrieving Client Data - B. View & Download Client Data - 3. Formatted Page

Formatted Page

From the 'Client Form Data' page, in the left-hand column, click the 'Formatted Page' link associated to the data record of your choice.

The formatted page consists of the following elements: Form title, date of entry, field labels and the field data for
the selected data record. The formatted page is very similar to the form (where the data was entered), with the
exception of : no colors, no images and all fields are display only.

The formatted page is perfect for use as a Microsoft Word(TM) document. Instructions:
1) At the top of your browser click the 'View' button and from that menu click the 'Source' button.
2) This will generate a new window populated with HTML. From the top left-hand corner of the new
    window, click 'File' then the 'Save As' button. Enter a name for your file with the extension of .html.
3) Open your .html file using Microsoft Word(TM). Then save the document with a .doc extension.




VII. Retrieving Client Data - B. View & Download Client Data - 4. Deleting Client Data Records

Deleting Client Data Records

Instructions:

From the 'Client Form Data' page, in the left-hand column, click the 'Delete' link associated to the data record of your choice.

Warning: Please proceed with caution, this operation is permanent.




VIII. Form Submission Report
Use the Form Submission Report to Keep track of your users responses. Measure the effectiveness of
your forms or ensure that you do not exceed your form submission subscription limit.

The form submission report displays information for one month only. The default is the current month & year.




VIII. Form Submission Report - A. Form Submission Report Elements

Form Submission Report Elements

All form submission elements on the report are applicable to the month in the title only.

1) Form Title - Form Identification.
2) Client Form Submissions (to e-mail) - This is a count of user form submissions in which
    the results were delivered to you by email.
3) Client Form Submissions (to database) - This is a count of user form submissions stored
    on our databases, and viewable by you through the use of main menu option 1.
4) Total Form Submissions - The sum of # 2 and # 3.
5) Form Expiration Date - The date the form expires, trial expires or expired.
6) Service Level - Trial, basic, standard or volume.
7) Maximum Allowed Form Submissions - This number is directly correlated to the service level (see pricing).
8) Remaining Form Submissions For Month - # 7 minus # 4.




VIII. Form Submission Report - B. Record Search By Date

Record Search By Date

Access reports for a previous month by manipulating the month & year list boxes, directly
above the report title, then clicking the 'Report by month & year' button.




IX. Subordinate (Child) Account Maintenance
A subordinate (child) account is an individual or an organization that you would like to
have limited access to form submission data. Examples:

1) Tony (A pizza parlor owner) would like Bob (an employee) to process the online pizza orders.
Tony set Bob up as a Child Account. Bob now has access to the form data responses associated
with the pizza order form and nothing else.

2) Henry owns a web design company and has received a request, from a Cheryl (a new client), to create a
home page for a new cooking school along with an online enrollment form for potential
students. Henry designs the home page and creates the form (using Elbowspace.com). He then
sets up a child account for Cheryl. Cheryl is now able to access her enrollments online.




IX. Subordinate (Child) Account Maintenance - A. Child Account Registration

Child Account Registration

From the main menu, click '8. Subordinate (Child) Account Maintenance'. If no child accounts exist,
the 'Child Account Registration' page will appear; otherwise, a list of your child accounts will appear,
along with a link to the 'Child Account Registration' page.

This page is very simple to fill out. The required fields are: USERID, PASSWORD, FIRST NAME & LAST
NAME. The rest of the information may be left blank or filled in by the future user of the account
at a later time.

Once registered, furnish the future user of the child account their USERID & PASSWORD.
They can now log in to the Elbowspace.com web site like a normal user; however, with
limited access.




IX. Subordinate (Child) Account Maintenance - B. Child Account List

Child Account List

From the main menu, click '8. Subordinate (Child) Account Maintenance'. If you have previously
registered child accounts, a list will appear. The elements consist of the child account's User Id,
First Name and Last Name. Once you have identified the account you would like to work with,
click on the corresponding 'User Id' link.




IX. Subordinate (Child) Account Maintenance - C. Child Account Access Detail

Child Account Access Detail

This page simply lists all of the forms the Master (Parent) account has created and whether or not
this particular child account has data viewing access rights to a particular form. Data viewing rights
may be given or taken away by manipulating the radio buttons labeled 'Access', then clicking the
'Update Access' button at the bottom of the page.




IX. Subordinate (Child) Account Maintenance - D. Child Account Usage

Child Account Usage

A Subordinate (Child) account can function like a parent account with certain restrictions.


IX. Subordinate (Child) Account Maintenance - D. Child Account Usage - 1. Logging in

Logging in

Logging in for a Subordinate (Child) account is no different than for a parent account.
Login instructions


IX. Subordinate (Child) Account Maintenance - D. Child Account Usage - 2. Form Access

Form Access

From access for a Subordinate (Child) account is determined by the parent account.
The parent account may selectively give the child account access to any form in their inventory,
through the use of the following:

Child Account Access Detail


IX. Subordinate (Child) Account Maintenance - D. Child Account Usage - 3. Allowed functions

Allowed functions

A Subordinate (Child) account is only allowed access to two major functions:

1) Retrieving Client Data.

All functions under this category are available to a child account except for
'Deleting Client Data Records'. For more information, click the following:
Retrieving Client Data

2) Member Info Update.

Since the actual user of the child account does not initially enter their own
member information, they have access to change the following through the use of
the 'View/Edit Member Info' option:

Password, First Name, Middle Initial, Last Name, Address, City, State, Company Name, Zip Code
Type of Business, Country, Position Held, Alternate E-Mail & Phone.




X. User Auto-Confirmation Email Maintenance
An Auto-Confirmation Email is a notification or response sent to your users, when they submit a form.
It can be used as a purchase receipt, as a notification that information was received or to communicate
any message. Customize your Auto-Confirmation Email to best suite your communication needs.




X. User Auto-Confirmation Email Maintenance - A. User Auto-Confirmation Email Elements

User Auto-Confirmation Email Elements

This section describes both optional & required field elements that help you customize your confirmation email.


X. User Auto-Confirmation Email Maintenance - A. User Auto-Confirmation Email Elements - 1. Auto-Confirmation Enabled/Disabled

Auto-Confirmation Enabled/Disabled

A radio switch that allows you to discontinue sending confirmation emails, for a particular form.
Simply click the appropriate radio button (Auto-Confirmation Enabled, if your would like to turn the email
service back on or Auto-Confirmation Disabled, if your would like to turn the email service off.)

Whenever you invoke the 'User Auto-Confirmation Email Maintenance' page, the enable/disable radio buttons
will reflect the current status of your email service.


X. User Auto-Confirmation Email Maintenance - A. User Auto-Confirmation Email Elements - 2. Auto-Confirmation Recipient

Auto-Confirmation Recipient

This is the person that will receive the confirmation email. Simply put, this is email address
associated with the To: section of the email.

To ensure the recipient is the same as the person filling out the form, you are asked to select
the email field where your users are directed to enter their email address. The selection list
will only include fields that are text fields, marked as required and have a field edit of 'Email'.
If no fields are found, on the form, that fits this criteria, the 'User Auto-Confirmation Email Maintenance' page
will not display. Instead, you will receive an error message directing you to setup an email field on the form.
To setup an email field see Edits - Valid E-mail under B. Field Required & Field Edits


X. User Auto-Confirmation Email Maintenance - A. User Auto-Confirmation Email Elements - 3. Email Subject

Email Subject

The email subject line is limited to your choice of several options listed in a selection box.
This limitation was implemented to thwart abuse. If you have a need for a subject line, other than
the ones provided, please send us an email to custserv@elbowspace.com, and we will add it to
the list.

You may further customize your subject line by adding a prefix to the email subject. Any values are allowed
in this free form text field; however, it is mostly used to show you company name on the subject line.

Prefix is optional. If no prefix is entered, the selected subject line will stand alone.

Example:

Select an email subject line below


Enter a prefix for your subject below (Optional)


The above example will yield the following subject line:

XYZ Inc. - Your Information Has Been received


X. User Auto-Confirmation Email Maintenance - A. User Auto-Confirmation Email Elements - 4. Email Sender

Email Sender

This is the person that appears to be sending the confirmation email. Simply put, this is email address
associated with the From: section of the email.

A valid email address is required in this text field. Usually this field contains the email address of
the customer service department or a company official.


X. User Auto-Confirmation Email Maintenance - A. User Auto-Confirmation Email Elements - 5. Auto-Confirmation Email Body

Auto-Confirmation Email Body

Enter the main body of text (message to your users) in this free form text area.
Keep things simple by entering a fixed message that will be sent to every form
submitter, or use the 'Recipient Salutation' and/or the 'Email Body Variable XREF'
options (explained in the next two sections) to customize your email body text.


X. User Auto-Confirmation Email Maintenance - A. User Auto-Confirmation Email Elements - 6. Recipient Salutation

Recipient Salutation

A salutation is the greeting found at the top of every letter. ( E.g. Dear John, Greetings Henry, etc... )
You may opt to put a generic salutation (e.g. Dear Customer, ) in the body of the email or you may use
this option to personalize a salutation.

Requirements:

1) Your form must contain a field that collects your user's first name, company name or whatever name
you would like included in the salutation.
2) This field must be marked as required (See Required under B. Field Required & Field Edits )

A selection list is presented containing all text fields that are marked as required, excluding fields with any field edits.
If a field (usually first name) is selected from this list, a salutation will be added to the top of the email body when the
email is sent. This salutation will contain the word 'Greetings', the value of the selected field then a comma
(e.g. Greetings Jerry,). There will also be a spaced out line between the salutation and the body of text.
If no field is selected, nothing will be added to the email body.


X. User Auto-Confirmation Email Maintenance - A. User Auto-Confirmation Email Elements - 7. Email Body Variable XREF

Email Body Variable XREF

Use this option to allow variable information to be included in the body of the email.

Examples:
1) Purchase order total
2) Shipping or billing address
3) Payment method etc...

You may include up to 5 position variables in the body of the email text. Here are the
5 allowable position variables (they must be entered exactly as shown):

####1 ####2 ####3 ####4 ####5

First, place one or all of these variables in the body of the email where you would like variable
data to be placed.

Next, select a position variable from the XREF Input Field, of your choice, that corresponds to a
position in the email body. Each cross-referenced field value will replace the corresponding
variable position in the body of the email.

Example:

Enter the email body of text
XREF Input Field
1   E-Mail:
2   Grand-Total:
3   Zip Code:
4   First Name:
5   Last Name:


The email might look like this (since it will be different for each form submitter):

Your order has been received.
Thank you for your purchase.

The total for your purchase is: $45.75

Thanks Kerry Johnson

To view your order, sign on to

http://www.elbowspace.com

USERID: Kerryj2000@hotmail.com

John Doe
XYZ, Inc.


X. User Auto-Confirmation Email Maintenance - B. User Auto-Confirmation Email Update

User Auto-Confirmation Email Update

After clicking the 'Update & Continue' button, you should receive the message
'Successful Update of Auto-Confirmation Email Information!'. This indicates all
of your options have been updated. The next step is to test your auto-confirmation
email.


X. User Auto-Confirmation Email Maintenance - B. User Auto-Confirmation Email Update - 1. Auto-Confirmation Email Test

Auto-Confirmation Email Test

In order to verify that your email format is correct, it is highly recommended that you run at least one test
of your newly updated auto-confirmation email.

Instructions:
1) Click on the form link located in the center of the page or on your home page (It's the same link).
2) Enter a valid email address in the field you defined under the 'Recipient Email Field' section.
3) Submit the form, open the email account ( Recipient Email) and review the email format.