System Requirements

Architecture

Sync & Save is a .Net Windows application that runs on a workstation or server on your local network.

Sync & Save communicates with the public web services provided by doForms.

Machine Requirements

  • Operating System:
    • Windows Vista (All Editions)
    • Windows 7 (All editions)
    • Windows 8 (All editions except RT)
    • Windows 10
    • Windows Server 2003
    • Windows Server 2008
    • Windows Server 2012
    • Windows Server 2016
  • Processor: 1 GHz
  • RAM: 512 MB
  • Disk Space: 20 MB
  • Framework: Microsoft .Net Framework 4.5.2
Customers have also had success running Sync & Save on Apple hardware using VMWare.

Network Requirements


Sync & Save communicates with web services located at the following urls:
  • https://wss-dot-mydoforms-hrd.appspot.com/wss
  • https://wssbe-dot-mydoforms-hrd.appspot.com/wss
  • https://pinestreetdata.com/admin/check.asmx  (license activation)
  • http://wss.mydoforms-hrd.com (attachments)
Any firewall or proxy server must allow access to the above urls.

If you are using a proxy server that only supports HTTP 1.0, please follow the directions here.

Walkthrough

  1. Introduction
  2. System Requirements
  3. Main Screen
  4. Submissions: Adding A New Job
  5. Submissions: Configuring the Export Settings
  6. Submissions: Setting Up the Export Format
  7. Submissions: Using The Submissions Tab
  8. Submissions: Dealing With Errors
  9. Submissions: Handling Repeating Data
  10. Submissions: Exporting To Text Files
  11. Submissions: Exporting To Sql Server, MySQL, Oracle, Access, Sybase ASE, or ODBC
  12. Submissions: Exporting To Excel
  13. Submissions: Exporting To PowerPivot For Excel
  14. Submissions: Exporting to Word
  15. Submissions: Exporting To QuickBooks
  16. Submissions: Exporting To QuickBooks Customer
  17. Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt
  18. Submissions: Exporting To QuickBooks Vendor
  19. Submissions: Exporting To QuickBooks Purchase Order
  20. Submissions: Exporting To QuickBooks Item Receipt
  21. Submissions: Exporting To QuickBooks Bill
  22. Submissions: Exporting to QuickBooks Receive Payment
  23. Submissions: Exporting To QuickBooks Time Entry
  24. Submissions: Exporting To QuickBooks Online
  25. Submissions: Exporting To QuickBooks Online Customer
  26. Submissions: Exporting To QuickBooks Online Estimate, Invoice, Sales Receipt
  27. Submissions: Exporting To QuickBooks Online Vendor
  28. Submissions: Exporting To QuickBooks Online Purchase Order
  29. Submissions: Exporting To QuickBooks Online Bill
  30. Submissions: Exporting to QuickBooks Online Time Activity
  31. Submissions: Exporting To Sage 50 (Peachtree)
  32. Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice
  33. Submissions: Exporting To Sage 50 Customer
  34. Submissions: Exporting To Sage 100 (MAS 90 / MAS200)
  35. Submissions: Exporting To Sage 100 Sales Order, SO Invoice, AR Invoice
  36. Submissions: Exporting To SharePoint
  37. Submissions: Exporting To Salesforce.com
  38. Submissions: Exporting To Evernote
  39. Submissions: Exporting Attachments
  40. Submissions: Exporting PDF Report
  41. Submissions: Exporting A Specific Date Range
  42. Submissions: Filtering Submissions
  43. Submissions: Archive
  44. Submissions: Approve Before Exporting
  45. Submissions: Working With Date And Time Values
  46. Submissions: Working With Select One and Select Multiple fields
  47. Submissions: System Fields
  48. Submissions: Handling New Versions Of A Form
  49. Submissions: Networkfleet
  50. Submissions: Fleetmatics
  51. Lookup Table: Adding A New Job
  52. Lookup Table: Settings
  53. Lookup Table: From A Sql Source
  54. Lookup Table: From A File Source
  55. Lookup Table: From QuickBooks
  56. Lookup Table: From QuickBooks Online
  57. Lookup Table: From Sage 50
  58. Lookup Table: From SalesForce.com
  59. Lookup Table: From A SharePoint List
  60. Lookup Table: From NetworkFleet
  61. Lookup Table: From Fleetmatics
  62. Lookup Table: Filtering Records
  63. Dispatch: Adding A New Job
  64. Dispatch: Settings
  65. Dispatch: Format
  66. Dispatch: From An SQL Source
  67. Dispatch: From QuickBooks
  68. Dispatch: Tables And Repeating Sections From An SQL Source
  69. Dispatch: From A File Source
  70. Dispatch: Tables And Repeating Sections From An XML Source
  71. Dispatch: From Salesforce.com
  72. GPS: Adding A New Job
  73. GPS: Configuration
  74. Options: Calculations
  75. Options: Encryption
  76. Options: Proxy Server
  77. Options: Email Notifications
  78. Connecting To Cloud File Systems
  79. Connecting To SFTP
  80. Connecting To QuickBooks
  81. Connecting To QuickBooks: User Account
  82. Calculating tax on a form for QuickBooks
  83. Scheduling Jobs
  84. Job Log
  85. Run Jobs From An External Application
  86. Sending Information To Support
  87. Sending Job Configuration to Support
  88. Licensing
  89. Upgrading
  90. Backing Up And Restoring
  91. Webservice Quota
  92. Release Notes
  93. Release Notes 1.13.x
  94. Release Notes 1.12.x
  95. Release Notes 1.11.x
  96. Third Party Software

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