nFORM Release Notes and Documentation

This page provides a list of available documents for nFORM.

Please note that all documents posted here represent the documentation for the most currently released version of nFORM.

Release Notes

Formal Release Notes are available for each release of the system. Below are links to the release notes for the latest versions of nFORM. Note, the left column includes Release Notes for clients that utilize the nVIRO system. The right column includes Release Notes that do not utilize the nVIRO system (referred to as Standalone Version).

nFORM Release Notes For nViro

nFORM Release Notes - Standalone Version

nFORM Release Notes For nViro

nFORM Release Notes - Standalone Version

Client User Documentation

The nFORM Product provides a number of user-focused documents for Windsor's clients. These include documents such as (each document will be available from the associated hyperlink):

For additional support or answers to specific questions, head over to the nFORM Knowledge Base!

Client Technical/Administrator Reference Documentation

The nFORM Product provides a number of technical reference and administrator documents that our clients might find useful/helpful. These include documents such as (each document will be available from the associated hyperlink):

  • Control Attribute Reference Guide - A reference document used to provide a list of all attributes available for each control type, in support of data integration, document generation, and data integration with the payment voucher.

  • Data Dictionary - A dictionary of data elements in the database.

  • Data Model Diagrams - Data model diagrams to accompany the Data Dictionary.

  • Document Generation Design Guide - A guide to developing documents that are generated based on document templates through workflow step actions.

  • Electronic Signature Agreement Design Guide - A guide supporting the creation and refinement of the online and mail-in Electronic Signature Agreement documents that can be generated by the system and presented to the user in support of identity proofing and authorization of online signatures.

  • Email Template Design Guide - A comprehensive guide that aids in the creation and optimization of email templates used in the system, ensuring effective communication between organization and client.

  • Hard Copy Signature Design Guide - A guide supporting the creation and refinement of the Hard Copy Signature documents that can be generated by the system and presented to the user for signature and return to the agency.

  • IT Administration Guide - A guide describing how to administer the system. Included are topics such as architecture, implementation, configuration, administration features, accessibility, data integration, nTEGRATE and FAQs.

  • Payment Voucher Design Guide - A guide supporting the creation and refinement of the Payment Voucher Templates that will be presented with payment requests from the system.

  • Security Roles Overview - This document provides an overview of the different security roles within the system, detailing the access rights and permissions associated with each role to manage user privileges effectively.

  • Security Roles Matrix - Excel table that provides specific permissions for each user role in the system.

  • Submission Certification Overview and CROMERR - This document provides a description of the form certification and submission processes. This document also summarizes the CROMERR features.

  • Submission Data Export Guide - This guide provides information on how to download online payment transactions, dashboard data and submission data in Excel, JSON and XML formats.

  • Submission Processing Guide - A step-by-step guide that outlines the process of handling submissions within the system, covering form certification, data export, and other crucial aspects of submission processing.

  • System Requirements - This document inventories the minimum system requirements for installing a running nFORM.

  • Technical Architecture - This document provides an overview of nFORM's technical architecture.

  • VPAT - This document provides the 508 VPAT for ADA compliance received from Criterion (for version 4.3).

  • XML Submission Upload Guide - This document provides instructions for using the XML Submission Upload Guide.