Formate eVo Frequently Asked Questions


Formate eVo FAQ's

How is Formate eVo licensed?

Formate eVo can be purchased outright on a perpetual licence, or can be rented for a single monthly charge - On-premise and Cloud based systems are available

Is there a software maintenance charge?

Yes, on the perpetual license there is a 20% charge for software maintenance, which includes help desk support, technical fixes and free version upgrades

Is there a limit on the number of output types?

No, there are no limits to the number of output streams (e.g. printers, email, fax, publish to web etc.). 

Is Formate eVo difficult to configure? – for users with IT skills (and appropriate training) it’s really not difficult to use. However, for companies without IT resource we can provide just the Formate eVo server and we do all the setup and maintenance for you

If I’ve got a 1,000 invoices in my spool queue, can each customer get a unique document, delivered in a different way?

Yes, each document can be customised depending on key fields (e.g. account number) and business logic, delivered in the most appropriate way

I want to email documents but there’s no email address on my document or in my ERP system?

As Formate can query 3rd party datasources on the fly (e.g. SQL database or Excel), as long as there is a unique reference to tie the document to the email address held in the database, then we can provide a solution

Will Formate eVo work with my ERP system?

Yes, Formate eVo works with virtually all ERP systems (from SAP to Sage) without the need to modify their generic output

Can we run Formate eVo on our own cloud server?

Yes, for your own use (but not as a bureau service for other companies)

Can you host Formate eVo for us?

Yes, we can provide this service for a monthly charge

Is Formate eVo multi-threaded?

Yes, you can allocate threads to specific tasks for optimum performance, or for on-demand applications which need an instant response (e.g. pick-lists or delivery notes)

What specification of server does Formate eVo need?

Formate eVo requires a 64 bit MS Windows O/S with a minimum of 4GB RAM – Windows Server 2008 R2, 2012 R2  or  Windows 10 Pro

Will Formate eVo run on a virtual server?


Upgrading to Formate eVo

Do I need to migrate to Formate eVo?

End-of-life for non eVo versions of Formate has been declared for 31st December 2018.  All new development work to improve Formate functionality will be for Formate eVo only.

Download a PDF with details of End of Life (EOL - 31st December 2018) for older versions of Formate Software HERE.

Do I need help to migrate my current Formate processes over to Formate eVo?

This really depends on your Formate skillset and the complexity of your current application – for complex applications, we suggest that you purchase some professional services to help with your migration. Document Genetics will be happy to advise which services are recommended. For sites with SOHO/LITE you will need to purchase professional services.

Is there an automatic export/import tool available to migrate my current Formate form types into Formate eVo?

No, there is no automatic import/export routine, however, existing form designs can be exported and imported into Formate eVo. Scripts can be copied over to Formate eVo but will need editing as many functions have been updated and have additional/different parameters.