Electronic forms for easy forms processing
Make electronic forms and capture form-based information for automated, advanced processing using eForms with document management.
- Build and deploy electronic forms to capture information
- Automate form-based business processes
- Make simple or sophisticated forms without knowing any HTML or writing any code
Easy form building
- Create forms with an easy "What You See Is What You Get" (WYSIWYG) form builder
- Drag and drop individual form objects to create custom forms
- Embed video, captcha, and other form objects
- Design forms with logos, images, and colors to reflect your own brand
- Publish forms online or internally
Electronic forms and document management
Capturing form submissions directly into document management multiplies the advantages of electronic forms processing. Once a form entry is submitted, form data can be used to automatically generate a PDF file - a permanent record inside the document management system. The file can be searched, placed into workflows, managed according records policies for compliance, and more.
- Capture form data directly in Document Locator
- Render form data as PDF files, creating a permanent record in the document management system
- Search and retrieve PDF form submission files
- Route form submission files in automated workflows for document-style reviews and approvals
- Manage form submission files according to records policies, in compliance with regulations and audit controls
- View reports and monitor form submissions and form processing workflows
The standard optional PerfectForms add-on includes PerfectForms Forms Generator Workstation Server with unlimited form submitters and two form administrators. Additional PerfectForms add-ons are available for extra form administrators, forms web signatures, attachments in notifications (maximum three attachments in each message), and mobile form design.