eForms software drives automation

Automated forms processing with electronic forms software and Document Locator.

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Automated Forms processing solutions using Document Locator document management software

Form automation

Automate form processing for all your forms and eliminate the hassles of manually processing, routing, and filing forms.

The addition of PerfectForms technology makes it easy to create electronic forms and then capture and manage forms-based records in Document Locator. The combination makes a very powerful form automation solution for all of your electronic business forms needs.

Electronic forms and document management

Capturing form submissions directly into your document management system multiplies the advantages of electronic forms processing.

Capture eForms

People submit forms and information is captured immediately in the system without any re-entry or scanning paper.

Apply Records Policies

Records policies can manage forms that are submitted according to records retention requirements.

File Form Submissions

eForms are automatically organized and filed as searchable PDF records, and security protects who has access.

Connect with Systems

Data can be shared with other systems, and forms can receive data using web services or API integration.

Route Forms for Approval

Intelligent workflow notifies others and can route forms for approval with routing decisions based on form data.

Monitor Progress

Keep an eye on form processes and monitor the status of form requests while they are in progress with powerful reporting tools.

Create custom electronic forms

Create eForms of any kind, from applications, to reports, to requests. You can build forms of all types and customize them with your own logos, images, and colors. Publish your forms internally for people in the office, or make them available online on the internet.

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Create custom electronic forms with company branding – Document Locator

Document management with eForms

Capturing form data directly into your document management system multiplies the advantages of electronic forms processing. Files are managed in a Windows-integrated system, where everything is searchable and easy to find. Folders and files appear just like shared network drives. Familiar operations make it as easy as Windows for people to use.

Many of the same functions are also available in a Web and Mobile companion to the desktop software.

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Submit and sign with web signatures and digital signatures

The combination of electronic forms with signature technology means people can complete a form and sign without any need for manual processing. It's an ideal digital signature solution. A form can be signed immediately with a web signature, or a completed form can be sent automatically to the submitter for a digital signature using DocuSign.

  • Make self-serve applications and requests that people can submit and sign
  • Route signed forms and documents internally for countersignatures
Digital electronic form signature automation with DocuSign – Document Locator