Electronic Forms Processing Software

eForms software drives automation

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

The optional addition of PerfectApps 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.

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Electronic forms and document management

Capture eForms

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

File form submissions

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

Route forms for approvals

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

Apply records policies

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

Connect with systems

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

Monitor progress

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

Structured consistency

A centralized, organized system replaces the hassles of unstructured and uncontrolled shared folders.

Document Management

Capture every version

Replaces ad-hoc file versioning with a systematic and automated approach that eliminates errors, confusion, and lost files.

Version control

Workflow automation

Create sophisticated or simple document workflow procedures that structure file-based tasks and automate work processes.

Workflow

Powerful integrations

Connect document control across business applications in a centralized approach for greater consistency and organization.

See all integrations

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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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

Very happy customer. Great pricing. Great support. Integration with forms tool (PerfectApps). Integration with custom .NET software used to accelerate IT Architecture development. Integration with secure HR systems to manage employee hiring and on-boarding. Ease of use finding Engineering documents.”

Edward M.Lead Business Systems Analyst

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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Ready for an Electronic Forms Demo?

Take the first step towards electronic forms with Document Locator. Request a demo today and discover how our document management solution can help your organization.

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