eForms software drives automation
Automated forms processing with electronic forms software and Document Locator.
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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.
CREATE
Turn all your paper and PDF forms into intelligent eForms without any programming. A form builder tool lets you create custom forms with a simple drag-and-drop. Design forms with logos, images, and colors to reflect your brand. Publish eForms online for everyone, or keep them internal for employees.
PROCESS
Capture submitted forms directly in the document management system where they can be searched, secured, or routed in workflows. Form automation captures information directly from users, eliminating all need for manual data entry or scanning. Filing, routing, and approvals are all done electronically.
REPORTS
Built-in reporting tools give insight into form processes so you have complete visibility over forms that have been submitted and forms that are in processing. Multiple forms can even be summarized in a single report. Drill-down reports offer real-time visibility that drives improved decision-making and continuous improvement.
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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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.
Get a demoSubmit 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
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DownloadSee a demo
We’ll show you how your forms will work as eForms.