Dynamic eForms for ApplicationXtender
The ECM Toolbox Dynamic eForms is an interactive application, a user interface that guides the user through business processes such as new account opening, new employee on-boarding, or any process that uses several forms to complete a given procedure.
The Dynamic eForms to replace multiple hardcopy forms through business rules logic. These E-Forms function as templates consisting of data fields. Each space or blank on the form or check box becomes a data field. As the form is completed, data is entered into each field. The resulting data can then be pushed to any CRM, ERP, or other Line of Business application.
|Pre-population||Form fields can be pre-populated using key reference data to pull related data from multiple databases|
|Business rules||Prevents creation of erroneous and incomplete documentation|
|Database integration||Data pulled from existing databases using account number or other fields will eliminate data entry errors and increase efficiency|
|Application integration||Data pushed to existing databases will eliminate redundant data entry and provide close integration with existing line-of-business applications|
|Direct uploading||Forms not needing customer signature can be uploaded directly into electronic workflows|
|Signature flexibility||Forms requiring customer signature(s) can utilize electronic signatures or can be printed, signed, scanned and uploaded to electronic workflows; these forms may also be saved as PDFs, emailed to the customer for signature, and returned for scanning into the archive|
|Flexibility||Accept, reject or reassign single or bulk workflow tasks|
|Design customization||Customize the look and feel|
|Fast||Gathers client information and existing database information simultaneously|
|Cost reductions||Reduces scanning, printing, shipping, and supply costs|