E-Forms Wizard

The ECM Toolbox E-Forms Wizard is an interactive application 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 Wizard uses editable PDF forms 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.

Contact CASO for an ECM Toolbox E-Forms Wizard demo or to learn more