Digitech E-forms Wizard

Overview

E-Forms Wizard is a Digitech add-on that guides you through business processes that use several forms, such as new account opening and new employee on-boarding. It is designed to work seamlessly with PaperVision® and ImageSilo®.

The Wizard uses business rules logic to replace your multiple hard copy forms with E-forms. Once created, the E-forms function as a template for filling in data fields. Resulting data can then be pushed to any CRM, ERP, or other Line of Business application.

Key Features

Smart E-Form Generation

• Form fields can be pre-populated using key reference data to pull related data from multiple databases.
• Business Rules logic creates accurate E-Forms and prevents creation of erroneous and incomplete documentation.

Seamless Integration

• E-Forms integrates with existing databases using account numbers or other fields to eliminate data entry errors and increase efficiency.
• Data pushed to existing databases will eliminate redundant data entry and provide close integration with existing line-of-business applications.

Task Flexibility

• Forms can be uploaded directly into electronic workflows, provided they do not need customer signature.
• 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.
• Accept, reject or reassign single or bulk workflow tasks.
• Customize the look and feel of your E-Forms.

Key Benefits

Increased Efficiency

• E-forms Wizard gathers client information and existing database information simultaneously.
• Streamlines new account opening and new employee on-boarding.

Greater Control

• Business Rules Logic ensures accuracy and prevents manual errors.

Reduced Costs

• Reduces scanning, printing, shipping, and supply costs.

Learn how E-Forms Wizard can improve the flow of your business.

Contact CASO Document Mgmt today to schedule your FREE consultation.