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Digitech E-forms Wizard


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.

ECM Toolbox AP Workflow

ImageSilo helped minimize our capital expenditures by allowing us to pay for the use of the software on a monthly basis. Since the software is provided as a service, out IT staff isn’t burdened with performing ongoing maintenance, support and upgrades.

Brett Lammers - COO

Quick Downloads

Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you’re looking for? Check out our Resource Center for additional information.
Data Sheet: E-Sign Act Download

Data Sheet: PaperVision Forms Magic Download

Case Study: BancWest Download

Case Study: Forms MagicDownload

Case Study: San Antonio River Authority Download
Infographic: AP Department Download
Case Study: Universal City Download
Data Sheet: Forms Magic – BLI Award Download
Case Study: Dossier Systems Download

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CASO Document Management