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.