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Software

Content Management and Professional Services Offered by ProConversions

 

Contact ProConversions for More Information About Our Electronic Forms Services

 

Compatible With:

EMC Compatible

 

Digitech Software Compatible

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AX & Digitech E-Forms Wizard

Electronic Forms Services from ProConversionsThe ECM Toolbox E-Form Wizard 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. This application works with EMC's ApplicationXtender, and Digitech Systems PaperVision suite & ImageSilo.

 

The Wizard uses E-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 us for a free consultation and quote for our electronic forms software

 

Features
Benefits
  • 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
  • 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

 

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