Software
Compatible With:
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AX & Digitech E-Forms Wizard
 The 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.
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- Form fields can be pre-populated using key reference data to pull related data from multiple databases
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- Prevents creation of erroneous and incomplete documentation
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Data pulled from existing databases using account number or other fields will eliminate data entry errors and increase efficiency
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Data pushed to existing databases will eliminate redundant data entry and provide close integration with existing line-of-business applications
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- 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
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- Accept, reject or reassign single or bulk workflow tasks
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- Customize the look and feel
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- Gathers client information and existing database information simultaneously
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- Reduces scanning, printing, shipping, and supply costs
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