ECM Toolbox E-Forms Wizard

ECM Toolbox E-Forms Wizard from ICS

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.

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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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
  • Forms not needing customer signature can be uploaded directly into electronic workflows
  • 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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