eForms

Electronic forms are an essential component to any electronic document management (EDM) or enterprise content management (ECM) system. DocFinity eForms enables you to design, input, store, and access forms securely, from any location. eForms can be used to launch business processes so you can save time, boost efficiency, and enhance customer service. Additionally, you can use eForms to pull and display specific data from third party applications—so you're conveniently seeing only the information you need to complete tasks.

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dramatically improve turnaround

Centralized Administration

For administrators, eForms provides a single, central point of access for outside users, whereby you can establish security,  configure end-user feature rights, and support users’ needs.

Accuracy and Consistency

Easily integrated with existing portals and websites, eForms can eliminate processing errors, reduce the need for manual entry, and ensure consistent collection of information.

multi-Use

The information captured in an eForm can be saved as a document stored within DocFinity, or sent to populate fields in other systems.

Simplicity

With drag-and-drop functionality, you can create eForms that interact with other forms, workflows, and applications with ease.

Connect Systems
Centralized Admin
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eForms Drag-Drop Designer

Building DocFinity eForms

DocFinity offers a simple drag-drop form builder with extensive functionality. In addition to traditional form fields, you can add text, upload buttons, horizontal and vertical separator lines, web links, tables, and more. You can even copy selected items from one form and paste them in another.

 

Unlike many other e-forms products, DocFinity eForms allows users to collaborate on form design. This means that authorized users can revise form designs and submit them for review or further modification. Moreover, eForms can be configured, administered, supported, and used within a single web-based interface, streamlining administration for IT staff and users alike.

DocFinity eForms Designer

Benefits of DocFinity eForms

  Reduce incoming and outgoing paper.

  Offer self-service options to customers, partners, and
        staff members.

  Automate processes and reduce the need for
        manual processing.

  Increase revenue by improving turnaround time, 
        efficiency, and accuracy.

  Design the forms you need, when you need them.

  Ensure consistent collection of information.

  Make captured information instantly and 
        appropriately useful enterprise wide.

  Eliminate costs and inefficiencies associated with 
        storage of paper forms.

  Securely create, access, manage, and transmit online
        forms.

  Collaborate on form design with flexible windows and
        workspaces, drag-and-drop functionality, and 
        user-friendly tool tips.

DocFinity eForms Example
DocFinity eForms Invoice Example

eforms Case Study

If you love to find new ways to improve efficiency, increase customer retention, and lower the price per policy, we thought you’d like to know that making these changes is easier than you thought. Take our customer Andrew Gamet from Michigan Millers Insurance Company (MMIC) for example, who was recently recognized with the IASA 2017 Technology Innovation Award for his unique use of DocFinity eForms to fill a gap in technology and improve correspondence with customers.

 

He created a single electronic form to:

  • Reduce the time it takes to generate letters from two hours to 3 minutes.
  • Ensure consistency.
  • Automate and track each notification and information request.
  • Notify personnel of required actions.

Contact Us.  We'll show you more.

 

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

 

Ph: 814.238.0038

Toll Free: 800.678.3241

ECM, BPM/Workflow, Records Management & Capture

Connect Systems
Centralized Admin
A Plus Accuracy Icon
DocFinity eForms Designer
DocFinity eForms Example
DocFinity eForms Invoice Example
Centralized Admin
DocFinity eForms Designer

  Reduce incoming and outgoing
        paper.

  Offer self-service options to
        customers, partners, and staff
        members.

  Automate processes and reduce
        the need for manual processing.

  Increase revenue by
        improving turnaround time,
        efficiency, and accuracy.

  Design the forms you need,
        when you need them.

  Ensure consistent collection
        of information.

  Make captured information
        instantly and appropriately
        useful enterprise wide.

  Eliminate costs and
        inefficiencies associated with 
        storage of paper forms.

  Securely create, access,
        manage, and transmit online
        forms.

  Collaborate on form design
        with flexible windows and
        workspaces, drag-and-drop
        functionality, and  user-
        friendly tool tips.

DocFinity eForms Example

eforms ensure consistent data collection

Design eforms with drag/drop simplicity and route information digitally.

ECM solutions

Connect Systems
Centralized Admin
eForms Drag-Drop Designer
A Plus Accuracy Icon
DocFinity eForms Designer

  Reduce incoming and outgoing paper.

  Offer self-service options to customers,
        partners, and staff members.

  Automate processes and reduce the need for
        manual processing.

  Increase revenue by improving turnaround
        time, efficiency, and accuracy.

  Design the forms you need, when you need
        them.

  Ensure consistent collection of information.

  Make captured information instantly and
        appropriately useful enterprise wide.

  Eliminate costs and inefficiencies associated
        with storage of paper forms.

  Securely create, access, manage, and
        transmit online forms.

  Collaborate on form design with flexible
        windows and workspaces, drag-and-drop
        functionality, and  user-friendly tool tips.

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241