Electronic Forms Processing

If you are not yet looking for an eForms solution, you should be. Moving your forms online and automating the processes involved is easier than you may think and can provide a very quick return on investment. The iMarkup Server eForms component provides you with everything needed to easily design, deploy and process electronic forms (eForms) across your organization or within a department. iMarkup Server is simply the easiest, fastest, most cost effective way to move to an automated electronic forms system! With the embedded workflow engine you can achieve quick and effective business process management (BPM) for your internal projects, procurement processes, accounts payable, human resource tasks and customer service functions, just to name a few. If you think only large organizations can benefit from, or afford, an eForms system, you may be surprised. Organizations of any size, from Fortune 100 companies to small departments, can recognize real cost savings and productivity gains using the iMarkup Server and automating the processing of their forms. The iMarkup Server empowers the business user with the ability to create and maintain eForms of any complexity without development or IT resources.

The iMarkup Server enables organizations like yours to easily route electronic forms online in accordance with their defined business processes -- addressing any business function that involves filling out or routing a form. Reduce your paper handling and manual routing to eliminate errors and shorten the lifecycle of your forms processing. Seamless integration with the embedded workflow engine ensures the right users can track and have access to the right information when they need it.

An important business benefit of the iMarkup Server is its ease of use and rapid deployment. The eForms component is an intuitive, web-based application that allows businesses of every size to rapidly deploy an online electronic forms solution. By presenting users with familiar forms, you can eliminate the need for costly training. Context sensitive forms, embedded help, and form segment isolation add to the simplicity, acceptance and deployment of the iMarkup Server eForms solution. For more information on the complete eForms lifecycle, read our eForms white paper or view the most frequently asked questions about eForms.

In summary, the eForms component allows you to pre-populate an e-form, make a change in an isolated section of the form, automatically kick-off a review and approval cycle, instantaneously track and audit all tasks involved and execute the change automatically after all approvals have been obtained.

Key Benefits

• Reduce Costly Paper Handling and Manual Routing. Paper-based forms are costly to print, store, distribute, mail, and process. Automation of form processing ensures there is no disconnect between a form and the business process required for that form.

• Tracking, Auditing, and Process Awareness. Instant access to current and prior activity, including completed forms and processes, ensures that authorized users have immediate access to the information they need to assist in their every day decision making processes. Having visibility into a form's entire lifecycle reduces cost, improves quality, and speeds vital business information.

• Accelerate the Delivery of Form-Based Information. The workflow engine automatically routes completed forms to the appropriate users for review/approval and can interact with external systems. The routing provides automated email notifications and personalized task lists for users who must review or approve a form.

• Reduce Errors and Improve Accuracy. Pre-population of form fields from external sources and form segment isolation enable users to input only the data required of them. Fewer areas to fill reduces errors and form field validation ensures accuracy.

• Speed Collection of Quality Information. Presenting users with eForms that appear like their paper-based predecessors eases participation in the form completion process and improves the quality of the information collected. Integrated form help, field pre-population and instant validation improve the end user experience and reduce expensive support calls.

Features

• 100% web-based electronic forms processing for viewing and submitting form data - no client application required - works with all web browsers;
• Form builder allows easy creation of eForms from directly inside Microsoft Word -- empowering business users;
• Supports forms for internal and external access;
• PDA and mobile device support;
• Automatic form pre-population from external database or application;
• Link form fields to external databases and provide real-time validation of input data;
• Seamless integration with iMarkup Server workflow engine;
• Electronic signatures for eForm approvals;
• Complete lifecycle management of eForm templates (version control, history, security);
• Support for online HTML based forms for easy form completion within any browser;
• Add file attachments and documents to an eForm and route the entire packet within the workflow process;
• Offers graphical annotation capabilities during the creation and routing of eForms;
• Supports custom business logic during form validation and processing;
• Approve, reject or provide additional information to the form as it is routed;
• Business logic at the form presentation layer allows form fields or sections to appear or be hidden based on a variety of criteria (e.g. user, type of request, permissions, etc.)
• All form data collected by users is available in industry standard XML format.