E-Forms for ApplicationXtender (AX): ECM Toolbox
ECM Toolbox E-forms transforms OpenText ApplicationXtender (AX) document management software into a powerful electronic forms solution for new account opening, new employee on-boarding and other processes using several forms to complete a given procedure.
E-forms replace paper forms through business rules logic with electronic 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.
Check Request Eforms Video
Purchase Order Eforms Video
Features
- Pre-population
- Business rules
- Database integration
- Application integration
- Direct uploading
- Digital signatures
- Flexibility
- Design customization
- Fast
- Cost reductions
Benefits
- Fields can be pre-populated with data from multiple databases
- Prevents creation of erroneous and incomplete documentation
- Eliminate data entry errors and increase efficiency
- Integrate form data with your line-of-business applications
- Forms not needing signatures are uploaded directly into workflows
- Capture signatures for workflow automation and archival
- Accept, reject or reassign single or bulk workflow tasks
- Customize the look and feel
- Gathers client and existing database information simultaneously
- Reduces scanning, printing, shipping, and supply costs