Form automation solution
Today’s modern form automation solution is here. Reallocate time spent on pushing paper to revenue generating activities! Automate form submissions and speed up the approval process significantly. Sign forms electronically and turn any form into a digital copy and collect all information accurately and instantly:
- Sales orders
- Vacation requests
- Expense reports
- And more!
Enhance efficiency with our form automation solution, and harness the ability to automatically capture information and file a form as soon as it’s filled out. This makes the data available to other business systems and users immediately.
E-Forms, a forms processing software, comes complete with audit trails and acknowledgments – making approving and seeing forms a breeze! Surveys and questionnaires can automatically enter an electronic forms workflow to trigger up a follow-up response.
- Virtually any form can be input into the system for your recognition
- Automate your submissions, routing and review for faster approval or denial
- Simple and easy to user interface allows you to add new forms in seconds
- Multi-page PDF document breaking allows you to take one form and divide it into smaller pieces
- Add or delete questions from any form without needing any programming assistance.
Why businesses love E-Forms
Premium features that keep you, your team, and your business running as efficiently as possible. With an unlimited amount of users, you'll see an ROI in no time.
Join the thousands of people using Imagetek’s products to drive their business forward.
Got questions? We've got answers.
E-Forms Frequently Asked Questions
Yes. By enabling public access on the E-Form inside the form automation solution and setting public access permissions, an E-Form can be hosted on any website (or intranet) to allow submission of E-Form documents.
Is the information in a publicly hosted E-Form sent securely to the PaperVision/Radix server when it is saved/submitted?
If the web server that hosts PaperVision Enterprise employs SSL, then the transmitted data would be encrypted. Radix only allows SSL connections. It is, however, a good practice to employ SSL on the website that’s hosting the <iframe> tag for the public E-Form to ensure the information is kept secure prior to submitting back to the server.
In order to have a valid E-Form definition, the entity must contain at least one User Group, since permissions for adding an E-Form is set at the group level. Inside the form automation solution, the definition must be assigned to one or more Projects, a Group needs to be assigned “Add Permissions”, and there must be a Group assigned for “View/Edit Permissions”. If these conditions are met, the E-Form can be saved and can also be published (i.e. made active).
Yes. In fact, if a customer has an existing web-based form coded in HTML, the .html file can be imported into the E-Form designer to convert it to an E-Form definition. It can then be further modified.
Yes. E-Form licenses are purchased on a per-entity basis. Once the entity is licensed, an unlimited number of E-Form definitions and documents can be created. PaperVision concurrent user seats will be consumed when a user logs in to create or access an E-Form document. Public access E-Forms (i.e. hosted on a website or intranet) will not consume a concurrent user seat since no user is logging into the entity. This allows smaller PaperVision installations to generate large volumes of E-Form documents without requiring additional seats.
Yes. Conditional logic is available within E-Forms (the form automation solution). For example, a form can hide a section for information on children’s ages until the user clicks the radio button “Yes” to designate they have a child.