Form Management

In an increasingly crowded marketplace, it can be difficult to assess the merit of each offering and to separate the hype from products that can truly help your team work smarter and faster. We believe that electronic forms (eForms) fit in the latter category. In working with many clients in higher education, finance, healthcare and many other industries, we’ve seen that pushing paperwork is a common challenge that delays processes, diverts staff members’ attention away from value-add tasks, and drains budgets.

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The solution? eForms. Here are seven reasons you should take another look at this time-saving, cost-busting, workflow-speeding technology, which can truly change how your business operates:

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1. Cuts paper from the source: Switching from hard copies to electronic versions removes the need to scan or manually capture paper documents. They’re integrated right into your Content Services system and tied with relevant records in other business applications without user effort. This is one very small piece to a larger puzzle.

2. Classifies and indexes documents: With eForms, you no longer need to determine the document type and index values in your Content Services solution. As this is done automatically, your team members have more time to focus their efforts and expertise elsewhere. It also provides the benefit of eliminating human error and the resulting redundant effort that’s necessary when a form is attached to the wrong record or misplaced.

3. Data control: eForms can be placed behind a portal with required authentication. This passes information like a student, patient, or vendor’s name or ID into the form (and improves document security, as well). For example, while I may fill out “Big T” on a paper-based form, my real legal name will remain Tyler and therefore that is what’s needed in the form and is maintained in your system of record or ERP.

4. Access to the raw XML or data of the form: People in all industries are spending hundreds of thousands of dollars on data extraction and OCR tools. By making your forms electronic, you now have access to each document’s raw data without any need for spending extra on a data extraction application. This data can be fed into your ERP, reported on, or integrated with other systems based on your unique business needs.

5. Mobility: HTML5 introduced some unique tools for web designers to ensure that your web content (eForms) will look good on any device a user is viewing it on. It is critical that working with eForms is as simple and straightforward as completing the registration for a new app downloaded from the App Store. Organizations need to ensure they are adopting electronic forms solutions that make use of HTML5 to ensure that users can fill out, electronically sign, and make use of any mobile device’s camera, photos, or other functions.

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