Forms Management
Today’s business environment is heavily dependent on forms to communicate with customers. Indeed, customers expect to have the option of self-service. Furthermore, internal processes that are related to HR, accounting, and other operations are often driven by forms. Companies that are processing forms manually are missing out on opportunities to gain significant increases in revenue, turnaround time, efficiency, and accuracy, as well as improve customer relations.
What is Forms Management?
Forms management software provides organizations with an efficient means of managing, distributing, processing, and storing forms. This technology is often characterized by the ability to process structured, loosely structured, and Web-based forms. Incoming paper forms, faxes, email attachments, and other data can be captured electronically to facilitate immediate access and to control paper flow. Organizations can also create a Web-based forms management system where, upon submission, forms can initiate workflows, circumventing altogether the need for paper.
What are the Benefits of Forms Management?
By including automated forms processing as part of an integrated BPM and records management strategy, companies can positively impact both internal and external processes with global e-form management. They can eliminate the physical storage of documents, reduce processing errors, diminish manual keying, ensure consistent collection of information, and reduce turnaround time. Organizations can also increase their competitive edge by providing customers with the option of self-service with secure online form access, management, and transmission.
Why DocFinity® Forms Management?
Since 1986, the DocFinity suite has been assisting organizations different industries with forms management. By providing electronic form (e-forms) access, distribution, transmission, and workflow for processes from student admissions applications and insurance claims inquiries to loan applications and purchase order requests, OIT has a forms document management solution that is ideal for your organization’s unique business needs.
DocFinity’s award-winning XML FormFLOW™ module provides your organization with the tools you need to design, store and manage electronic forms. Easily integrated with existing portals and Web sites, this electronic form processing product eliminates the physical storage of forms, reduces incoming paper, and streamlines business tasks. By implementing XML FormFLOW within business operations, organizations can reduce processing costs, improve customer service, and better manage the flow of internal and external information.
Additional products in the DocFinity suite that aid with forms process management include Imaging, IntraVIEWER, and Workflow. When combined, these components provide your organization with a powerful solution capable of revolutionizing the way you currently do business.
For additional information regarding the DocFinity Forms Management solution, please contact us.



