eForms
eForms can access information from your Core Processor and populate fields in your forms. eForms will allow your member to sign or initial the form as required. E-mail or text the completed document, attach supporting documents, and export the document to your Document Archival application
Regulatory and Proprietafy Forms
Any type of form may be utilized in eForms. If it is a regulatory form, we use the document as a template. If you need a proprietary form, we can use your design or we can design the form for you.
Human Resource Forms
eForms will provide the ability to process internal forms such as Time Sheets, Expense Reports, and many personnel forms. It will also allow Employment Application with personnel signatures, and maintain a copy of each completed form.
Opeerational Forms
eForm will provide the ability to process internal forms such as Supply Orders, Maintenance Requests and much more.
It will also allow you to route the forms by e-mail or text.
Merge Scanned Documents
Many times it is requred to attach supporting documents such as drivers licenses ro certian legal documents. eForms can accomplish this, crating a completed signed form with the attachments as part of the document.
In Person Signatures
eForms will display the form on an iPad for your members to view and sign directly on the iPad. If all parties are not present the document may be held for later signing, at another time or location.
eSign Documents
As an option, you may use you member's mobile phone to sign a document. If the member does not have a phone the MSR may use their phone to allow the member to sign.
Complete and Sign Forms From Anywhere
Using you tablet, you may access the needed form from a remote location, have your member sign the form and email or text the completed document. eForm will maintain the document in your document library
Core Application Access
eForms can retrieve data from your Core Application and populate fields on your form. Data and completed documents are housed securely in your own environment.
Privacy & Security
eForms can retrieve data from your Core Application and populate fields on your form. Data and completed documents are housed securely in your own environment.
E-Mail, Text or Print
eForms allows the member to select how they wish to receive their document. Documents may be securely transmitted to the member's e-mail or cell phone.
Document Archive
eForms will create a "flattened" Adobe PDF file, or other type of image file, for archiving. The required indexing may be created in the file name, as a "ghost script" on the form, or in a separate text file as required by your Document Archival application.