Forms Management with Intelligent Document Creation
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Form Management plays an important role in the administration of
electronic and paper based information capture in modern businesses. Paper based forms are quickly
being replaced by online forms which users can either download or simply fill-out over the
web.
The infoXpert Form Templates are easy to
use and can be formatted to create documents and content that comply with corporate standards.
Document authors only need to enter the content, with infoXpert formatting and
publishing the document in accordance with the template style and rules.
Example usage scenarios of
Forms
Management:
- Customer Request
Forms
- Corporate Announcements, Fax and
Memos
- Application Forms (e.g.
Development Applications)
- Licencing Approvals &
Permits
- Employee Leave
Forms
- Corporate Policies and Employee
Guidelines
Forms
Management features include:
- Utilises HTML form templates to create and edit
documents
- Enforces corporate standards through template styles - users
simply enter the text content and the template enforces the output style
- Rendered output from Form Templates as PDF
document
- Automatic routing via workflow
- Form data replication to custom metadata fields to minimise
data entry
Additionally, infoXpert is capable of
rendering documents data in multiple formats. Users can enter document data using a friendly HTML
form template. infoXpert stores the form values in an XML file. Each section of
the form template refers to a specific section in the XML data file. Using a different form
template you can refer to the different sections of the XML file. The end result is being able to
display selected sections of the XML file in different formats. This is referred to as "Rendering
Options".
“Turbo Charge” Your
Form Templates
Click Here for details on
the new EasyForms module - taking
Forms Management to the next level with an extensive
range of automation features that will save staff time when automatically generating documents
from forms and assign standard naming, description, folder and workflow.
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For a comprehensive list of features, visit
our Features page.
To view a product demonstration, visit our Video Tours and Screen Examples pages.
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