Forms Management with Intelligent Document Creation

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".