Should your business forms be automated? That is an excellent question. And the answer is contingent on how frequently you use forms in your business or when dealing with consumers.
You’ve probably discovered a way around any paper forms you were utilizing if you’re working with a remote workforce during this pandemic. Some people use email, while others rely solely on snail mail. This isn’t a good situation. Even when things return to normal, paper forms will remain inefficient, costly, wasteful, difficult to secure, and difficult to trace. It’s not just paper forms that are causing issues. Without automation, even electronic forms can end up in someone’s email inbox.
Any small or medium-sized firm that uses forms as part of its operations might benefit from form automation to assist streamline document processing. You can track electronic forms and transfer them automatically through a workflow you establish with the help of automation software. This relatively simple upgrade can help your firm save time and money by addressing security and productivity issues.
Form Automation Solutions
In an increasingly crowded market, evaluating the worth of each offering and distinguishing the hype from tools that may actually help your team work smarter and quicker can be tough. Electronic forms (eForms) are thought to fall under the latter group. We’ve found that pushing paperwork is a typical difficulty that delays procedures, diverts staff members’ attention away from value-add duties. And also drains budgets in our work with many clients in higher education, banking, healthcare, and other industries.
Form management solution: eForms is the answer. Here are seven reasons why you should reconsider this time-saving, workflow technology, which has the potential to completely transform how your company operates:
Switching from hard copies to electronic versions eliminates the need to scan or physically capture paper documents, which saves time and money. They’re automatically incorporated into your Content Services system and linked to pertinent records in other business applications. This is a little component of a larger puzzle.
Intelligent Form Management Software Solution
Document classification and indexing: With eForms, you don’t have to worry about determining the document type and index values in your Content Services solution. Your team members will have more time to focus their efforts and expertise elsewhere because this is done automatically. It also has the advantage of removing human mistakes and the subsequent duplication of effort that occurs when a form is attached to the incorrect record or misplaced.
Data security: eForms with needed authentication can be placed behind a portal.
eForm Shamrock Indexing
Perceptive Content’s Application Plan was created, managed, and maintained. Learnmodes can be a time-consuming process. While screen-collecting technology is a terrific functional extension of Perceptive Content (ImageNow), scraping text from some regularly used host programs can require more debugging or adjusting than anticipated.
To that purpose, Shamrock Solutions has produced an eForm that is optimized for indexing. The Shamrock Indexing eForm connects to a business application via an ODBC connection or a web service callout. The form does a lookup against the host application using a complete or partial user-entered value. It returns associated values to the form, as well as indexing appropriate fields of the document, including Custom Properties. The document can then be routed through the workflow procedure as usual.
Convenience. Users no longer have to perform manual lookups or data entries. Forget about having many screens open in different ERP and business software. Real-time lookups take care of everything.
It’s versatile and customizable. The Shamrock Solutions Indexing eForm is also totally customizable and can be used on many queues across multiple workflows within an organization. The form can also be used in Perceptive Content’s thick client, WebNow, and Experience.
Secure. Only users with access to the form, similar to workflow security, can access, collect, or alter the data.