Webdocs Forms Management

Our web-based, citizen developer interface allows you to drag and drop elements on forms and configure without any programming. Create electronic versions of any form—from purchase orders to work orders to HR onboarding documents. Require certain fields on your forms to ensure necessary information is entered, and even add a drop-down menu option to a field to standardize the answers. Then you can deploy the forms to any device with no extra effort, so users can fill them out on their mobile devices or computers.

Validate data and fields as forms are filled out so mistakes can be fixed immediately. Once your form, survey, or other document data is captured electronically, it’s passed directly to back-end systems, letting you rest assured it’s entered accurately. Speed up and enforce approval and routing processes with built-in workflows to manage how the forms are being filled out, and who is filling them out, to help aide you in your regulatory and compliance efforts. Forms can also have embedded electronic wet or PIN-based signature capture.

Webdocs Forms Management can sync with your existing business systems and databases. Fields, lists, and menus can be pre-populated with information from IBM i, SQL Server, Oracle, MySQL, and business systems, like enterprise resource planning (ERP) and line-of-business (LOB). When you sync data across your systems, you'll spend less time entering information and eliminate data entry errors.

Keep your confidential documents secure by setting permissions for specific employees in your organization with different user rights to author, revise, view, route, or delete documents. With version and audit control, prevent unwanted changes from being made to your documents. And ensure stress-free compliance and retention with automatic archiving and versioning.