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What Are Live Forms and Workflows?

Live forms are web-based documents that can be filled out online. They can be used on web applications or on a computer, tablet, or Smartphone.

Workflow is defined as the automated movement of documents or items through a series of actions or tasks that are related to a business process.

Though forms and workflow can be done manually by hand, there are many benefits to using virtual methods instead.

What Types of Forms are Available?

Thought the live forms are customizable, there are several pre-made formats already in place for businesses to use.

Some pre-made forms include medical forms like patient and medical history. Other documents include loan applications, borrower qualification, and basic contracts.

All of the forms can be converted to PDF format and can be customized to your business’s unique needs.

How Compatible are Live Forms?

Since the forms and workflow options are web-based, they are easily compatible with all forms of technology that are able to access the Internet.

The forms also feature integration with Excel spreadsheets to complex XML/XML schema based integration with business systems. For OEM partners, who require deeper integration and embedding, a complete API is available.

Their ability to integrate with any system makes live forms and workflows the best choice for businesses that use multiple forms of technology and various types of operating systems.

Live Form and Workflow Features

All of the live forms have PDF export capabilities and other features that make workflow much easier.

For example, all of the forms can be e-signed using touch devices and regular desktop computers.

Using a camera-enabled devise, pictures and graphics can also be attached to the forms, like scanned receipts and profile pictures.

Mobility

With full mobility options, you’re not limited to filling out forms and using workflow from just your laptop or desktop computer. Any Smartphone or tablet can be

used to create and fill out forms as well as generate PDFs and use electronic signature options.

Besides GPS and image capture capabilities, mobile options include workflow task lists, calculations, and integration.

Entirely Customizable

The easy drag and drop features on live forms make customizing your e-forms simple and quick.

Modify the pre-made e-forms or even create your own from scratch to make entirely personalized documents for your business.

No programming or installation is required. All documents use a 100% web-based interface, so you can get the job done without any additional complications.

Why Use Live Forms and Workflows?

Using web-based forms and workflow options eliminates the time and energy spent preparing and sending physical documents.

Physical forms can easily be damaged and lost. Live e-forms are much more efficient and can be sent to any device instantly.

The savings alone are worth using e-forms and virtual workflow options. Eliminating paper waste will save your company hundreds if not thousands of dollars.

Online vs. In-House

There are two options for using e-forms and virtual workflows. The first is online, and the second is in-house.

Online forms are saved on the Cloud and your forms and workflows are hosted and backed up on a remote server. This means zero installation and access to the latest update when they happen.

Using in-house live forms means that all forms will download and install behind your firewall in your data center. Your forms are hosted on your own servers, and your customer data is never transmitted outside your firewall.

How Live Forms and Workflows Benefit Your Business

Besides saving a bundle of money by not using paper, there are plenty of benefits to using live forms and workflow.

Productivity will increase since there is no wait time. All forms can be filled out by your customers online and can be sent directly to your business offices.

Also, office efficiency will increase as well for the same reasons. Plus, workflow is faster because all of your office documents can be forwarded and signed virtually.