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Capability

  • Data Points are the values entered by users on forms or submitted by services that are then used in integrations, presented in documents, referenced in assemblies and used in Subrecords.
  • Forms are the UI component.
  • Documents are automatically generated when a Webform or Service is submitted.
  • Document Assembly applies conditional rules to dynamically adjust content in Documents by evaluating user input.
  • Grid Lists are supported on Forms and Documents.
  • Subforms and Subrecords generate a single or many Records from a primary Record's data when submitted.
  • Integration capability includes Inbound REST API and Outbound REST Event Driven Integration.
  • Application, Webform, and Document Configuration allows customization of existing Applications and the ability to create new Applications.

  • General Information

    This is an automation solution that provides preconfigured Forms, you can modify these Forms and you can create new Forms from scratch. Each WEbform is part of the Application. The Webforms have Data Points and Documents that create and update Records. This solution is an enterprise scale platform:
    • Configuration Automation Facilities
    • Document Management System
    • Records Management System
    • Enterprise Search
    • Inbound REST API and Outbound REST Event Driven Integration
    • Integrated Workspace with Role-Based Access Control of Application and Records
    This is an end-to-end solution on it's own and at the same time plays nicely with other systems by integrating with REST APIs.

  • Data Points

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    Each Application has Data Points and they are at the center with all other capability flowing from the Data Points. And, the Data Points are what helps eliminate rekeying. Use forms have Data Points already configured and any Webform can be changed or created from scratch if you cannot find what you need. And, all Webforms follow the same process creating a Record with the Data Points and generating a Document any time a Webform or Service is submitted. You can then work with the Records directly from the Workspace, manually export to Excel or integrate directly to other systems with REST API services:
    • Instead of sending a PDF Request through email, send a link that clients select to fill and submit Webform. This process eliminates rekeying. The client receives a generated Document and you receive a Record with Data Points, the generated Document and ability to work with the Record. If needed, use the REST API services to put the Data Points in other systems.
    • Instead of sending multiple PDFs for HR Onboarding, send a link that clients select to fill and submit from. This process eliminates rekeying. Automatically generate Payroll Request, Equipment Request and Access Request from a single HR Onboarding Request. Clients receive self-service Documents and your teams receive the Requests with data and document to work with. If needed, use the REST API services to put the Data Points in other systems.

  • Forms

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    Each Application has a Webform that is configured from the Data Points. The Forms can support many business processes:
    • Send the client an Application, Appointment, Booking, Consent or other links for clients to select, fill and submit instead of sending a PDF through email for clients to download, fill, fax or email back to sender.
    • Place the Application, Appointment, Booking, Consent and other links on a portal for clients to select, fill and submit instead of requiring clients to download, fill, fax or email back to sender.
    • Send to groups of clients Compliance, Annual Event or other Campaign type operations to gather information for the clients to select, fill and submit instead of collecting and collating data manually from multiple clients.

  • Documents

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    Each Webform or Service request automatically has document generation. The Application can be configured to specify whether the Document is sent to clients when they submit forms. The Document content is then managed by the Workspace and is searchable from the Workspace or REST API:
    • Use for self-service processes where the Document is automatically sent to the client when they submit the Webform and receive Document as their copy.
    • Use for approval processes where the initial Document is automatically sent to the client acknowledging receipt and the team then works the approval through to final status and sends that Document to the client.
    • Use for many different types of tasks where a generated Document is useful including first drafts, tracking requirements, Records management, search, and other needs.

  • Document Assembly

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    Document assembly extends the document generation and automation with capability to insert data, change data, remove data or append/prepend documents based on client input such as their selection of a country or product:
    • Replace generated Document text with static text or data from built-in corpus with rules that evaluate user input.
    • Insert static text or data from built-in corpus into generated Document with rules that evaluate user input.
    • Delete text in a Document based on rules that evaluate user input.
    • Prepend or append documents to the generated Document from the built-in document library with rules that evaluate user input.

  • Grid List

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    Forms support configurable Grid List. Grid Lists automatically map to the Documents:
    • Grid List can handle one to many columns.
    • Grid List can perform calculation on each row.
    • Numeric Grid List columns can be summed and used in calculations with other fields.

  • Subforms and Subrecords

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    Subrecords and Subforms are no different than any other Form except that when used as a Subrecord it is part of a family of Records. An Application is specified as being available as a subform by selecting the use as Subform property. The subform can then be invoked from an existing Record's menu or specified as automatic generation when a Record is created. When subrecord is created, that Record is available from the chevron indicating that Record has Subrecords. Subforms and Subrecords map Data Points automatically with similar names from the primary Records to each Subrecord or Subform being invoked:
    • Use an onboarding Webform that end users fill and then automatically create Subrecords of types such as Equipment Requests, Letters or Other Forms and Documents.
    • Use a request Webform that end users fill to automatically create Subrecords of types such as Notifications, Additional Requests, Letters or Other Forms and Documents.
    • Use a sub menu selection to create the selected type of Record by user selection.

  • Application Properties

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    Every Application has properties to set category, name, email integration, notification, eSignature and document response behavior:
    • Applications category can be edited to move the Application to a different category.
    • Application name, tooltip, and description can be edited.
    • The Application can be configured to send emails from an Office365 email address.
    • Notifications can be specified to alert the audience when Records are created, updated and deleted.
    • eSignature can be configured for the Application.
    • The Application can specify whether the PDF, DocX, both or none is the response when the user submits a Webform.

  • Application, Form and Document Configuration

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    Modify any Application, Webform, Document or create new Applications with Forms and Documents from scratch.
    • Create a Word document according to specifications. See this Help Guide for detailed instructions.
    • Select "Create Application" from the bottom left corner of the Workspace.
    • Set the Application Properties and Upload the Word Document.
    • The Webform Wizard automatically opens with the Data Points from Word Document listed down the left side. Drag-n-drop the Data Points onto the Webform, set the Properties and labels.
    • Select "Save" the Wizard.
    • The new Application is ready to use.