Articles

How E-forms and workflow automation saves you time!

Written by Frank Violi | May 16, 2022 7:39:59 AM

First things first, let's introduce DocuWare Forms; generally referred to as E-Forms. Our customers have digitally transformed themselves by leveraging the use of modern web forms to collect information for the processes at the heart of their business. DocuWare E-Forms enhance the efficiency of these processes and have even more impact when combined with automated workflows and integration with line-of business applications. Our customers now use convenient, standardized, online forms in place of outdated paper documents, hard to navigate PDFs, and error-prone manual data entry.

DocuWare E-forms for financial transactions

Underwriting, contracts, loans and billing has been recognized as one of the most paper-intensive areas of any organization. Finance departments are the gatekeepers to information that is crucial to the bottom line. DocuWare Forms capture data into one centrally located system, enabling finance and accounting teams to share, secure and properly manage sensitive information. 

Top management expects finance departments to run a tight ship. Using paper processes limits the ability to efficiently handle, route and track large volumes of information. DocuWare Forms eases the everyday pressures that finance
departments face and makes it simple to accurately determine cash flow statements and Days Payable Outstanding (DPO), quickly payout invoices, better handle vendor inquiries, improve customer service and meet regulatory compliance.

DocuWare E-Forms can adapt and be used in many different ways. Here is a small list of a few different variations of industries and the types of forms you could potentially implement when thinking Financial Transactions:

  • Insurance: underwriting and quoting. Completing an insurance app is a snap!
  • Hotel and casino: contract approvals. Effective treatment for contract approval headaches.
  • Finance company: loan agreements. Catching missing information.
  • Healthcare: medical billing. Resolution revolution: quickly fix or write it off.

DocuWare E-forms for human resources

Pre-interview screening, hiring, on-boarding, and vacation requests all have been implemented recently in the Human resources department as businesses now need to focus on creating a positive work environment and improving
employee performance. Their goal is to spend more time on employee development and retention and less time on
administration. Our customers use DocuWare Forms to automate pre-interview screening, hiring, on-boarding, vacation requests, and other functions.

Automated HR processes enable them to attract qualified employees faster and ensure a smooth start. DocuWare Forms are a modern tool for collecting, appropriately sharing and managing confidential data. DocuWare E-Forms can adapt and be used in many different ways. Here is a small list of a few different variations of industries and the types of forms you could potentially implement when thinking Human Resources:

  • Manufacturing: on-boarding. Pace yourself with employee engagement for newbies.
  • Nonprofit: vacation request. Time off to recharge.
  • Airline: Pre-interview screening. Come fly with us e-forms.
  • Transportation: employment application. Drivers wanted submission forms!
  • Car dealership: hiring! Automation makes it easy.

DocuWare E-forms for operational processes

Purchasing, order processing, receiving and sales Flexible DocuWare Forms take the guesswork out of paper-based processes. DocuWare Forms present the request for information in a structured format, outsourcing data entry to each person who fills out the form and routing the form to the next step in the business process through automated workflow. Email notifications and reminders can be scheduled to ensure that processes are completed within a specific time-frame.

Online forms improve communication between central offices, the field and within internal departments.

DocuWare E-Forms can adapt and be used in many different ways. Here is a small list of a few different variations of industries and the types of forms you could potentially implement when thinking Operational Processes:

  • Construction: purchasing. Teamwork makes the dream work!
  • Leasing company: new customer on-ramp. Faster order turnaround
  • Manufacturing: purchase requisition. Special handling processes.
  • Packaging distributor: quote requests. Connects customers and regional sales representative
  • Manufacturing: receiving and inspection. The acid test inside a production lab
  • Car dealership: prospecting. Tracking potential customers