Electronic Forms

Go paperless and save money with electronic forms.

What it Does

End your costly paper shuffle by creating and distributing forms electronically. With our IBM i and Windows Electronic Forms software, you can create electronic forms from scratch or design electronic versions of existing pre-printed forms.

What that means is you no longer need to purchase, store and distribute pre-printed paper forms. And you won’t need to manually re-key information from one form to another. Forms will be easier to create, more accurate and quicker to process. 

Key Benefits

Save time, save money

Create electronic forms using data pulled from text or spool files. Forms are stored on your server instead of file cabinets, and emailed or faxed to customers instead of manually mailed. Your business saves money on paper, printing and distribution costs, workflow is streamlined, and your customers are serviced more quickly.

Goodbye pre-printed forms

Electronic forms can replace virtually all of the pre-printed forms you currently use. You can create invoices, purchase orders, shipping and receiving forms, checks, HR documents and more. And because you store the files digitally, you’ll save money on paper-related storage costs.

Easy to use

You can design forms from scratch or create electronic versions of existing pre-printed forms. The software includes an easy-to-use Windows-based graphical design tool and a run-time component that adds overlays to text or spool files. The overlay tool extracts spool file or text data from locations you select and then maps that data to the location you assign on the form template.

Create customized forms

Make your forms match your company’s identity or create colorful forms by adding logos, bar codes and other graphics. The software allows you to save electronic forms as PDFs or PCL and Postscript files. If needed, forms can be printed on any standard PCL or PostScript laser or inkjet printer.
 

How it Works

  • Create a form template
    Create a template
    You can create forms from scratch or design them from pre-printed documents, including checks, invoices or purchase orders. For example, you can scan an invoice and use it as a template for an electronic form. Or you can design something completely new, using other forms or your own inspiration as a guide.
  • Extract text or report data
    Extract text or spool file data
    The built-in design tool allows you to select specific information from IBM i reports and text files and import it into your template. The software works with IBM i, Windows, UNIX or LINUX applications.
  • Merge data and save
    Merge data and finalize form
    Once data is merged, the form can be printed or saved as a PDF, PCL or Postscript file. You can then electronically archive, email, fax or print forms, depending on your needs.

Who's Using It?

Central Power Distributors
Central Power Distributors saved time and money by replacing costly pre-printed forms with flexible Electronic Forms.
Download the Case Study (PDF)
Code 3

Code 3 saves more than $20,000 a year in printing, storage and distribution costs by using Electronic Forms and Email Report Server to digitize paper forms and improve document workflow.

Download the Case Study (PDF)
De La Rue Cash Systems

De La Rue got rid of paper invoices, statements and bills-of-lading by using our Electronic Forms software to create professional-looking forms. 

Download the Case Study (PDF)
Sterling Chemicals

Sterling Chemicals manages work-related documents electronically, and eliminates paper-based processes and costly preprinted forms with WebDocs, Electronic Forms and Email Report Server.

Download the Case Study (PDF)

Looking for Support

You’ll find all relevant support resources for this product in our Support Center, including:

  • Documentation
  • Installation Instructions
  • Upgrades
  • Licenses
  • Troubleshooting
  • Tutorial Videos

The Document Lifecycle

Stage 1: Capture

Capturing signatures and data, and creating forms and reports that people can easily access, use, and distribute is the first stage of the document lifecycle. Learn how products like SignHere, iForms and WebForms can digitize documents and data, decrease paper costs and speed up workflow.

Stage 2: Manage

Securely managing documents and other data after they have been captured or created is the second stage of the document lifecycle. Learn how products such as WebDocs and inContact can give you the tools to securely find, use and store information, no matter where you are.

Stage 3: Distribute

Getting documents and data to the people who need them – on time and in the format they need – is the third stage of the document lifecycle. Learn how products like DeliverNow and Enterprise Workflow can automate document distribution and speed up business processes.

Stage 4: Secure

Securing data and documents is the final stage of the document lifecycle. Learn how WebDocs and our Security Solutions can protect key business information from cyber threats, data loss and costly downtime.