Select Page
For More Info: (888) 388-2276
Click here for Tech Support

E-Forms Wizard

ECM Toolbox E-Forms Wizard from CASO

The ECM Toolbox E-Forms Wizard is an interactive application that guides the user through business processes such as new account opening, new employee on-boarding, or any process that uses several forms to complete a given procedure.

The Wizard uses editable PDF forms to replace multiple hardcopy forms through business rules logic. These E-Forms function as templates consisting of data fields. Each space or blank on the form or check box becomes a data field. As the form is completed, data is entered into each field. The resulting data can then be pushed to any CRM, ERP or other line of business application.

Contact CASO for an ECM Toolbox E-Forms Wizard demo or to learn more

Quick Downloads

Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you're looking for? Check out our Resource Center for additional information.

Data Sheet: AP Invoice WorkflowDownload
Case Study: AP Invoice WorkflowDownload
eBook: 5 Steps to a Paperless HR OfficeDownload
User Guide: ECM Toolbox WorkflowDownload

Have Some Questions?

Fill out the form below to get in touch with us. We'll get back to you right away.