Are you considering making the switch from paper to electronic forms?

If your team is considering making the switch away from paper forms to collect customer data to using electronic forms, questions surrounding security and record-keeping may arise. In addition to those questions, you may also be wondering where your data will be stored and how you will access it once it is submitted. These are all great topics to understand before jumping in head first. 

For so many years, businesses have relied upon paper to collect information from customers in part because it feels safe. Safe because you can touch it, feel it, and see it. Safe because you can store it in a file cabinet in your office and pull it out whenever you need it. The problem with paper is that you cannot share it with multiple viewers at a time without making physical copies of it. Making copies is costly. Additionally, paper is destructible and able to be misplaced or lost.

For the above mentioned reasons, electronic forms and documents are a secure, efficient, and reliable alternative that you are wise to explore.

Let’s talk just a little more about what e-forms can do for you…

If I collect data using an electronic form, will I still have access to the data in the form of a cohesive document or will it just reside in a table-like structure?

When you are using a software like LiquidOffice to capture data, once information is submitted, the option to export the data in a variety of formats exists right out of the box. These exports include PDF’s which can be stored in an Enterprise Content Management System, stored in a folder on your network, or printed if you want or need to. For users who wish to immediately transport the data that has been collected into an ERP to support a business processes, that option is able to be performed as well, however may require some custom development to take place.

If you are simply wanting to collect data to populate a PDF though, the answer is yes – you can.

Can I use e-forms to simply collect data or can I use it in a more complex workflow?

Great question. There are many users who use LiquidOffice simply to collect survey information. Post-service surveys to learn more about your customer’s satisfaction are one example of this use case. With the survey submissions, you can simply collect the data or for even greater insight, you can setup a workflow to notify a user of a low score and that the customer needs attention. On the same note, if you have a customer that submits an extremely positive survey, you can set up an alert to notify a user on your team to reach out and request a case study or testimonial to be used in your marketing materials. The marketing team will love this feature.

This examples mentioned are just the tip of what can be performed within an electronic forms and workflow software product.

Would you like to learn more about possibilities with automating your forms processing and workflow? We would be glad to have a discussion with you and demonstrate how this software works and how it can benefit you. Contact our sales department by phone 317-822-8150, email, or start on our contact form by clicking here.