Document Management Apps and Plug-Ins from ECM Toolbox

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Document Management Value-Add Apps & Plugins from ECM Toolbox

E-Forms Wizard for EMC ApplicationXtender

E-Forms Wizard for EMC ApplicationXtender from ECM ToolboxThe ECM Toolbox E-Form Wizard is an interactive application, a user interface 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 E-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.

Video Demos

  • Check Request
  • Purchase Order

ECM Toolbox E-Forms Wizard Overview Demo

ECM Toolbox E-Forms Wizard Overview Demo



  • Pre-population
  • Form fields can be pre-populated using key reference data to pull related data from multiple databases
  • Business rules
  • Prevents creation of erroneous and incomplete documentation
  • Database integration
  • Data pulled from existing databases using account number or other fields will eliminate data entry errors and increase efficiency
  • Application integration
  • Data pushed to existing databases will eliminate redundant data entry and provide close integration with existing line-of-business applications
  • Direct uploading
  • Forms not needing customer signature can be uploaded directly into electronic workflows
  • Signature flexibility
  • Forms requiring customer signature(s) can utilize electronic signatures or can be printed, signed, scanned and uploaded to electronic workflows; these forms may also be saved as PDFs, emailed to the customer for signature, and returned for scanning into the archive
  • Flexibility
  • Accept, reject or reassign single or bulk workflow tasks
  • Design customization
  • Customize the look and feel
  • Fast
  • Gathers client information and existing database information simultaneously
  • Cost reductions
  • Reduces scanning, printing, shipping, and supply costs

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