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ONBASE E FORMS (ELECTRONIC FORMS)
OnBase Electronic Forms (E-Forms) provide users access to electronic HTML forms through the interface of a thin (browser-based) or thick OnBase Client. When submitted, the forms are automatically indexed, stored as new documents and made available for retrieval within the OnBase system.
E-Forms add significant functionality and time savings in everyday work. Forms that were previously completed on paper and scanned into the OnBase system can now be created directly within the system. Paper is eliminated, consistency is improved and the result is a more streamlined process.
E-forms, used in conjunction with OnBase Workflow, can create a completely paperless business process, whereby standardized internal documents (e.g. expense reports, purchase requisitions, vacation requests, etc.) are created, and routed entirely within the OnBase system.
The addition of OnBase Web Server to this configuration enables the submission of online forms (e.g. order forms, membership applications, requests for information, etc.) extending participation in your business processes to your customers and vendors across the web.
Application
OnBase E-Forms can be created within the OnBase Configuration Module. The E-form Editor provides OnBase specific tools as well as basic HTML form tools. Recognizing preferences for different development environments, E-forms can also be created in any number of HTML Editors, such as Microsoft FrontPage, Microsoft Visual InterDev, NetObjects Fusion and Adobe GoLive, to name a few.
An E-form can take on any design the end user chooses in order to fit their specific environment. The form itself may even provide additional instructions on how to accurately complete the form. One of the greatest benefits of OnBase E-Forms is that items within the form (buttons, menu lists, etc.) can utilize OnBase features.
E-forms can be submitted online or from within the traditional OnBase Client. Users may simply click a menu option and select the desired form to be completed or be prompted by instructions on a website. Once the form is submitted, OnBase automatically indexes the document using fields on the form and makes it available for retrieval within the OnBase Client. The form may also act as a trigger for OnBase Workflow, completing or initiating a work process.
Within a Human Resources context, a company can process and store all of its employment applications using OnBase E-Forms. The applications can be completed on a company website and submitted or filled out onsite at the company. A Workflow process can be created for the hiring process; the application forms would automatically be indexed and entered into the appropriate work step.
Once the employment applications are archived in the OnBase System, they can be cross-referenced with other related documents such as resumes, employment referrals and offer letters.
Within OnBase Workflow, all of the documents pertaining to an applicant can be part of a "folder view" created within the system. This folder view enables the human resources manager to view all documents pertaining to a particular applicant without having to search the system for all of the documents.
Core Features
