Customer Forms upgrades the existing forms extraction and document workflow capabilities in FileHold DMS with a customizable portal to distribute and process forms electronically. Take better charge of form and document submission, review, and approval workflows.
Core Capabilities
Employment applications, requests for information, medical forms, vendor certification, compliance requests – forms of all kinds for organizations big and small can be handled differently.
Categorize documents by document type and tag documents with critical information like submitter identity and time of posting.
Extract information from PDF forms and add metadata as soon as the document arrives in your content repository.
File forms and documents in the right place and make them instantly accessible to your team.
Subscribe to folders and receive notifications when new documents arrive or leave the solution.
Automatically routing incoming documents to review and approval processes and ensure documents are acted on as soon as they arrive.
Fully customizable, catered access forms portal, accessible via iframe across devices for better submissions and retrievals
Your extensive visual guide to customer forms
FileHold CFP FAQs
Your portal to progress
If you’re looking for an easy to implement front-end to accentuate the form service of your back-end, Customer Forms be the ticket. Let’s get together and discuss your customer forms and document needs to see if a portal to progress is a good fit for your document management needs.
