What is FileHold Inform?
InForm 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.
InForm simplifies enterprise form management by centralizing all of your forms in a single place, making them accessible on any device, at any time, while connecting them with your most important data sources. Your users will love its simplicity and ease-of-use, and you’ll love its efficiency-enhancing features.
Core Capabilities
Employment applications, requests for information, medical forms, vendor certification, compliance requests, permit requests – forms of all kinds for organizations big and small can be handled.
Use the built in WYSIWIG form builder to drag and drop form elements, reuse your existing PDF forms, or upload a custom HTML form page. InForm will validate users’ data input and can use data from FileHold dropdown menus and searches.
Use the graphical process flow editor to direct intermediate processing of the form before and after the results are added to FileHold.
Categorize documents by document type and tag documents with critical information like submitter identity and time of posting.
Extract information from forms and add metadata as soon as the document arrives in your content repository. You select which fields in the form get mapped to the schema and metadata fields in FileHold.
File forms and documents in the right place and make them instantly accessible to your team. InForm can tell FileHold to to auto-file documents when they are uploaded.
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.
