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.
Form fields can be pre-populated using key reference data to pull related data from multiple databases.
Prevents creation of erroneous and incomplete documentation.
Data pulled from existing databases using account number or other fields will eliminate data entry errors and increase efficiency.
Data pushed to existing databases will eliminate redundant data entry and provide close integration with existing line-of-business applications.
Forms not needing customer signature can be uploaded directly into electronic workflows.
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.
Accept, reject or reassign single or bulk workflow tasks.
Easily customize the look and feel of your forms to suit your specific style needs.
Gathers client information and existing database information simultaneously.
Reduces scanning, printing, shipping, and supply costs.
I can't express how much your time is appreciated. I have never worked with a company that has this much dedication to customer satisfaction. I Just wanted to let you know what it means to me and our organization.
Our relationship with ICS is professional, collaborative, and constructive. We use ICS as the subject matter expert for the Captiva data capture software, as a developer of applications using Captiva data capture software, architect of applications to ensure efficient and accurate running of the applications, a teacher for our developers in the Captiva data capture software and as an integrator of third party vendor applications and software; check processing and scanner hardware. ICS will go the extra mile to deliver the services we’ve come to expect as our service provider.
I have enjoyed working with you and your team. ICS has been a very important part of our ability and success to service our clients to their expectations. I will be forever grateful to you and ICS for all that you have done and will continue to do as we both grow with the future.
ICS is a great partner to work with! They care about their customers and are so responsive to their needs. EVERYONE in the company is willing to do the work. There have been several times I've called the main phone line and the VP has answered or I check in on something and the executives are taking care of day to day work. Our Partnership with ICS has been very successful, enjoyable, and one I would recommend!