Document Template Generation
Web-based Form Management System for Efficient Workflow
Patented Intake Form Technology for Report Generation and Approval
U.S. Patent 10,706,225 B2 “Form Management System and Method” converts existing paper forms into web-based electronic forms with all layout information and corresponding fields and data types stored in a common library. Users can maintain form layouts, edit input fields, set element types, design dropdown lists, create access permissions, and export the forms to various formats. In addition, forms can be easily modified and managed without any programming or support from software developers.
Electronic forms enhance overall reporting efficiency and accelerate internal approval workflows. When an existing form doesn’t meet the current needs, system engineers often have to modify the application for that specific form or create a new form altogether. Given that agencies use many types of complex forms, the development costs and form management time are substantial. In contrast, CSI allows administrators themselves to easily build, modify and manage electronic forms via the form management system.
Solution comparison
- Cost/Time
- Form Building
- Data Entry
- Data Quality
- Common Library
- Permissions
- Cloud Integration
- Approval Workflow
Government Agencies
Local Form Management System
- High-cost
Time-consuming - Require system engineers or programmers to develop or modify forms
- Manual
- Duplicate data, incomplete fields, human errors
- Create data separately for each form, leading to duplication and redundancy
- Set access permissions individually
- Locally hosted
- Some agencies still rely on a paper-based workflow
Enterprise Form Management System
- Low-cost
Time-efficient - Administrators can use familiar word processing tools to build and modify forms
- Auto-populate data from internal and external data sources
- Form validation checks to avoid data errors
- Easily select pre-defined data types and common input fields for efficient form building
- Set access permissions through form management system
- Cloud hosting for security compliance, easy deployment and installation, and improved performance
- Paperless approval process with digital signatures
Benefits & Features
Increased Productivity
Data Integrity
Paperless Workflow
Limited Expertise Necessary
Lower Costs
