Paper and electronic documents are part of the fabric that connects people to business. Imagine the improvement you could see in your business if the documents and forms you use every day contained intelligence about where they needed to be routed and which systems needed the data they contained. What if you could automatically extract business information from paper documents as easily as from online forms? And what if you could find any document at any time no matter who was working on it while being assured that all of the information was secure from unauthorized access? In essence that’s what  TeleForm and LiquidOffice e-forms sare all about.  They’re intelligent because they work together.

TeleForm manages paper and faxed in documents and forms processing whereas LiquidOffice processes e-forms – electronic forms.  The power comes to play when the two software products integrate together.  Here’s what’s possible.  TeleForm form, function and logic are defined in the Designer program, once completed all the business rules and look and feel can be exported to the LiquidOffice Form Designer, this is only the start of the integration.  Once the form is imported – it looks the same as it did inside TeleForm, all you’ve got to do now is drag a Submit action button to the form from the object palette – simple.  Finally connect to the LiquidOffice server through one of the drop downs and lastly publish the form and you’re ready to go.  Your electronic forms supporting fillable HTML and PDF forms are immediately available. Once in the LiquidOffice e-forms Management Console you can define the routing from a list of existing users.  This technology incorporates smart and configurable OCR properties, HTML and or PDF forms on steroids that include routing strategies based on forms logic.  Both TeleForm and LiquidOffice e-forms have been around for years originally published by Cardiff University, then purchased by Verity, next Autonomy and recently Autonomy was purchased for a paltry 12 billion by Hewlett Packard – they’ve recognized how important business process management and document processing really is to business.

There’s lots of applications for how this type of integration can be leveraged including automatic invoice processing, human resource on boarding, claims forms, expense forms, time sheets, vacation requests and plenty more where they came from. Connectis has designed dozens of forms for clients requiring forms capture with business rules. To build your intelligent document reach us at info@connectis.ca 905.695.2200.

Routing and workflow are key components to adding value when working with documents; we’ll discuss Workflow in greater detail in a following article.