Watch as LiquidOffice & TeleForm process an online job application form processed by employee type, process paper documents, faxes, e-forms, forms or email attachments with document routing, rules-based processing, dynamic tables, database lookups, and more.
Document Capture & E-Forms
Workflow Process Automation
TeleForm & LiquidOffice
LiquidOffice e-forms solution for the web integrates with TeleForm for complete process automation, ensuring business workflow and routing processes are followed and exports and integrates data and PDF’s to next inline business process.
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Apps we can demo
- Event registration
- Cheque requisitions
- Employee Onboarding
- Employee Job Application
- Service Acknowledgement
- Request for Datasheet
- Employee Expense Reports
- Insurance Benefits Enrollment
- Parking Permits
- Vacation Time Off Request
- Staff Expense
- Health Insurance Application
- Security Access Card Request
- Bill of Lading
- Surveys
- Patient Registration Process
- Medical Plan Enrollment
- Auto Liability Insurance Report
- Move In Move Out Process
- Time Card / Sheet
- Invoice Processing
- Bank Loan Origination
Downloads | Demos | Vendor Support
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Get a LiquidOffice quote
Accelerate Business Processes
Ensure fast and efficient processing of customer requests by automating the processes that use forms to collect customer information and routes it to the people and systems. Process like HR, financial onboarding, work orders, customer interactions, payroll processing, order processing, product development and logistics, and more. Read about ROI’s, the Case for E-Forms and actual customer-facing processes, and more.
Convert Paper Forms to Fillable Digital Web Forms
Paperwork isn’t going away anytime soon, but physical paper forms should be done away with, to grow & come back strong after the Coronavirus Pandemic. Learn what to automate first and which tools you’ll need. Find out how to transition from paper-driven forms to e-forms processing in 4 easy steps that get you there fast. Convert any form, any process from any source into E-Forms with LiquidOffice. And, capture the data from a paper-based form with TeleForm.
Workflow Automation & E-Forms for Financial Services
Learn how to get a competitive advantage by providing your customers with accurate and timely access to information by enabling workflow automation on your financial products and services. Give a digital, automated, and online web-based user/customer experience with the Mobility e-Forms functionality. Efficiently onboard new customers and accounts with accuracy. Also, meet the Governance, Risk, and Compliance needs for process automation.
Healthcare Digital Transformation with E-Forms
Processing patient onboarding is a labor-intensive manual process and thus highly error-prone. It also puts the provider at compliance risk and compromising the quality of care delivered to patients. Serve your patients by providing e-forms. The data they enter goes directly into your Patient Management System and Electronic Document Management System. Learn how to automate the entire process to achieve accuracy, customer satisfaction, and compliance.
Account On-Boarding Automation
A series of documents are attached and processed in a new account onboarding process for a financial institution. Watch how to automate your customer onboarding process with Teleform and LiquidOffice.
Student Application for Housing
Thousands of students submit thousands of housing applications every year. Waiting for a confirmation is frustrating. Watch how LiquidOffice can save you time and money by automating the application processes.
Patient Registration demo
Patient registration needs to be quick & accurate. Watch how to streamline the patient admission process by converting paper records into usable electronic data and securely store it for collaborations and instant retrieval.
Permit Issuance Automation
Delayed permits increase cost of projects. Watch how businesses can get a convenient interface with government and a hassle-free experience in availing permits like Road Construction & other projects.
TeleForm
TeleForm will continue to evolve as an intelligent forms automation solution that transforms the way demanding enterprises collect and process information from employees and customers. TeleForm will continue to include technology enhancements that further improve recognition quality and performance, add support for new features, support new user interfaces, and include support for new languages.
Q4 CY2021 in Progress
- Updated recognition engines to improve quality and performance.
- Support for new platforms and new versions of integrated applications.
- Security enhancements, technology upgrades, updated documentation & help
Future Planned
- Continued improvements to recognition quality & performance.
- Enhanced barcode recognition
- Enhanced PDF creation.
- New language recognition & localization.
- Enhanced support for seamless Intelligent Forms Automation solutions.
- New Content Management System exports.
In Summary
Software, Maintenance and Support Services entitles you to upgrades, point releases, & unlimited technical phone support during the contract term.
Phone & Remote Desktop Support - Monday - Friday & Premium Extended 7x24
- For primary support during standard hours call Connectis Group 905-695-2200 8:30am-5:00pm EST.
- For premium support during extended hours call Connectis Group 416-779-3282 and provide your support contract ID
- For TeleForm & LiquidOffice technical support call 1-800-540-7292
- For secondary support call OpenText at (800) 499-6544 8:30am-6:00pm EST.
- Read the OpenText Software Maintenance Program Handbook here
- Read OpenText End User License Agreement (EULA)
- In addition to creating tickets, you can send your break-fix support requests to support@connectis.ca or support@opentext.com. Include the product name, version, serial #, and description of the issue, and screenshots if possible.
- Create support tickets in the OpenText Connect My Support at https://www.opentext.com/support/contact/opentext
Note
- Vendor maintenance & support is required on your initial purchase.
- Service response times are based on service contract level purchased.
- Vendor services are limited to currently supported versions.
- Fees are based on license inventory & service level purchased.
- Vendors will not provide support to Connectis on behalf of clients who’s contract has lapsed.
- Vendors don’t provide onsite support.
My Support & Knowledge Centre
The OpenText My Support portal provides access to Online Support, Downloads, and License Keys and can be accessed at https://support.opentext.com/portal/site/css. You’ll be required to create an account if you don’t already have one. Once your account is created, you’ll receive an email requesting you verify your account details. If you experience any difficulties logging on or require additional accounts, contact connect@opentext.com.
The OpenText Knowledge Centre (KC) provides access to community content, faq’s and support and can be accessed at https://knowledge.opentext.com/,
NOTE: If you are a NEW CUSTOMER, you will receive your KC username and password in a separate email which will be required during the download process or to access technical documents.
Refer to the PACKING SLIP emailed to your invoicing contact contains END USER information, PRODUCT SKU so you can download software to download from the KC. Downloads can be accessed at https://knowledge.opentext.com/
- Already have a KC account, login with your current username and password.
- From the KC home page, click the A-Z Look Up tab.
- Click the corresponding letter for the software you want to download (ex: “T” for TeleForm).
- From the product page, click Downloads to view a list of downloads available for that product. Downloads are organized by version, language and operating system.
NOTE: you may need to download ISO 9660 images or zip files. For more information on how to download these files, please refer to the following URL: http://mimage.opentext.com/support/ecm/secure/software/checksuminstructions.html
During INSTALLATION, you’ll be required to key in your PRODUCT LICENSE and SERIAL NUMBER which is found in a text file emailed to the invoicing contact along with the original PACKING SLIP. Keep this information safe – DO NOT LOSE IT.
Maintenance Renewals & Late Fees
Maintenance renewals are processed and may be provided by Connectis Group as your first line of support. A Renewal notification will contain a quote for the upcoming term and will be sent up to 90 days in advance of the current expiry date. Avoid costly OpenText penalties by renewing on-time. Late maintenance renewals will automatically incur OpenText imposed late renewal fee that begin the day the Support Contract expires, and increase each month the contract remains expired.
License Decommission or Maintenance Cancellation Policies
If there are any supported components of your current TeleForm or LiquidOffice environment (modules etc.) that you NO LONGER plan to use and/or support, you must ‘decommission’ those products at least 90 days before your contract expiration date. If these products are not decommissioned at least 90 days prior to your contract expiring, you will be charged for another full year of support on these products. Clients wishing to no longer continue renewing their OpenText maintenance must notify Connectis a minimum of 90 days prior to the renewal date to make an application to OpenText for approval, after receiving OpenText approval, the maintenance renewal can be cancelled. Note that if you cancel software maintenance and wish sometime in the future to renew your maintenance there will be an OpenText fee charged which will include the back years of support, plus 1 year going forward maintenance fee, plus a 3% maintenance late renewal fee. Please contact Connectis as soon as you wish to decommission products. We’ll assist with the required paperwork and will submit your decommission request to OpenText.
Document Capture robotic process automation software that eliminates manual data entry from paper, fax and email attachment based forms & extracts data into your ERP, Healthcare, document management or database.
OpenText TeleForm forms for business automatically captures, classifies and extracts information from paper and electronic documents using powerful recognition technologies and creating accurate process-ready content in real time. It eliminates time-consuming manual document sorting and data entry.
TeleForm is a multichannel solution for capturing information from documents received via mail, fax, email, the internet and mobile devices. Using advanced recognition and pattern-matching technologies, TeleForm reads hand-print, machine print, optical mark, barcodes and signatures from paper, virtually eliminating all human intervention and errors.
Features
- Eliminates the need for manual data entry, the system captures the data to a database or ERP automatically.
- Bridges the divide & automates business processes involving both paper & E-forms with LiquidOffice & workflows
- Processes invoices, loan documents, contracts, and other unstructured documents
- Automatically capture, classify and index any form or document type
- Add business rules within the form to validate business processes
- Increase productivity across a multi-office enterprise with web capture
- Provides auditing, tracking, reporting, and digital signature support
- Forms for business easy to use interface
- Excellent recognition accuracy
Download Brochure & Demo
TeleForm forms for business understands structured documents, such as credit application, account origination forms, census forms, passport applications, student applications and many other unstructured documents. When information is locked away in paper and electronic documents, it is virtually invisible to an organization. Not only does this represent a large, unquantifiable risk, it also blocks an organization’s ability to leverage a rich source of business information. Capture solutions provide a paper on-ramp to automate digitization and enable further processing using electronic versions, reducing the paper volumes that organizations must handle. Automation of the capture process minimizes manual handling of paper to improve efficiency and accuracy of the content.
TeleForm Training
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- Facilitated by qualified experienced TeleForm instructors
- Per Diem Distance or Onsite Training
- Boot Camp 3 Day Training for Administrators & Users
- Custom Training also available based on your unique forms for business needs
- Call for student fees
E-Forms Workflow Process Automation (BPM) solution for the Enterprise to drive Digital Transformation for complex digital forms requiring approvals, attachments and electronic capture.
LiquidOffice is a powerful e-forms process automation system that builds intelligent online forms, filled out in a web browser, but must follow business workflows and logic. Form data and attachments can be controlled, shared and routed to internal and external authorized users, providing a comprehensive solution for organizations needing to capture and process data to integrate with document management systems and other upstream business processes.
LiquidOffice’s rich, flexible and powerful interface, publishes and processes eforms, manages workflows, includes an end user portal, integrates with MS Outlook and exports data to many targeted systems – ensures complete and accurate data collection with a positive customer experience.
Features
- Provides controlled access, auto-fill, auto look-ups, data validations, e-signatures, dynamic fields, dynamic tables and routing inbound content requiring approvals automatically.
- Bridges the divide & automates business processes involving both paper & digital forms with TeleForm
- Rapidly design a rich e-forms experience that users will love
- Replace manual paper processes with LiquidOffice’s rich same-as-paper experience e-forms.
- Routes forms & notifies managers when digital approvals are needed
- Import your existing library of flat PDF forms to LiquidOffice automatically.
Download Brochure
Manage forms, data and documents together within a customer attachments and dynamically access these as standalone pieces or as part of a collection. Notify the right people of pending work, monitor form activity results, and initiate downstream processing faster than paper only systems. You’ll accelerate processes, track data flows and ensure your business rules are maintained for compliance purposes. You can also integrate and process paper, fax or email attachment documents with the TeleForm (optional) to broaden your capture capabilities.
LiquidOffice Training
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- Per Diem Distance or Onsite Training
- Boot Camp 3 Day Training for Administrators & Users
- Custom Training also available based on your unique needs
- Qualified instructors have years of LiquidOffice & TeleForm experience
- Call for student fees
