freeform by square 9

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freeform by square 9

• Electronic Forms and Dynamic Workflow Routing and
  Notification

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• Are you entering the same data to multiple forms?
  
• Are you constantly processing multi-part and
  pre-printed forms?
• Are you finding it hard to automate a very manual
  process?
• Are you using web registration forms?
• If so, ask for a demonstration of FreeForm

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What is it?

• FreeForm adds eform capabilities to the
  SmartSearch document management system.
• Now a simple web form can
• Populate transactional PDF documents on the fly
• Provide validation
• Dynamic form creation based on variable data
• Feed other line-of-business systems and import
  into the SmartSearch document repository via XML.
  
• Generate custom email notifications for ad-hoc
  workflow.

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FreeForm applications
Applications Automotive deal jackets
Membership forms Healthcare consent forms
Invoice forms Immigration forms Healthcare
insurance claims Contracts Refund and RMA
forms Engineering change order Purchase
requisitions Questionnaires Insurance
waivers Mortgage documents HR evaluations
Education IEPs Tax forms Quality Assurance
testing Patient registration form I-9, I-20,
W-4
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Key Points

• Customer facing, customer initiated data entry
  and capture
• Extensible outside a firewall thru HTTP/S
• Signature technology to add digital image
  signatures
• Automatic or ad-hoc push into SmartSearch
• Data integration with other line-of-business
  (LOB) applications
• Can trigger external or internal workflows
• Form data can populate multiple forms at once
• Integrated TWAIN remote scan thru the Internet
• Solution comprised of standard Microsoft
  technology

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FreeForm components

• Included in the FreeForm package are the
  following components
• Web Form Development
• Based on an existing PDF, Word Document, Excel
  Spreadsheet or custom created web form
• FreeForm Engine
• Component to accept the form data rip it into a
  PDF and instantiate the following add-on
  capabilities
• The ability to automatically or manually save the
  form generated PDF to a network location
  accessible to SmartSearch for import
• The ability to send an email alert to multiple
  recipients notifying them of a documents
  arrival.
• The ability to send a copy of the PDF to email
  recipients
• The ability to add a bar code to the output PDF
  file
• Use our custom web forms or create your own -
  dynamically merge form data with electronic based
  document overlays.

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FreeForm process flow
Shipping
Accounting
Initiate Ad-hoc Workflow
Manufacturing
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Use cases

• Insurance claim for medical procedure
• AP invoices with uni-directional data population
  into line-of-business system
• Medical consent for x-rays, medical records
• Inventory Control Workflow
• Price increase request form with approval routing
• Update inventory control management system with
  new pricing information
• Sales order entry
• Human resource forms I9 and resume/applications

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Sales order demonstration

• Sales order is entered by the reseller
• Back-end ODBC link to pull order specific data
• Sales person, job, shipping method, terms, etc
• Mathematical equations
• Sales tax, line items
• Email notification is sent to sales admin
• Ad-hoc workflow initiates
• Sales admin ensures order is correct
• Sales manager approval of order and discounts
• Production receives order and ships product
• Status field is updated to Order Complete
• SmartSearch updates AP system
• AP system generates an invoice

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Sales order demonstration
Generate emails throughout each step as well as
to AP clerk that Invoice has been created and
indexed into SmartSearch
Once Approved by Sales Manager Feed AP system
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• For more information, please visit
• www.square-9.com/solutions