Global Forms

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Global Forms

Web Forms

Create UniqueForms

Quickly and easily create customized web based forms through the highly intuitive yet user-friendly drag and drop web interface of GlobalForms. Equipped with a palette of tools including text boxes, images, dropdowns and more, users can develop company specific eForms to stay consistent with company branding.

Map Your Fields

Once you have created your new eForm, the collected data can be used to populate any PDF document, without the need for an Adobe license. Effortlessly map your fields by simply dragging and dropping data elements onto the PDF to streamline organizational efforts of the sensitive information gathered.

Define Your Workflow

After completion, the submitted forms are captured directly into the SmartSearch repository and are fully indexed by form data. Through the power of SmartSearch Work XChange, users can establish automated commands to drive future actions including routing the forms, sending email notification and circulating forms for approval.



Common Business Applications

●  Change Orders
●  Expense Reports
●  Human Resources Onboarding
●  Mortgage and Loan Applications
●  Patient Registration
●  Purchase Orders/Sales Orders/Requisitions
●  Questionnaires and Feedback Forms
●  Student Enrollment
●  Time Sheets/Paid Time Off Requests



Feature Benefit

Browser Based Form Designer SmartSearch eForm development is done in a rich browser based user interface that requires no client install, making deployment and administration a breeze.
Drag and Drop GUI Forms are created by dragging controls including text boxes, drop downs, radio buttons, check boxes, images, panels and preformatted text boxes for date, money, phone and quantity onto the page with no coding required. Even the most novice of users can create a form in minutes.
Design Themes Forms can be styled using any of the built in themes and customized themes can be created with stylesheets that allow forms to coexist with your current web strategy.
Business Rules and Logic Easily build business rules and logic into forms that can dynamically change the form layout based on selections made, build quality assurance around the data being filled in and ensure required data has been provided before form submission is available.
Database Connectivity The included database connector allows you to create forms that read from and write to your line of business database. When a form is connected to a database backend, fields can be auto-filled based on a key piece of data and database transactions can be updated when the form is submitted.
Form Workflows and Signatures Design form flows that allow you to create both multi-page forms and workflows that route your form through an approval process with digital signatures along the way.
Populate a PDF GlobalForms will populate form data into an existing PDF to produce a document with the same look and feel of your existing forms today. Scan and save a PDF copy of your existing paper form or design a new one and use our built in capture workflow utility to drag and drop data elements onto the PDF with no Adobe licensing required.
Recycle Data Data from a single web form can be used to populate multiple PDF forms eliminating the need for redundant data entry. This is great for employee onboarding, mortgage applications or any process with multiple documents that require common data elements.
Release to SmartSearch Empower your forms processing even further through our direct Enterprise Paperless Office Software integration with SmartSearch. The compiled PDF document and form data are indexed into SmartSearch and can be automatically routed for approval, notify users of a required action, or simply saved for future reference.

 

Technical Details

GlobalForms Supported Platforms
GlobalForms can be installed on an existing SmartSearch server, or a separate server. GlobalForms runs independent of SmartSearch and requires additional hardware resources.
GlobalForms Server, 10-20 Concurrent Users, 10 Forms

  • 1 Dual Core Processor
  • 4 gigabyte (GB) of available RAM
  • 100 GB hard drive space

GlobalForms Server, 20+ Users

  • 2 gigahertz (GHz) 32-bit (x86) or 64-bit (x64) processor
  • 4 gigabyte (GB) of system memory
  • 100 GB hard drive
  • Java 5 (JRE 5.0) or higher is required
  • A Servlet 2.4 or higher container (i.e. Tomcat 6) is required
  • Microsoft SQL Server 2005, 2008, 2008 R2, 2012 Express or higher

Designing Forms

  • Microsoft Internet Explorer (Windows) 9
  • Mozilla Firefox (all platforms) latest version

Using Forms – Desktop

  • Microsoft Internet Explorer (Windows) 8, 9, 10
  • Mozilla Firefox (all platforms) latest version
  • Google Chrome (Windows and Mac) latest version
  • Safari (Mac) latest version

Using Forms – Mobile

  • Mobile Safari (iOS) latest version
  • Android coming soon…
  • Microsoft Surface IE10 coming soon…
  • Wet Signatures are not supported on Internet Explorer 8 as IE8 is not capable of supporting this feature. IE8 support will be deprecated in Live Forms v5.2 and v5.3.
  • Safari on Windows is no longer supported by Apple. Safari on Mac OS will continue to have full support.