Eliminate Paperwork at Your Workplace

Paperless Branch e-Form is a digital forms software package to displace paper forms and applications from customer service in BFSI. It enables synchronized digital forms to be shared. Therefore, customers can easily key in and e-sign any forms with the guidance of a sales representative sitting across.

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For the Paperless Office

Forms are already synchronized on your customers’ screens—no need to print them or flip anything around. And with data from the integrated back-end system, they’re already filled in. Banks can save 20% on customer service time and 80% on document management costs.

Digitize paper-based processes at BFSI branches.

Digitize paper-based processes for good

  • Synchronizing form, data ,and inputs
  • Guide and monitor customer’s inputs
  • No need to scan, upload, and store paper forms
  • No need to re-enter customer data into the system

Key Requirements & Features

Paperless Branch System

Form Synchronization

  • List of digital forms developed for all business processes
  • Selection of business processes defined with forms, not with forms for customer requests
  • Input guide mode for automatic data entry
  • Form merging for cross/up-sell

Smart Digital Form

  • Dynamic features for different cases of customer input
  • Validation check on fields at the form level
  • Auto-populating fields with back-end system integration
  • Highlight & Annotate
  • Dedicated fields only for customers or sales representatives to prevent data falsification

Faster Processing Time

  • Attach all required documents in a single eForm file to get quicker approval and simplify the process
  • Store the original file and manage the data in a dedicated system after internal approval

Security

  • Digital signature integration for authentication
  • Encryption of digital form

Components of Paperless Branch e-Form

  • Design

    Build Digital Form

    Build Digital Form - OZ e-Form Designer

    OZ e-Form Designer

  • Publish

    Manage Digital Form System

    Manage Digital Form System - OZ e-Form Scheduler

    OZ e-Form Enterprise Server

    OZ e-Form Scheduler

  • Fill and Submit

    Data Input / Form Sync and Form-Filling

    Data Input - OZ e-Form Viewer

    OZ e-Form Viewer

    OZ e-Form Multi Screen Viewer - OZ Sync-Server/OZ Sync-Client

    OZ e-Form Multi Screen Viewer

    OZ Sync-Server / OZ Sync-Client

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