For the Remote Clients
Remote Teller eForm with video calling solutions provides almost as vivid UX as an in-person conversation between a client and a sales representative. At the same time, they share the same digital form, and the data entered are synchronized on each other’s screens.
![Guide your customer in person over the video call Guide your customer in person over the video call](https://www.forcs.com/en/wp-content/uploads/2022/09/remote-teller-img-1.png)
Guide your customer in person over the video call
- eContracts signed during the remote meetings
- No need to send or receive contract papers from your clients
- No need to visit clients to give them a “where-to-fill” highlight guide
- No worries about the small mobile screen
- Clients can fill out the forms by following the step-by-step guide
Key Requirements & Features
![Remote Teller_final](https://www.forcs.com/en/wp-content/uploads/2022/09/Remote-Teller_final-1.png)
Form Synchronization
- Synchronizing digital forms and filling out forms on multiple devices
- Remote form filling
- Annotation synchronization
- Dedicated fields only for clients or sales representatives to prevent data falsification
- Input guide mode for automatic data entry
- Independent control between multiple devices with simultaneous synchronization of input data
Smart Digital Form
- Conversational UI & input mode for small mobile screens
- Dynamic features for different cases of client input
- Validation of inputs and forms
- Form merging for cross/up-sell
- PDF export
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
- Auto-populating fields with back-end system integration
Security
- Digital signature integration for authentication
- Encryption of digital form
Components of Remote Teller e-Form
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Design
Build Digital Form
OZ e-Form Designer
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Publish
Manage Digital Form System
OZ e-Form Enterprise Server
OZ e-Form Scheduler
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Fill and Submit
Data Input / Form Sync and Form-Filling
OZ e-Form Viewer
OZ Sync-Server / OZ Sync-Client
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Mobile Input
Conversational UI
OZ Dialogue Flow