Seamless Client Onboarding in Field Sales
Tablet Branch e-Form is a digital forms software package to boost your mobile POS for client onboarding in field sales. By switching over to our dynamic fillable digital forms, you can instantly input and output forms that are difficult to cover in the front-end web app.
For the Field Sales
Experience the eForm solution that dynamically responds to the KYC inputs of individual clients whose general data is stored in the onboarding app.
Dynamic fillable digital formreplacing PDF form
- No need to develop all the different cases for static PDF forms
- Encrypted in XML for best performance
- Faster and easier KYC with the client on-site
- No more worries when your mobile tablet goes offline
Key Requirements & Features
Faster Processing time
- Fast binding to minimize server/network load and achieve high processing speed
- 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
Smart Digital Form
- Compatibility with any browser, any OS, any device
- Offline form filling and temporary saving of forms
- Multimedia input components: Camera, Voice Recorder
- Dynamic features for different cases of client input
- Validation of inputs and forms
- Form merging for cross/up-sel
- Batch update of each Master Section in multiple digital forms
Security
- Digital signature integration for authentication
- Encryption of digital form
Components of Tablet Branch 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 Scheduler
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Fill and Submit
Data Input
OZ e-Form Viewer
