The importance of connectivity
“Connecting various apps such as messaging services, and data input & collection devices brings your work together in one central location.
“It prevents you from having to record client data in multiple locations, and worse – having to input it twice!
“In-Form is able to connect to a variety of apps to save you time and make you more efficient.”
Gathering information
“FormAssembly is very popular with In-Form users.
“Use it to create online forms that sync back information collected into In-Form, so that you only collect and input the data once.
“We often see organisations using FormAssembly for their referral and registration forms, but it has lots of uses, such as evaluation forms.”
Producing documents
“In-Form has document-generating functionality – DocGen – but when you require sophisticated documents, you may choose to connect third-party apps such as Conga.
“Conga and other document generation apps allow you to customise the document that is exported, if you need more flexibility on the final product.
“Conga can also help you to collect digital signatures from clients, customers, and partners, as well.
“This allows you to export documents such as rent statements and agreements without having to use another program.”
Communicating with clients
“If you’d like to send automatic texts to clients you can connect text messaging apps such as SMS magic and Mercury SMS.
“Using these apps means you don’t need to navigate away from In-Form, you can keep track of communications sent against the client record.”
How to get started
“In-Form Enterprise is ready for you to connect your third-party apps. You will need to purchase any applications directly (we can advise you), then we can configure the application or integrate it with In-Form to ensure it is set up correctly and the right business logic is applied.
“You can activate them as part of your implementation process, or if you need them at a later date, just raise a support case.”
