The major job of a mobile form automation software is to enable users create documents that can be easily accessed remotely. It helps to gather data in real time, no matter the location of one’s jobsite, and this enables field and office employees to streamline their data collection.
This solution gives users the platform to easily connect online which in turn helps remote team provide accurate updates. Users are able to utilize this solution in filling out and submitting of paper forms like audits, reports and inspections using their mobile devices.
Also, data that are retrieved are used to provide analytics which assists organizations to form dashboards. Company’s IT systems can use Mobile form automation solutions to simply streamline workflows and to data collection strategy.
In this article, we’ll be discussing all you need to understand about mobile form automation solution.
What is a Mobile Form Automation Solution?
Mobile Forms automation simply means a solution that creates digital version of a paper form by using a forms automation solution. You’ll use Forms Automation to scale back paperwork across your enterprise. With the proper tool, you’ll start by capturing information by creating electronic versions of your forms.
With this solution, you can simply perform mobile data entries. In addition, this platform allows you to share forms with stakeholders, retrieve data easily in seconds, and securely store them for later use.
Like we stated initially, Mobile form automation solution digitizes data capture by simply creating and automating the management of digital forms. This permits the creation of a variety of forms, by using a drag-and-drop form builder. Some of these forms include: contracts, surveys, checklists, client-facing documents, and documents of company internal records.
Also, this solution helps companies to accurately and efficiently gather data which will be integrated into existing databases.
You can also see: Mobile signature apps for your business
Features of a Mobile Form automation solution
Initiating a mobile form automation solution will assist your company to start out the digitization of business processes. The most important question here is – which solution is going to fit your business requirements perfectly and which of the feature will be crucial for its effectiveness.
Below, we’ve prepared some of the most important features to consider when choosing a form automation solution:
Dynamic custom logic – Whichever solution you get to choose should be able to transform the complex paper form your company has into a simple and intuitive mobile application. The solution should be able to recreate and automate the existing processes within the app following the inner logic developed within the company.
Data pre-population – The solution can use date and timestamp information to automatically populate the forms. It also should be able to leverage the historical data and auto choices within the forms, using modeling techniques that are specific.
Mobile form app – Your employees should be able to use the mobile forms automation their preferred devices which include; smartphones and tablets. It is necessary for the mobile data collection to perform the work on the go cases.
Participant alerts – The solution should have a simple notification emails or system alerts that are sent as soon as a workflow step is ready for a user, allowing the user to finish the step immediately.
Reactive task management – The solution should be able to notify users on follow-ups, escalation and alerts automatically.
Automatic reporting – Look out for solution that populate, distribute and filter reports across the specified contact lists at the scheduled period.
Relevant integrations – Find a tool that is able to seamlessly integrate with other platforms to send your data where it needs to go (such as a CRM, email marketing platform, or Google spreadsheet)
Offline data collection – Go for a solution that can capture and autofill forms offline. This means that your mobile form automation software should be able to work without network connection. The form’s update can start when the connection is restored.
The advanced form features – for annotations and sketches, geolocation, voice recording, QR and barcode scanning, e-signing, formula fields, images, and more.
Dispatching – the forms automation process needs to be dispatched and delivered following the precise company’s workflow rules.