FINANCE INDUSTRY SOLUTIONS

How Reform Can Help Effortless form management Easy management of documents requiring notes or signatures Transparent document approval processes Simple electronic distribution of hard copy documents On demand form filling, printing and archiving Hands off postal sorting and address validation for direct mail delivery (C) 2013 FabSoft

Effortless Form Management Reform Intelligently print and distribute statements, invoices, loans, claims, and other financial documents. Forms are automatically delivered to the needed recipients Forms are generated on-demand Eliminates the need to bulk purchase and store multipart forms (C) 2013 FabSoft

Form Management Solution PRINT Form Management Solution Workflow A document is printed from the user’s host application. A copy of the document is automatically sent to the client, other departments, and the electronic archive system. After Before PRINT FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Easy Document Management Tag Doc Tag Doc tags forms requiring notes or signatures with a barcode. Barcode is associated with information on the document – client name, associate name, account details, etc. Upon scanning, the barcode is recognized and the document is archived or routed for further processing. (C) 2013 FabSoft

Tag Doc Solution Workflow SCAN Tag Doc Solution Workflow Print form with Tag Doc barcode Client signs form Form is scanned and archived and indexed with other related files. Archive System Tag Doc Barcode John Smith Customer Signature (C) 2013 FabSoft

On-Demand Form Filling, Printing & Archiving Desktop Filler Access and process forms from the MFP screen with Form Filler. Print generic financial forms or marketing materials, on-demand. Merge client data onto any form for accuracy and legibility. Completed forms are distributed to printers, fax, email, and archive systems (C) 2013 FabSoft