1. FINANCE INDUSTRY SOLUTIONS

2. 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

3. 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

4. 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
(C) 2013 FabSoft

5. 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

6. 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

7. 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, , and archive systems
(C) 2013 FabSoft