Document Template Generation

Web-based Form Management System for Efficient Workflow

Patented Intake Form Technology for Report Generation and Approval

U.S. Patent 10,706,225 B2 “Form Management System and Method” converts existing paper forms into web-based electronic forms with all layout information and corresponding fields and data types stored in a common library. Users can maintain form layouts, edit input fields, set element types, design dropdown lists, create access permissions, and export the forms to various formats. In addition, forms can be easily modified and managed without any programming or support from software developers.

Electronic forms enhance overall reporting efficiency and accelerate internal approval workflows. When an existing form doesn’t meet the current needs, system engineers often have to modify the application for that specific form or create a new form altogether. Given that agencies use many types of complex forms, the development costs and form management time are substantial. In contrast, CSI allows administrators themselves to easily build, modify and manage electronic forms via the form management system.

Cost/Time
Form Building
Data Entry
Data Quality
Common Library
Permissions
Cloud Integration
Approval Workflow

Government Agencies

Local Form Management System

High-cost
Time-consuming
Require system engineers or programmers to develop or modify forms
Manual
Duplicate data, incomplete fields, human errors
Create data separately for each form, leading to duplication and redundancy
Set access permissions individually
Locally hosted
Some agencies still rely on a paper-based workflow

Enterprise Form Management System

Low-cost
Time-efficient
Administrators can use familiar word processing tools to build and modify forms
Auto-populate data from internal and external data sources
Form validation checks to avoid data errors
Easily select pre-defined data types and common input fields for efficient form building
Set access permissions through form management system
Cloud hosting for security compliance, easy deployment and installation, and improved performance
Paperless approval process with digital signatures

Benefits & Features