Forms helps you design and deploy beautiful and functional forms that drive value for your staff and constituents. Forms can combine information from multiple iMIS data sources while enforcing complex business rules to ensure that your data is captured correctly and completely while leading your constituents on the journeys that you have planned for them.
Forms consists of the form manager and form designer along with associated iParts for form deployment, document management and document display that can be deployed on your Staff administrative site, your public websites or both.
Key features
- Completely native to iMIS. No connectors or integrations required.
- Design and lay out attractive forms using any combination of contact, address, user-defined or activity fields from iMIS.
- Sample forms are provided for guidance.
- Existing iMIS data can be dynamically loaded into any form.
- Anonymous users can securely submit information to iMIS, for example, contact forms or complaint forms.
- Create and validate new accounts in iMIS while enforcing custom duplicate-check logic on customer type.
- Programmable buttons help you to create workflows and present options to your constituents.
- Deploy supporting iParts in and around your form to create a complete member experience.
- Form history allows you to restore prior form versions on demand.
- Form-related documents can be uploaded as part of a form process (for example, resumes, transcripts, letters of recommendation).
- Use a full-featured HTML template to apply custom styling and graphics to your forms.
- Allow authorized third-party access to forms and form results to support committee and stakeholder engagement.
- Add complex automation to your forms with post-submission processing using button automation.