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ADOBE EXPERIENCE MANAGER FORMS FEATURES

Automated workflows

Experience Manager Forms gives you automated workflows that boost productivity and streamline resource management, content publishing, and document handling.

Visual workflow editor

Visually design workflows that connect forms with onboarding and customer communication processes while integrating data along the way. This lets you route content and approvals in real time, according to your established business processes.

  • Reusable workflows. Reuse saved workflows across multiple forms to quickly scale your common processes.
  • Drag-and-drop authoring. Easily add and update standard workflow components through drag-and-drop steps and then visually rearranging them in the editor.
  • Data integration. Integrate captured form data with your preferred sources to manage data seamlessly and enable pre-fill.
  • Configurable components. Use out-of-the-box components — such as an email or Adobe Sign workflow step — to develop your processes.
Form workflow adding in step to account for participant activity
Financial services form integrating with Adobe Sign to collect signatures

Electronic signatures

Obtain secure, legal, and trusted electronic signatures for any form or document at any stage in the approval process. Integrate with your preferred e-signature solution, such as Adobe Sign, to support parallel and sequential signing workflows for multiple customers or stakeholders.

  • Cloud signatures. Sign forms with PKI-based digital signatures to independently validate identity through a trusted authority that meets the most rigorous regulatory requirements.
  • Easy integration. Quickly configure e-signature capture with solutions like Adobe Sign.
  • Security and compliance. Take advantage of how Experience Manager Forms follows common industry standards, which helps you comply with legal requirements, industry regulations, and security standards.
  • Native integrations. Use the native integration with Adobe Sign to simply drag and drop electronic signature fields onto a form or workflow for multiple customers and internal approvers to sign. Streamline the process further with a growing library of out-of-the-box, third-party integrations.

Codeless data mapping

Integrate data sources without any custom development. Map entities to form fields and documents to personalize customer experiences and automate enrollment processes across your brand.

  • Flexibility. Capture data in any format and output it wherever needed, giving authors full control over how they use the data.
  • Visual drag-and-drop data integrations. Map data to form fields, workflow steps, and document content with a fully visual drag-and-drop approach.
  • Easier automation and personalization. Once mapped, automate data capture processing, and personalize key customer experiences across any internal department or stakeholder.
Form being created by available user profiles
Template being used to create new form

Document of record

Capture form data entered by users and save it in PDF format for archiving or compliance. This ensures the form submitted is documented and accessible in a structured format, which can be customized with styling and branding.

  • Automatic generation. Add an automated step to your workflow that generates a document of record in real time for printing or archiving in your content management system.
  • Compliance and archiving. Help ensure compliance with regulatory requirements by storing a verifiable, immutable record of each form submission.
  • Customization. Tailor the appearance of your document with logos, custom fonts, and layouts that align with your organization’s brand while selecting the specific information you want to capture and store.

Out-of-the-box connectors

Seamlessly connect Experience Manager Forms with your preferred tools using out-of-the-box integrations, accelerating deployment and providing the flexibility to meet your evolving organizational needs.

  • Easy integration. Eliminate the need for custom development or complex integrations with out-of-the-box connectors for rational database management software (RDBMS) such as MySQL, SQL Server, and Oracle, as well as Microsoft Dynamics, Salesforce, and other back-end systems.
  • Drag-and-drop variables. Draft your content, then drag and drop data elements to quickly bind them to specific variable content within template.
  • Tailored to your needs. Customize Experience Manager Forms using a variety of out-of-the-box connectors to first- and third-party data sources, giving you the flexibility to align with your existing and future tech setup.
Form connecting to third-party data source
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Learn how to use automated workflows features.

Find what you need in Adobe Experience League, our vast collection of how-to content — including documentation, tutorials, and user guides.

Learn more | Learn more about automated workflows features