Document of record
Automatically generate and deliver a PDF document and then archive it to your content management system or repository of your choice to easily maintain compliance.
Features
Applications Dashboard
Route application submissions through customized workflows and a centralized dashboard for review, approval, and digital signatures by back-office employees — even when employees are on the go on a mobile device.
A streamlined approach to managing customer applications.
Managing customer forms and applications requires collaboration between people filling out the form, receiving it, and approving it. You need a way to monitor the process, from content development to online publishing.
With the applications dashboard in Adobe Experience Manager, you can streamline the entire customer forms process from start to finish. Build customized workflows so you can submit applications easily. Then watch as they’re reviewed, approved, and digitally signed — whether they’re online or off.
See what makes it work.
Task manager
Easily keep track of your forms by receiving tasks. These tasks keep you updated with details and available actions for that task. You can also delegate tasks as needed.
Workflow details
See what stage a task is currently in within your custom workflow, whether it’s complete, current, or pending other stages.
Learn more about the applications dashboard in Adobe Experience Manager.
Understand the benefits of the application dashboard.
Get more details about the benefits of the applications dashboard and how to streamline the customer forms experience in our Help section.
Get to know it all.
Discover how to use forms to increase conversions, efficiency, customer satisfaction, and everything else in our white paper.
Explore other features
Visual workflow editor
Visually design workflows to connect forms, onboarding, and customer communications while integrating data along the way to allow you to route content and approvals in real time.
Electronic signatures
Simplify approval processes where multiple customers or approvers need to sign in parallel or sequentially with secure and legal e-signatures for any form or document, using any e-signature solution, like Adobe Sign.