Remote access to forms. One of the critical aspects was enabling remote users, with no access to Content Server, the ability to participate in the COI process. The Remote WebForms extension for Beautiful WebForms filled this functional gap, allowing to extend the Content Server experience to remote users.
Support for form attachments. Form users needed to upload and attach documents for inspection within the review workflow.
Form-to-PDF transformation. The option of one-click and automated transformation of compiled forms to PDF was added. This allowed to create and watermark a PDF that was filled away with the attachments at the end of the process.
Smart dashboards and process intelligence. Users with permission were given access to a dashboard capable of providing a status overview of each request as well as the ability of starting new campaigns from a simple excel sheet.
Campaign data export for analysis and reporting. Through the dedicated dashboard, managing users were able to download a status snapshot of any running campaign.
Enhanced control over workflow data and external integration. The Content Script extension for Workflows allowed for full control over the data throughout the entire process. This allowed easy extraction and subsequent updating of the information in workflows in response to external actions.
Tailored notifications. Notifications tailored to the specific process steps where used to engage the various users involved (internal and external).
Simplified workflow design. The Content Script extension for Workflows contributed significantly in streamlining the design of workflows on Content Server, reducing the workflow complexity and enhancing maintainability.
Simplified form management. The flexibility provided by Beautiful WebForms Form Builder was one of the key success factors for the project, allowing for quick and effective prototyping and fast response to user feedback.