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Interactive Forms

When it comes to gathering information from new or current customers, the process most often requires them to complete and return a form containing personal and confidential information. This approach is typically paper-based and requires the customer to send the completed form back via fax, paper mail or overnight mail service. The entire process can take days. It's both inconvenient for the customer and incredibly inefficient for the organization.

Sendside® Forms leverages the powerful encryption and delivery capabilities of the Sendside platform, and it enables customers to complete and return forms securely in minutes, not days.

Sendside Forms -- Customer Information in Real-Time

Create forms for customer input

  • Create forms or choose from forms library
  • No downloads or browser plugins
  • Submit forms securely through Sendside platform

Interactive forms and eSignatures

  • Send forms for customer input
  • Execute and sign form with Sendside eSign
  • Return securely through Sendside platform

Real-time data capture

  • Store forms data securely
  • Advanced reporting and metrics
  • Secure file access through admin interface

Easy Compliance - SEC FINRA Sarbanes-Oxley (SOX) HIPPA...

Sendside compliance software and forms easily meets compliance mandates for GLBA and Sarbanes-Oxley (SOX) as well as for electronic storage and archive (SEC Rule 204-2), electronic records (SEC 270 and 275), third-party access to those records (SEC 17a-4), along with FINRA regulations (2210) FRCP and HIPPA rules.

 

Discover how organizations just like yours are using Sendside for better Lead Conversion, Channel Communications, Security & Compliance, and Customer Retention.
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