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Tuesday, January 6, 2009 
Credit Application
 

Automation

Any webform defined within ActiveWIT is available to customers or employees.  ActiveWIT webforms may contain html layout, javascript for processing and css for appearance.

Process 

Select as many webforms as needed to support an application.  Each webform provides a unique link that launches that webform.  When a webform link is placed on a webpage or sent through email, user selection activates the webform and presents the login page. Once logged in, the user may work with webforms, history and attachments.  If the user has not previously registered, the user must register an account from the login page. 

In addition to requiring login, optional settings allow anonymous submission of webforms, but this feature does not allow attachment selection or history viewing.

The end user inbox brands according to account specifications.

In addition to the end user inbox, there is also an administrative inbox with more features that are used by you or your employees to manage webform submissions.


Webform

Define the webform with the look and feel that's necessary to support that form's intent.  For instance, the following Credit Application requires the need to record customer information and creditors.  Any webform may contain any number of pages, and there may be any number of webforms for a specific application.

Inbox Task

Inbox Task

The end user inbox allows for a consolidated mechanism to serve webforms, attach documents and track an application's history. 

Inbox Task

Attachments

A document managment interface provides features to check out documents, attach new documents and provide source documents each time a work item is activated. 

Source Documents

History

Users may view history anytime. The content provides current status as well as history of all tasks and activities since the item started.

Source Documents