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Webdocs Forms Management

by Fortra · Since 1982
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ActiveAvailable globallyCloud
Quick facts
VendorFortra
Year launched1982
StatusActive
Location11095 Viking Drive Suite 100 Eden Prairie, MN 55344 United States
Countries servedGlobal
Languages6
Integrations5+
Free tier
Free trialYES
Contact salesYES

About Webdocs Forms Management

Webdocs Forms Management is a document management software from Fortra that facilitates the handling and organization of forms. It provides features such as form creation, electronic signature support, and workflow management so users can efficiently manage their documentation processes. This software allows organizations to design custom forms, automate approval workflows, and collect signatures electronically, improving accuracy and speed in processing forms. Key capabilities: form builder electronic signature integration workflow automation secure document storage compliance tracking Best for: businesses and organizations that need to manage forms and documentation effectively.

Webdocs Forms Management by Fortra is a robust and versatile solution for organizations seeking to digitize and streamline their form-based processes. Unlike basic form tools, it goes beyond simple data collection by combining web-based form creation with powerful workflow automation, data validation, and system integration capabilities. Users can design forms using a low-code, drag-and-drop interface, ensuring that both technical and non-technical staff can create complex forms quickly. Once submitted, forms can be routed automatically through predefined workflows, including approvals, conditional steps, and notifications, significantly reducing manual intervention. The platform integrates with multiple back-end systems such as IBM i, SQL Server, Oracle, MySQL, and web services, allowing data to flow seamlessly into existing enterprise processes. Security and compliance are central to its design, offering role-based access, version control, audit trails, and automated archiving, making it suitable for regulated industries. Real-time field validations and conditional logic ensure accuracy while minimizing errors, and digital signature support facilitates legally binding approvals. By eliminating paper-based processes, Webdocs enhances efficiency, saves time, and reduces administrative costs.

Pros & Cons

What users like
  • +Eliminates paper-based processes, reducing errors and manual work.
  • +Speeds up business workflows through automated routing and approvals.
  • +Backend integration ensures accurate and synchronized data.
  • +Business logic prevents invalid or incomplete submissions.
  • +Electronic signatures simplify approvals and enhance security.
What users flag
  • Designing logic-rich forms may require IT or business analyst involvement.
  • Web-based forms depend on reliable internet connectivity.
  • Integrations with ERP or ECM systems may need technical configuration.
  • Audit and version tracking may increase complexity for administrators.
  • Long-term archival of large datasets may require additional storage infrastructure.

Features

Key features

Web-Based Form Capture
Converts paper forms into fillable web forms accessible in a browser.
Workflow & Routing
Automatically routes forms for approval or review within business processes.
Data Integration
Pre-populates forms from or sends data to databases, ERP, or ECM systems.
Business Logic & Validation
Includes conditional logic, field rules, and validation to ensure accurate data entry.
Digital Signature Support
Allows users to sign forms electronically before submission.

Additional features

Drag‑and‑Drop Form Designer
Build forms visually without coding.
Secure Browser Access
Forms can be accessed and submitted securely through web browsers.
Prepopulated Forms
Inject user- or system-specific data to reduce manual entry.
Audit Trail & Versioning
Tracks changes, versions, and user interactions for compliance.
Form Archival & Storage
Automatically archives submitted forms and stores data in your systems.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
6
Interface languages
6
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇨🇦CAD🇦🇺AUD

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