Businesses need information from their internal users, external customers and suppliers all the time and it is highly likely this will include personal or sensitive data.
It is definitely not appropriate to ask users to share this information over email, but we know that is still common practice for many organisations. Email is not secure, so you’re risking compliance, plus there is no guarantee of delivery. Email cannot support large files either.
Online forms provide a secure, customisable mechanism for your customers, suppliers and internal users to submit information to your business. It is a popular feature of Managed File Transfer systems and can capture any type of information or file size. Fields can also be configured to trigger onward business processes or integrate with internal systems.
To demonstrate the versatility and functionality of secure online forms with automation, let’s look at a use case from the motor insurance industry.
A customer is involved in a collision and needs to claim on their insurance. Using the secure online form, they enter the information required: Policy number, personal details, vehicle information, details of the collision and images of the damage.
Once the data has been received, a number of tasks need to happen to progress the claim.
This is where the technology really comes into its own. Automated actions sitting behind the secure online form, can execute many of these tasks and you can find out more in this video.
Examples of automated workflows
Once the user submits the form, it can trigger a range of automated workflows, such as: