The wizdocs forms designer
Visually create layouts (including tabular, multi-column, and accordion layouts), then drag and drop columns and text where desired. In a matter of minutes, users can create robust and visually appealing forms.
export to sharepoint extranet
Forms may be published to a SharePoint Foundation / Enterprise extranet enabling firms to collect information from clients and counterparties. Our one-click export/import feature allows any form to be saved locally and then imported to other DealManager rooms. Practice support and IT teams can easily design forms locally, then deploy them where needed.
Add e-signature blocks to your forms in seconds. Compatible with tablets, pen entry systems, and even a mouse, our e-signature components allow users to create forms and workflows which integrate signatures.
Portions of a form (or a completely different form) can be presented to users based on their deal role, permission level, experience, or identity. This allows designers to carefully control the editing and presentation of specific fields within a record and tailor the editing and viewing experience. For example, legal assistants may have access to edit only the identification fields of a review record while attorneys may have access to all fields.
The Wizdocs Forms Designer also allows designers to present forms that are based on any data point within a record (e.g. review status, document type, value, etc.). Thus, a different form may be shown depending on a record's review progress.
spell checking & MULTILINGUAL support
Our built-in spell checker is compatible with IE 10+, Chrome, and Firefox. Multi-language support enables form development in any language where the local browser language pack is installed.
Iframe & and positional text functionality
Drag-and-drop iframes and text boxes anywhere on our forms. Integrate on-premises resources (such as intranets or DRM based documents) or third party libraries such as Practical Law or Lexis-Nexis. Use the Wizdocs Forms Designer to quickly deliver help resources where attorneys need it most.