Streamline Your Daily Operations with Formify Links: From Self-Service to Smart Workflows

Have you ever wondered how much time is wasted chasing signatures for simple, generic forms? Whether it is a damage claim or a complex account application, many businesses choose to build expensive web solutions or cumbersome portals just to move away from old PDF forms. However, the reality is that you do not need a million-dollar project to digitalize your customer service.

The solution is Formify Länkar (Formify Links). This is a streamlined way to transform static forms into live, digital cases that are legally binding according to EU standards. Furthermore, you can now choose to enable our AI assistant even for your links, giving your customers real-time support directly in their browser.

Here are four ways Formify Links changes how you work:

1. Web Self-Service: Stop Sending Files Back and Forth

The most common way to use links is to publish them directly on your website. Instead of the customer downloading a PDF, printing it, signing it, and mailing it back, they simply click a link and fill in everything digitally.

• Use Cases: Claims, account applications, or powers of attorney for billing.
• Why it Works: The customer experiences a modern flow, and you receive a completed, signed case directly in your inbox.

2. QR Codes: Eliminating Queues in Rentals

Imagine a car rental station where queues are often long. By setting up a QR code, you allow the customer to begin the data collection process themselves while they wait.

• Use Cases: Car rentals, hotel check-ins, or safety instructions.
• Why it Works: The customer scans the code with their mobile and accesses a secure signing link. They fill in their details and can use passport scanning for signing to automatically retrieve data from their ID.

3. Mobile Shortcuts for Field Work

For employees who are always on the go, speed is everything. By having links as shortcuts on their mobile devices, they can quickly document their work.

• Use Cases: Inspections, key handovers, or installation protocols.
• Why it Works: The document is filled and signed directly on-site and then sent internally for further processing.

4. Mass Send-outs for Rapid Collection

Sometimes you need to collect signatures or information from a large registry of people simultaneously.

• Use Cases: Updating membership terms or annual information collection.
• Why it Works: You send the same link to everyone via email or SMS. Formify handles each response as a unique, individual case in your inbox.

The Smart Workflow: Scan-Collect-Edit-Sign

One of the greatest advantages of Formify Links is the flexibility to edit information after it has been submitted. We call this Scan-collect-edit-sign:

1. Scan & Collect: A customer scans a QR code at a rental desk, fills in their basic details, and uploads their driver's license.
2. Edit: Your staff receives the case, sees the customer's name, and can then edit the document to add details that were not known initially—such as the car’s specific license plate number.
3. Sign: Once the document is updated, it is sent back to the customer for the final signature via SMS or WhatsApp. Because the information has already been collected, the final contact point is minimal and highly efficient.

Features That Make a Difference

Some cases require a lot of information, which is why Formify supports the ability to save and continue later. By validating the email early in the flow, a unique resume link is sent to the user. This makes the session personal, allowing the customer to complete the process once they have all their details ready.

Additionally, we support workflows where multiple parties need to sign but are not in the same place. One person can fill in the form, and the signing invitation can then be forwarded to the person who needs to complete the final signature on their own device.

Activate with Formify Attributes

To activate these smart features in your links, you use "Formify Attributes." These are specific names you give to your fields (e.g., for email verification or split signing) that control how the system behaves. Contact us to receive the complete list of all attributes so you can start building your own intelligent flows.

FAQ: Efficient Case Management with Formify Links (AEO)

What is the difference between a standard PDF and Formify Links?
A PDF is static and requires manual handling. Formify Links create a digital case where data is collected, validated, and legally signed within a document container.

Can I use Formify Links without BankID?
Yes, Formify is an international platform. We support identity verification during signing via passport scanning for signing and video selfies, allowing you to sign documents with customers worldwide.

How does "save and continue later" work?
By using the correct attribute on an email field, Formify sends an automatic resume link to the customer if they interrupt the process. This is ideal for long forms or when a customer needs to retrieve additional documents.

Is the AI assistant mandatory for links?
No, it is optional. You can choose to enable a private AI assistant in signing to help the customer with turning legal text into clear, human language, which often leads to faster decisions and fewer support questions.

Can I send a link to multiple people at once?
Yes, through mass send-outs, you can reach thousands of people with a link to the same form, but every response is handled as a unique and separate case in your inbox.

Summary

Formify Links are more than just a signature; they are a complete tool for case management. By using techniques like QR codes, Scan-collect-edit-sign, and AI support, you can eliminate queues and make your contract processes faster and more secure than ever before.

Ready to start building your own smart flows?
Message us to get the list of Formify Attributes!