Solution: Ethics & Compliance Officer Forms

Collecting PDF compliance forms into a database and sending notification is easy to set up with a FormRouter account. In addition, file attachments and entire forms can be captured into your database for archiving and monitoring.


Step 1: Build a PDF form

Once a document is converted into a PDF, it then can be edited in Adobe® Acrobat Professional. FormRouter provides live Internet based instruction and written documentation with every account to get you up to speed.

Step 2: Build a PDF Form Template
The PDF Form Template is an ordinary PDF form. Text posted from your online form will merge into the fields in your PDF Template File.

Data is merged where field names match. Example: if you have a field in your online form called “FirstName” and a field in your PDF Template called “FirstName” then the data will be merged.

Step 3: Build a PDF E-mail Alert
Included in every FormRouter account is an alert builder. One of the alerts offered is a "PDF E-mail Alert".

The PDF E-mail Alert provides an interface to upload a PDF Form Template. It also allows you to configure PDF attachment options.

Step 4: Link the form to Websites, E-mails
After a form is built in your FormRouter account a link is automatically generated. Links to forms can be cut and pasted into E-mails or Websites.

Step 5: Capture responses to a database automatically
FormRouter’s client tool can automatically write online form responses securely into a database.

Step 6: Easy review and monitoring
Open forms and file attachments from your database for review and reporting. FormRouter offers a simple tool to extract forms and file attachments from from Microsoft® Access® databases.

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