In our work with loss accessors we needed to allow the assessors to capture customer signatures and generate a mandate before leaving the site. This is a regulatory requirement that allows the loss assessors to act on behalf of the client. On their tablet the loss assessor enters the basic information required for the mandate including […]
Inforama Webforms are proving a big hit with Insurance Loss Assessors and a number of new features are making them even better. Form Events Using form events you can decide how the form behaves for the user. For example you can show and hide different rows in a panel component as below…
The Dublin Smart Business Show has started and we’re all setup. Stop by if you’re around and take a look at the very latest in mobile webform technology.
Our technology enables companies to work smarter – so we’re exhibiting at the Smart Business Show. Why not drop by and say hello. http://smartbusinessshow.com/
Lot’s of work has gone into reworking our mobile webforms recently. Based on our own new component library, the interface has been streamlined and made more consistent between views. The Loss Assessor’s project will now allow cases to be created offline. Use the new case dialog to create the case and add the webform to […]
Maybe Santa should check out our video on Personalising Emails with web form responses http://bit.ly/1sPHEOt Happy Christmas, everyone.
Click here to view
Project Data is static data that will not change in a project. For example: company name, website address, email, company registration number etc… Step One: In the project’s table, click ‘Edit Project Data’ on the left hand side. (See image above)
Accessing Mobile Cases: Background: I am working under my own Personal Inforama. I have set up a case called Jane Blogs Dublin and have assigned the case to myself. (Did this by setting up a case, adding the web form to the case and then under actions clicked ‘Assign to’). Step One:
Can be done in two ways in your personal Inforama. You can either: Set up a case (adding the form to it) before you hit the road. (or) Assign the form to yourself first and set up the case once you are out on the road