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• Posted Oct. 11, 2013, 9:07 a.m. - 11 years ago

Design Engineers use Infix to speed-up form-filling

I own a small business which is in a constantly changing marketplace. We are design engineers and professional A/V integrators endeavoring to staying abreast of the latest A/V technology. To accomplish that goal, we are required to interact with hundreds of vendors and manufacturers. Often a manufacturer will change their dealer terms and/or agreement, require an updated credit form, require a special form to be filled out to enable a drop shipment of equipment, or credit card or a spiff form completed, et cetera. This is but a small sample listing of the forms required to be filled out, which are sent to us on a regular basis. In general, they include many text fields and numerical fields to be completed on each page – additionally, some requiring photos, signatures, et cetera.

Numerous forms we receive are old and have absolutely no interactive or editing capability. Sometimes we receive documents via mail which need to be completed – the ultimate hassle. One method, often utilized by us, is to import the emailed PDF document, or scan, into a CAD application – importing a file for each page, one page at a time. Next we add a transparent layer above the incomplete form and proceed to create text fields for each entry field required. When the need for a signature arises, we import a signature – previously created with a freehand graphics application, into the transparent CAD layer. Once that action is completed, we convert the layers to a single PDF document for each page, on a one-by-one basis. Definitely a very slow procedure… to the point where we wait until the last possible moment before we actually complete the tedious process.

And then tax season arrives… where all the documents from the accountant – which require editing, field completion and signatures – are old PDFs (we believe the accounting firm recently learned email!)

This process leaves CAD documents for each form, which now require coordinated… Ugh!

After learning about Infix, we felt like we had been missing out on one of the greatest efficiency-based applications ever created. What a time saver it would be to directly edit and complete all the PDFs we receive; and simple email them back to sender. WOW, excellent! What a revelation!

– R.Rosati

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