GlobalForms®

Improve Business Flexibility with Workflow Driven eForms

Extend document automation effortlessly with web forms that eliminate inefficient paper-based processes.

Watch GlobalForms in Action!

Features & Benefits

Any organization can create company-specific web forms that gather only the relevant data needed, eliminating manual data entry, improving the quality of captured information, and allowing for real-time engagement with your audience.


User Friendly Designer

With its web-based platform, simply drag and drop form field elements (text boxes, drop downs, images etc.) on to the design page for easy form creation.

Create Custom Layouts

Build rules and logic into forms that dynamically change the layout based on selections made, ensuring required data has been provided before form submission.

Automatic Data Entry

Database connectors enable fields to be auto-filled based on a key piece of data, allowing database transactions to be updated when a form is submitted.

Document Routing

PDF documents can be indexed to an ECM platform, automatically routing for approval, notifying users of required action and saved for future reference.

Common Uses

  • Expense Reports
  • Human Resources Onboarding
  • Mortgage & Loan Applications
  • Patient Registration
  • Purchase Orders/Sales Orders
  • Questionnaires/Feedback Forms
  • Student Enrollment
  • Time Sheets/PTO Requests

How it Works

  • Design a Form

    Quickly and easily create custom web forms through a highly intuitive drag and drop web platform with a user friendly look and feel. With decorators and test views, forms are easily formatted within desktops, tablets and smartphones.

  • Grab the Data

    When a form is submitted, collected data can be automatically repopulated onto other forms, streamlining the entry of repetitive information. Data will populate onto any PDF document without the need for an Adobe® license.

  • Create a Workflow

    Once the data is captured users can easily create and define custom workflows with automated commands for routing form field data for further actions. This includes sending email notifications and circulating for approval.

  • Download the GlobalForms Brochure
Featured Case Study:

Grocery Franchise Saves Money and Improves Onboarding with GlobalSearch

The Kenny Family ShopRites of Delaware has recently opened their largest store to date, hiring over 200 employees. By implementing Square 9’s GlobalSearch Suite of solutions the franchise was able to store 30,000 documents, completely eliminate their basement storage unit and streamline all paper-intensive processes to make their latest ShopRite opening their most efficient yet.