Despite the short passage of time, we are delighted to confirm that the next phase of this exciting and highly efficient functionality is now available in Viewpoint Connect 8. Also available is a working sample showcasing how easily BVI Economic Substance data collection and loading to Viewpoint can be.
The functionality includes the ability to generate virtually any form or questionnaire in a PDF XFA format, email the forms to the client direct from Viewpoint, drag & drop the completed form into a Connect workflow and the completed data be automatically extracted and imported perfectly to each respective workflow field.
The scope of use is as wide as your imagination. If you would like to have a demonstration of how powerful yet easy to use the functionality is, please click here to access the details of your local Viewpoint representative.