Online forms and interactive documents

Seamlessly integrated. Purposefully extended.

INVARIS takes care of the step in which documents are created: online forms for citizens and customers, guided creation of letters, official notices and contracts, central templates and output as PDF/UA, email or print. Your case management and process solution stays exactly as it is.

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A clear division of tasks

Your platformDMS, ECM or business application
  • Electronic files
  • Process control
  • Archiving
  • Permissions and compliance
  • Familiar user interface
INVARISthe document step
  • Online forms
  • Letters, notices and contracts
  • Templates and text modules
  • Omnichannel output
    e.g. PDF/UA, email, print

INVARIS replaces nothing. It adds the step in which documents are created.

1Use case · Online form

From online form to finished document in the file

One and the same document passes through every stage: it is pre-filled with data from the case, edited in the layout, completed by the customer on a smartphone and output as a PDF. The entries are then available as data for further digital processing. The online form itself is accessible, as required by public authorities.

    customer_4711.xmlpre-filled
    DATA
    • Name
      John Smith
    • Policy number
      CAR-2026-4711
    • Email
      john@sample.com
    RETURNED FROM THE FORM
    • Date of loss
      12/10/2026empty
    • Place of loss
      Eisenstadtempty
    • IBAN
      AT61 1904 3002 3457 3201empty
    BIU+ FieldRuleConditionRole: case worker
    Motor claim report
    Online form · draft in WYSIWYG mode
    John Smith
    CAR-2026-4711
    john@sample.com
    DD/MM/YYYY12/10/2026
    Enter placeEisenstadt
    AT__ ____ ____ ____ ____
    YesNo
    If “Yes”: injured persons and medical report upload appear dynamically
    9:415G
    Motor claim reportStep 2 of 3 · Details of the loss
    John Smith
    CAR-2026-4711
    12/10/2026
    Eisenstadt
    AT61 1904 3002 345AT61 1904 3002 3457 3201
    IBAN incomplete – please check
    Tip: your IBAN is on your bank card.
    YesNo
    Claim submitted
    Submit

    Motor claim report

    The same document, now complete

    NameJohn Smith
    Policy numberCAR-2026-4711
    Emailjohn@sample.com
    Date of loss12/10/2026
    Place of lossEisenstadt
    IBANAT61 1904 3002 3457 3201
    Personal injuryNo
    Sample Insurance LtdPage 1 of 1
    PDFMotor claim report
    Customer portalStatus & documents
    Emailwith PDF attached
    PDF-Downloadaccessible to PDF/UA
    XML dataData source
    →To the customerConfirmation as PDF
    ←Back into the XMLfor further digital processing
    Data from the core system – pre-filled
    Pre-filling · rights & roles · dynamic fields
    Responsive on any device · hints · error messages · guided input
    Data back to the business application for further processing
    Pre-filled from XML Designed by the case worker Entered by the customer
    1. 1Pre-filled documentData from the case fills the form.
    2. 2Edited in the layoutThe case worker adds details and defines which fields the customer can no longer change.
    3. 3Completed on mobileThe customer completes the same document in a view that suits them and their device.
    4. 4Output as PDFThe complete document becomes the confirmation for portal, email or download.
    5. 5Further digital processingAll entries from the document go back into the XML and are ready for further processing.
    2Use case · Contracts and notices

    Letters, notices and contracts, created step by step

    Case workers start the letter directly from the case. The document is created rule-based with the data from the electronic file. Dialog and WYSIWYG mode are two views of the same document: in the dialog, missing details are captured compactly; in WYSIWYG mode, text is personalised or reviewed as needed. Both are optional and can be freely combined.

    Lifecycle of an INVARIS document
    1. 1E-file dataThe data for the document comes directly from the electronic file.
    2. 2Document preparationThe data determines which texts are shown or hidden.
    3. 3Dialog modeoptionalIf data is missing, all input fields are captured compactly in dialogs, without paging through the document.
    4. 4WYSIWYG modeoptionalPersonalise or review texts. The view always matches the final document.
    5. 5Output documentIn the required format for approval, signature, distribution and archiving.
    One technology

    One document, many forms

    One tool and the same templates produce every type of document. The document adapts to whatever it is needed for.

    single

    On demand

    Documents on request, directly from case processing.

    in series

    Batch

    Large volumes for print and dispatch, for example annual statements.

    personal

    Individual letters

    Letters, notices and contracts, created rule-based and individually adapted as needed.

    online

    Online form

    Responsive forms with pre-filling, validation rules and PDF confirmation.

    How INVARIS worksINVARIS OutputManagement
    Template management

    Business departments maintain their own templates

    Texts change more often than processes. That is why we bring business departments directly into the editorial process, without a detour via IT.

    Business departments in the editorial process

    Business departments maintain texts, modules and language variants themselves.

    No Code

    All INVARIS documents are created without programming.

    No redundancies

    Reusable modules: maintained once, used in every template.

    Central resource management

    All resources are managed centrally. Always traceable: who changed and approved what, and when.

    LayoutLogosLogicData populationText modulesGraphicsData mapping
    INVARIS DesignerINVARIS ResourceManager
    Integration

    Start and finish are in your system

    The case starts in your case management or process solution, INVARIS creates the form or letter, and the finished document returns to the file with metadata.

    StartCase in the fileUsers work in their system as usual.
    INVARIS · seamlessCreation and editing in the systemDocument creation and editing are embedded directly in the DMS, ECM or business application. No switching between applications.
    FinishDocument with metadata in the fileArchive, permissions and compliance remain in the leading system.

    One system for users

    No system switch and no second login. INVARIS is embedded in the user interface via iFrame.

    Open interfaces

    Connection via REST in both directions.

    Loosely coupled

    No intervention in the core of the leading system. Updates remain independent.

    Flexible operation

    On-premises, hybrid or cloud, matching the existing installation.

    Seamless integration into your system landscape

    Online forms can be embedded directly in business applications, portals and CRM systems: browser-based, with no client installation. Entries flow directly into the case in the leading system.

    Business applicationsPortalsCRM systemsWebsite
    Output management for ECM systemsPartner
    Areas of application

    Where it helps in everyday work

    Public administration

    Accessible online applications, resulting in accessible notices.

    View industry →

    Healthcare

    Benefit applications and correspondence with insured persons.

    View industry →

    Financial services

    Contract changes and claim reports.

    View industry →

    Private sector

    Onboarding and HR documents.

    View industry →
    Software from EuropeISO 27001TISAXAccessible online formsAccessible PDFs to PDF/UAAuditable
    In practice

    In use at companies and institutions

    260 mpages per yearPostFinance 500,000+HR documents per yearBMW Group 180forms in 6 monthsÄrzteversorgung Niedersachsen 5 instead of 30minutes per campaignFrankfurter Sparkasse
    All references
    Live demo

    Best seen live

    In 60 minutes, we show both use cases integrated and end to end – on request using an example from your own work.

    Request a demoor call: +43 (2682) 64 000
    How it works
    1. 1
      Get in touchBy email or phone, ideally with your topic or a sample document.
    2. 2
      Find a dateWe suggest suitable dates.
    3. 3
      60 minutes liveOnline and end to end, with time for your questions.
    Your sales teamsales@invaris.com