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FormWiz – Document & Template Builder

Build intelligent forms that calculate, adapt, and generate finished documents

Key benefits

  • Automated document generation
  • Conditional and repeatable logic
  • Background calculations
  • Structured verified data

Ideal for

  • Employee onboarding
  • Banking applications
  • Asset declarations
  • Compliance documents

6 capabilities

What FormWiz includes

FormWiz turns structured answers into finished PDFs and standard documents. Build a guided data-entry flow, capture everything from basic details to verified data and participant relationships, then apply business rules that show, hide, calculate, or repeat sections as needed. Dynamic functions work silently in the background to calculate numbers, transform text, compare values, and work with dates before placing the results into the final document. It all happens without writing code, giving teams a practical way to automate contracts, applications, onboarding, compliance paperwork, and other document-heavy workflows.

Intelligent Document Generation

Capture answers, apply business logic, and generate a structured PDF or standard document from the results. One guided experience can produce a clean, printable output that is ready for the next step in your workflow.

Advanced Questions & Participants

Collect text, numbers, dates, selections, uploads, signatures, verified values, participant details, and participant relationships. Categories and panels keep complex, multi-step data collection organized.

Conditional & Repeatable Rules

Show or hide questions, repeat a set a specific number of times, continue collecting entries until a target total is reached, or repeat entries and calculate their combined value.

Background Calculations

Derive values automatically with arithmetic, text, date, comparison, and logical functions. Results can feed other functions and appear in the final document without asking the user for duplicate input.

Document Assembly

Place collected and calculated values onto a printable PDF so every answer lands in the right position. Your layout and branding stay intact while FormWiz handles the data behind the document.

Preview, Publish & Reuse

Test questions, rules, calculations, and output before publishing. Once ready, reuse the intelligent document through templates, envelopes, or template links instead of rebuilding the workflow.

How it works

How FormWiz turns answers into documents

Design the data-entry experience, add business logic and calculations, map the results to your document, then test and publish—without writing code.

  1. 1

    Design the data collection

    Add basic, verified, smart, and participant-focused questions. Group them into categories and panels so even long applications remain easy to follow.

  2. 2

    Add business rules

    Control visibility, repeat question sets by count, collect entries until a target is reached, or calculate totals across repeated sections.

  3. 3

    Configure dynamic functions

    Calculate numbers, transform text, work with dates, compare values, and apply IF/THEN logic in the background using answers or other function results.

  4. 4

    Map results to the document

    Place collected and calculated values onto the PDF so the final printable or signing document is assembled automatically.

  5. 5

    Test, publish, and reuse

    Run the full experience in test mode, confirm the logic and output, then publish it for templates, envelopes, or template links.

FAQ

Questions & answers

Practical answers about generating documents with FormWiz, collecting structured data, applying rules, and calculating output values.

No. You build forms in a visual editor with drag-and-drop fields, validations, and rules. Complex logic is configured in the UI, not in a programming language.

FormWiz collects structured answers, applies your rules and dynamic functions, and places the resulting values into a PDF or standard document based on the template you designed.

Yes. A rule can repeat a question set a fixed number of times, continue until a target total is reached, or repeat entries while automatically calculating their combined value.

Dynamic functions handle arithmetic, text transformations, dates, comparisons, and logical IF/THEN decisions. They run in the background and can place their results directly into the final document.

FormWiz supports basic fields, selections, dates, uploads, signatures, verified data, smart questions, participant details, and participant mapping. Fields can be organized into categories and panels for multi-step workflows.

Yes. Once published, the document can sit inside a template or envelope and follow the same routing and signing rules as any other file in SignPaperless.

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