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greenform® - eliminating paper in customer enrolment processes

greenform® is a software solution which eliminates paper in any customer enrolment process of an individual. greenform® is a product which reduces the amount of paper a business generates; it also eliminates the need to store certain documents in costly offsite storage facilities. greenform® eliminates the generation of paper files creating an electronic record. Can be tailored to your business requirements and when used in conjunction with greenbox® individuals’ identities can be verified.


  • Capture device integration – the greenform® web application can capture content from several external and internal devices.

  • Cloud – greenform’s cloud deployment is a multi-tenant application that can be white labelled and hosted in Microsoft Azure or the customer’s preferred on promise or cloud provider.

  • ID Verification – the system verifies your RSA Number and automatically populates the form

  • Form - a digital form is a computer version of a paper form. Besides eliminating the cost of printing, storing and distributing pre-printing forms, digital forms can be filled out faster as they automatically format, calculate, look up, and validate information for the user.

  • Data output – completed forms and transactions are stored in the greenform® data store or customer’s data store in a variety of formats including PDF, TIFF, PNG, JPEG, HTML, CSV, etc. Interactive dashboard included.

  • One Time Pin (OTP) – an OTP authentication enables greenform to accurately record and prove that an individual was present at the time of completing a transaction

  • Store and forward technology – greenform allows you to work offline and synchronise the transaction later

greenform® is a software solution that allows you to eliminate paper in the office by creating digital forms and automatically importing information to them. This means you can reduce stationary costs and use of costly storage facilities, as well as your carbon footprint. Efficiency within your organisation can be massively improved, thanks to greenform’s® ability to automatically import information into multiple forms, which can be electronically shared with multiple employees.

greenform® can be tailored exactly to your business, by creating custom forms that get you exactly the information that is required, and what can be automatically imported. Use in conjunction with greenbox®, this software can capture the most advanced form of data. ID photographs and digital signatures can be automatically embedded, and fingerprints can be captured for biometric identification, ensuring the security of your transactions and your customer’s information.

  • Eliminates paper forms

  • Automatic data inputs into forms

  • Scans supporting documents (FICA/RICA)

  • Customer verification (ID/Biometric)

  • Fraud prevention

  • Biometric user control

  • Operates in conjunction with greenbox®

  • Captures digital signatures

  • Captures ID photographs

  • Output PDF file replaces paper file

greenform® is a product which enables paperless transaction, therefore reduces the amount of paper a business generates; it also eliminates the need to store certain documents in costly offsite storage facilities. Eliminate the generation of paper files creating an electronic record, can be tailored to your business requirements.

greenform® monitors users logon by biometric fingerprint, creating an audit trial of user’s activity which reduces internal fraudulent transactions. It allows you to create a business rule defined form for each customer driven transaction. greenform® verifies an individual’s identity number by interrogating either your own database, or an external commercially available database.


  • Enables paperless transactions

  • Verifies an individual’s identity

  • Small desktop footprint (160mm x 350mm)

  • Reduces your carbon footprint dramatically

  • Reduces stationary and printing costs

  • Electronic records available in real-time

  • Transaction time reduced dramatically

  • USB powered

  • Eliminates the management, transport and storage of paper files

  • No photocopying required

  • Replaces a paper file with a digital record

  • ECT, FICA, RICA, NCA, CPA compatible

greenform® imports all relevant data on the individual according to your business rules for that specific transaction and allows the user to update or expand the individual’s data for that specific transaction. Scans and attaches to the transaction supporting documents, as required by certain acts (FICA/RICA) as defined by your business rules for that transaction.

greenform® embeds an ID photograph of the customer, and their digital signature into the form and terms and conditions. Will submit a PDF file of the transaction to your electronic document management system and to the customer immediately after transaction is complete. This PDF is a closed file and cannot be altered. The data required by the business process can be exported to LOB system. greenform® can also capture customer fingerprints for biometric verification, providing secure customer transaction in the future.


  • Financial services

  • Healthcare

  • Retail

  • Internal Processes

  • Supply chain

  • Telecommunications

  • Education

  • Government

To find out more, please contact us or call us on 01785 785 650 to chat to one of our experts.

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