Payslips & Tax Returns - Need to store your earnings information for the required nine years in case of a tax audit? Store it in FormsBox!
Insurance Proof - Take photos of your valuables using your mobile and instantly upload it to FormsBox inside your personal Insurance folder.
Employment Contracts & Reviews - Upload it and sign it online using FormsBox, then return it to the sender as needed.
Rental Agreements - Store your rental agreements and inspection reports, then share with new agencies when required.
Warranty Details - Simply take a photo of a warranty card and purchase receipt and upload it to your Warranties folder, then assign an expiry date to get instantly notified when the warranty is about to expire.
Fuel Receipts - Need to file an annual claim for travel expenses? Simply upload it to FormsBox, then consolidate when required.
Expense Claims - Travelling? Take pictures using your mobile device and instantly upload to FormsBox. Print, Download or Send for approval as required.
Small Business - Need to store and distribute product brochures and quotes without the hassle of setting up and maintaining a website? Upload it to the FormsBox library and send to customers as required. Receive back signed quotes then issue and send an invoice. Organize customers using Folders and track quote expiry using reminders.
Bulk Distribution - Forget about sending bulk emails only to have it end up in Junk folders, perform bulk mail-merge using our Bulk Processing service and submit precompleted forms using data from a .CSV file.
Travelling? - Upload copies of key documents including passport copies, travel visas, vaccinations and insurance proof to FormsBox and access it from any device should you loose or misplace it.
Mobile? - Received a document attachment via mobile that you need to store someplace safe? Simply forward the e-mail attachment to submissions@formsbox.com and we'll place it securely into your Home folder - automatically!
No Internet? - No problem - FormsBox can be used on any mobile device with either a wi-fi or mobile connection (data charges may apply)
Public Library - Store multiple versions of product disclosure and brochures in any language in our Public Library.
Memos - Attach voice and video memos to forms; ideal for contracts and agreements. Annotate and comment on documents online.
Archive - Archive documents for life.
Digitize - Use a bulk document digitization service to scan historical documents and bulk upload to FormsBox for long-term storage and retrieval as required.
Need a template? - The FormsBox Public Library contains hundreds of templates that you can customize or send for completion as-is.
Safe & Secure - FormsBox runs in the Microsoft Azure cloud and uses state of the art security. Additionally, users can choose to password protect each individual document for additional protection.
Microsoft Dynamics AX - FormsBox fully integrates with Microsoft Dynamics AX 7 self-service and document attachments as an ISV module.

What is FormsBox?

FormsBox provides an online forms management, sharing and long-term archiving solution for individuals and business.

This means you can store your important documents and application forms online, share these documents with others, and also complete PDF forms online without the need to download, complete, scan and return to sender.

Never lose or misplace an important document, application form or legal agreement again! Access your forms online, wherever you are! Complete forms sent to you by 3rd parties instantly and securely online, while retaining a copy for your future reference.

FormsBox works on most internet browsers, mobile phones and tablets - and for most users, using FormsBox is completely free! Companies can now share and distribute application forms to their customers without requiring them to pay for the service. Allow customers to complete application forms online, in their language, and sign it online without the need to download, scan, complete and re-send!

Store important forms in FormsBox by simply forwarding an e-mail attachment to submissions@formsbox.com and we'll place it securely into your personal folder - automatically!


What types of documents can I store in FormsBox?

FormsBox supports Adobe PDF, JPG, PNG, DOC & DOCX files. All files are automatically converted to PDF when uploaded. Additionally, audio and video memos can be attached to all uploaded forms. For business users, FormsBox further supports mass document distribution via our offline CSV batch processing facility.


Is there any size limitations on the forms I can upload?

When using the browser interface the current size limit is 20MB, and for email attachments the limit is 10MB.


Can we use the Public Library for internal-use only forms?

Business Account holders can upload internal-use only forms into the Public Library by marking the form as non-public during the upload process. This will ensure that the form can only be accessed by users assigned to this particular business account and not the general public.


Is there a limit to the number of users that can be linked to a Business Account?

There is no fixed limit; However, in some cases multiple business accounts can be created to simplify the segregration of individual divisions or business units, and allocate each their own administrative dashboard for reporting purposes.


What happens when I close my account?

When you close your account we remove all your account registration as well as all copies of your forms. If you close your business account, we will retain the documents and user accounts of your users until they choose to close their accounts.


How secure is FormsBox?

FormsBox has been built on state of the art technology from Microsoft including Azure. The only personal information we retain is your sign-up email account. When you purchase storage we redirect you to the PayPal website and we do not store any credit card information anywhere in FormsBox. Documents you upload are not stored in the same data store as your account information, and can additionally be password-protected using a key that you choose, providing an additional layer of security on top of your sign-in password.


Can we host a branded version of FormsBox for business use?

Yes. The platform can be licensed for self-hosting on Azure.


Can we link from our website to the FormsBox site?

Yes. You are free to link to our site, use our integration API, and use our logo.




Organize all your important documents neatly in custom folders. Click to view and annotate or share easily with third parties.
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No limitations on how many forms you need to store. PDF, Word and common image formats are all supported. Upload from your browser, mobile device or simply forward via an email attachment.


Edit, annotate and attach voice memos to your documents.
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Download, print, digitally sign and return to the sender.

Attach sticky notes, embed images and complete forms online using your computer or mobile device.
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Archive your forms and documents and set expiry reminders.

Getting started is easy, simply ZIP all your documents and upload the archive. We'll extract it and organize it in your home folder.
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Use QR Codes to refer people to specific forms for review and/or completion.
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Business users can design new forms online using drag and drop without requiring Adobe Acrobat.
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Batch-complete and distribute forms by uploading a CSV data file.
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Create multiple custom email templates for bulk distribution with mail-merge.
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Receive back completed forms for review.
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Pass or Reject completed forms with notes and return for correction.
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Full workflow ensures rejected forms are routed back to users for correction.
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Our library contains over 400 pre-designed document templates for instant use.
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There are many more features, so why not sign up for free and take a tour?




Fully integrated into Dynamics AX as an ISV module. Requires no implementation or data migration - just a simple install.
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Seamless integration into Employee Self Service and HRM document attachments.

Employees have instant access to their personal documents such as certificates and contracts.
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Allow employees to view and then attach their important work-related documents into their AX HRM profile.

Send internal documents to employees to complete, sign and return.
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Store personal documents as attachments on the worker profile, such as payslips and tax certificates.

Full workflow ensures forms are properly completed.
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Review a form or reject for completion with notes.

Select from hundreds of predefined document templates and send to workers for completion and signing.
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Dozens of form categories, in multiple languages and region-specific, or upload your own company documents to maintain a central repository.

FormsBox detects internal document fields, allowing easy guided completion in AX.
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Digitally sign a form and return to sender using mouse or pen.
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Mail-merge and mass distribution is easy using the Batch Processing option with a pre-populated CSV file.
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Use QR Codes to refer people to specific forms for view and/or completion.
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Dynamics AX adminstrators can design new forms online using drag and drop without requiring Adobe Acrobat.
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FATCA The Foreign Account Tax Compliance Act (FATCA) is a 2010 United States federal law to enforce the requirement for United States persons including those living outside the U.S. to file yearly reports on their non-U.S. financial accounts to the U.S Inland Revenue Service via domestic tax authorities.

CRS Tax Compliance (Common Reporting Standards, CRS). The Common Reporting Standard (CRS), developed in response to the G20 request and approved by the OECD Council on 15 July 2014, calls on jurisdictions to obtain information from their financial institutions and automatically exchange that information with other jurisdictions on an annual basis. It sets out the financial account information to be exchanged, the financial institutions required to report, the different types of accounts and taxpayers covered, as well as common due diligence procedures to be followed by financial institutions.





Personal Account

  • Cloud-based (Azure)
  • Upload Forms
  • Convert Word to PDF
  • Convert Images to PDF
  • Edit & Annotate Forms
  • Print, Download Forms
  • Share Forms via Email
  • Form Templates
  • Desktop and Mobile
  • Form Expiry Reminders
  • Password-protect Forms
  • Track Form Completion
  • Multiple User Support
  • Analytics Dashboard
  • Upload Forms to Library
  • Integration API
  • Batch Form Processing
  • Batch Form Distribution
  • Dynamics AX 7
  • Price: Free

Business Account

  • Cloud-based (Azure)
  • Upload Forms
  • Convert Word to PDF
  • Convert Images to PDF
  • Design, Edit, Annotate Forms
  • Print, Download Forms
  • Send for Completion
  • Form Templates
  • Desktop and Mobile
  • Form Expiry Reminders
  • Password-protect Forms
  • Track Form Completion
  • Multiple User Support
  • Analytics Dashboard
  • Upload Forms to Library
  • Integration API
  • Batch Form Processing
  • Batch Form Distribution
  • Dynamics AX 7
  • Price: US$30.00/User

Platform

  • Self-Hosted (Azure)
  • Upload Forms
  • Convert Word to PDF
  • Convert Images to PDF
  • Design, Edit, Annotate Forms
  • Print, Download Forms
  • Send for Completion
  • Form Templates
  • Desktop and Mobile
  • Form Expiry Reminders
  • Password-protect Forms
  • Track Form Completion
  • Multiple User Support
  • Analytics Dashboard
  • Upload Forms to Library
  • Integration API
  • Batch Form Processing
  • Batch Form Distribution
  • Dynamics AX 7
  • Price: Contact Us

Technology Platform

FormsBox has been built using the following technology components:

  • ASP.NET 4.5 (C#)
  • SQL Server
  • Microsoft Azure
  • Microsoft Dynamics AX 7

FormsBox offers a massively scalable cloud-based solution taking full advantage of key Microsoft Azure facilities such as Blob Storage. FormsBox can be used as-is, or licensed for customization and local hosting. Contact us for pricing and further information.


FormsBox features three levels of security: A private account with hashed password, individual passwords can be assigned per form, and each form is stored in it's own container outside of the main database.