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Data Capture and Workflow...

Capture. Organize. Automate. Integrate.
In a Meeting

Advanced Data Capture And Workflow 

Workflow Automation Improves Productivity, Efficiency, and Customer Experience

Conner Business Solutions provides cloud document management solutions and workflow automation software that enables you to digitize, secure and work with business documents, then optimize the processes that power the core of your business.

By removing wasted time and uncertainty from your processes, your team is free to focus on the work that drives productivity and profit.

Featured Solutions


Our Services and Product Options

Capture data, signatures, images, voice or video. Advanced tracking and workflow processing. Print labels with barcodes for folders, boxes, assets, tools and more. Manage paper and electronic files in one location. Process your eforms data from anywhere and then share or link that data with your other business critical applications. eForms & More can provide affordable automated business process improvement when your eforms and data need to do more. Preconfigured Vertical Market Applications Available.


K-12 Elementary & Secondary Education

Form Processing & Records Management As-A-Service


Why spend valuable Administrative, Faculty and Staff time managing your school's forms, eform campaigns, electronic records and paper records?

Outsource a solution guaranteed to save you money and take your

Student Services to the next grade level.


We can securely manage all your forms, documents, records and workflow automation at a fraction of your current costs while improving your schools overall efficiency image.

Test Our Mobile-Friendly Forms

Everything You Need

Machine Learning

Index invoices automatically using state-of-the-art Machine Learning technology


Enhanced security gives you peace of mind and the freedom to grow without worry


Approve invoices more efficiently using workflow automation

Cloud Access

Access DocMgt on virtually any internet-enabled device from any location


Get instant feedback on performance using enhanced reports and charts

Customize Your Process

Customize the system to fit your individual process requirements


Work seamlessly with people inside and outside of your organization

Cloud or Premise

Let us host in the cloud or host it in your own infrastructure


How It Works

Within 10 days we can have your business organized and help you manage all your electronic forms, digital records and paper files at a fraction of your current costs. 


Step One

Through a quick interview process, we will determine which preconfigured record types, forms, form campaigns and workflow modules will have the most immediate impact on your business. As we walk-thru how we are solving problems for other users will quickly see which modules and processes will work best for you..  Immediately start saving time and money while properly managing ALL your records.


Step Two

Together, we will evaluate your current applications, labor and equipment resources to determine which professional services may be needed, if any, to help your teams spend more time on daily business activities and less time on forms, data capture, records management and reporting.


Step Three

Start saving time and realizing the efficiency of automating your data capture and document workflow. 

Key Features


Print Barcoded, Color-Coded & RFID Labels with ease, to suit any workflow.

100% Browser Based

There’s no software to download and install. Everything is accessible from the cloud with an internet connected device using any modern browser — including mobile devices.

Workflow Processing

Quickly improve any business process for field service, front office, back office, warehouse, and others. eForms can be automatically routed for any additional processing, approvals, billing, follow-up, emailing and data capture.

On Boarding

Our pre-configured On-Boarding solutions for new Clients, Patients, Employees, Vendors or Students allows you to easily capture and share private information through the secure portal.


Track and manage all completed eForms and data in one easy to search, totally secure database.

Email & Text Notifications

Automatically send emails and texts  to customers, administrators, employees, vendors, faculty, staff and students. Send reminders and notifications that documents are due.


Automatically save or copy completed eForms, attachments and related data to your Local Server, OneDrive or Dropbox directory. All data can be downloaded and imported into legacy systems through standard data formats.


Your subscription comes with access to our library of FREE eForms and labels that can be customized to suit any business.

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