HomeGuidesAPILog In

SmartIQ Overview

SmartIQ is an elegant process improvement system that combines the power of intelligent document generation, smart web forms, and line-of-business integration to deliver significant business value to enterprises and governments worldwide.

SmartIQ creates significant business advantage through the automation of document-centric business processes. By leveraging existing investment in document management and information assets, assisting organizations to drive down operational costs, deliver increased efficiency, reduce compliance risk and improve the user experience.


SmartIQ has the following components:

  • Design
  • Manage
  • Produce (web) and Offline Apps
  • Scheduler

SmartIQ administrators with permission to design forms and document generation projects will be provided access to the SmartIQ. Design tool from within the SmartIQ Manage web app. Design provides an intuitive drag-and-drop style GUI for constructing smart web forms, map data sources and document generation outputs as well as define workflow rules and other business logic.

Manage is the administrator portal for SmartIQ , providing authorized administrators with tools to manage and publish forms, users, system configuration, document templates and other content for use by end users. Administrators can also set up resources for use in forms and document generation projects, such as connections to external data sources, and update configuration for the SmartIQ environment.

Produce is the primary web app for end users to access SmartIQ forms, document templates, and other content. It also provides an end-point for accessing the SmartIQ Web Services for automating back-end processes such as document generation.

Produce incorporates the SmartIQ Workflow module, allowing forms to be assigned to multiple users as part of a business process and SmartIQ dashboards, allowing designers to customize the look and feel of Produce main page, displaying relevant information based on user's roles.

Offline Apps
SmartIQ Offline Apps are the native mobile device, offline ready version of Produce. Designed to run forms offline on a range of operating systems including Windows, Android, and iOS. It allows end users to take forms with them on the go, running in both online and offline modes.