FormEvo Integration

FormEvo is a legal forms application that provides a comprehensive library of over 2000 legal form templates

Our FormEvo integration with Visualfiles enables users to create and complete forms securely online (including the production and submission of SDLT forms), which can be downloaded and added to Zylpha document bundles. And, because you only ever pay for what you use, it’s an ideal solution for legal teams of all sizes.

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Benefits:

Library of 2000 legal forms
Produce & submit SDLT forms to HMRC
Create & complete forms securely online
Clients can electronically sign forms
Easy to share forms with staff & clients
Pay As You Go price plan
Integrated with Visualfiles
Cyber Essentials Plus Accreditation

Features:

Mark forms as "favourites"
Pre-code commonly used forms
Auto-fill information
Traffic-light colour coded system
Download forms & add to bundles
Full audit trail

Before installation, ensure you have an account with FormEvo and sdlt.co.uk (if required) and have setup a “Super User” within both. You will need the “Super User” login credentials from FormEvo whilst installing the product.

FormEvo is part of our Visualfiles Integration Package, which includes all Visualfiles integrations developed and maintained by Zylpha.

We add new tools to the package all the time, and as and when we do, you'll get them automatically for free.

Forms can be created in two ways:

By selecting the required form from the list of all FormEvo forms.
By pre-coding a frequently used form.

The integration is an implementation of the FormEvo and sdlt.co.uk APIs.

Credentials are managed through a Visualfiles entity (also supplied by Zylpha). This allows all credentials for all FormEvo and separately all sdlt.co.uk users to be managed through Visualfiles.

formevo and visualfiles technical overview diagram