Business Transaction Documentation System and Method

摘要

A transaction documentation method includes loading a form including one or more hotspots from an indexed database of an electronic system that includes one or more scanned paper forms or imported externally-residing existing electronic forms or combinations thereof. The loaded form is displayed on a portable processor-based device. A transaction-specific form is generated by editing the loaded form during a business transaction including capturing information at a hotspot. The transaction-specific form is saved as an image, and also the information captured at the hotspot is discretely stored to a database.