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Workflow forms

Reduce paper forms

Any paper docket and form in your business can be replaced with an electronic version, tailored to your chosen layout. Labour-intensive processes such as requesting a new supplier or receiving sign-off for specific requests can be reduced to a series of defined steps, making lengthy emails, printouts and hard copies a thing of the past.

Flexible form types

Using flexible layout tools, tabs, menus and labels, we will create a form to your exact specification - or train you to create your own. Forms can consist of multiple pages, be linked together, and enforce the collection of mandatory data if required. A number of forms are provided as standard with the module, including the ability to create and edit a supplier record. This enables users to instigate the process online, subject to a tight approval process.

Digital forms prompt your staff for exactly the information you need tracked, monitored and stored. The workflow system will insist that mandatory fields are completed and will validate data that has to meet certain criteria or add up.

A single form can comprise multiple pages. The information is presented and displayed in the format you choose and with the styling necessary for your business. Tabbed pages, drop-down menus, numerical fields, date fields, data grids, and notes can all be labelled with the terminology that makes sense to you.

Further information:

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