Replacing outdated paper forms and spreadsheets with feature-rich electronic forms is an essential first step toward digital transformation.
Our low-code electronic forms software enables you to build rich, dynamic web forms in a drag-and-drop interface.
Other platform features include real-time data validation, user authentication, automated workflows, notifications, dashboards, and audit trails for regulatory compliance.
Our professional services team are here to make your implementation as smooth as possible.
Although the eForms software is a low-code application, our teams create the web forms, workflows, and interfaces for most clients as they lack the internal resources or desire to build the solution themselves. Typically, we will conduct a ‘discovery phase’ to gather requirements before building a fully operational, bespoke solution for you.
Whether you prefer to build the system internally or need our professional services team to deliver a customised solution, we can help you digitalise paper forms and automate manual tasks in a few weeks.
Accurate data capture
Create rich, interactive electronic forms in an intuitive form builder to gather and display information. No coding knowledge is required.
Simply drag and drop controls (e.g., input boxes, checkboxes, date/time pickers, sliders, ratings, dropdown lists, radio buttons and switches) onto the page. Users can show/hide and protect/unprotect fields or entire sections as well as make them mandatory/optional or empty/pre-populated.
For end-users, invalid form fields are automatically highlighted for correction with data validated on input or form submission – even against external data sources.
Eliminate spreadsheets and manual routing by creating electronic forms and user interfaces using easy-to-use tools.
Show or hide form sections, lock fields, pre-fill data and set mandatory fields, all based on conditional rules.
Highlight invalid fields and automatically validate data on input/submission to ensure approvers have the correct information to make their decisions.
Take advantage of workflow automation capabilities to route completed forms through approval, rejection, clarification and review workflows.
Show data such as costs and budgets as well as KPIs, statistics, and trends.
Automatic multi-lingual translation of forms and user interfaces.
All figures are shown in your local currency and global currency.
Create consistent and re-useable form templates to comply with corporate policy.
Add attachments of any format (XLS, JPG, DOC etc.) to support the form submission.
Printable PDF generation of the complete form, including attachments.
Users can save partially completed forms and submit them later when further information is available.
Once a form has been submitted, the form will be locked down with users no longer able to edit or modify the data.
Show the estimated approval steps once a form has been submitted.
Enable authorised users to add time-stamped notes to a form. These Q&As and comments are visible to executives later in the approval chain.
Electronic forms with workflow
Electronic form processing without workflow is simple data collection.
In a point-and-click interface, the optional workflow automation component allows you to model the approval path for submitted forms based on the business rules you configure.
Monitor business processes
The system is web-based and accessed through intuitive web workspaces. Users will be assigned a bespoke web portal tailored to their role (e.g., Initiator, Approver, Administrator) where they can:
The web workspaces include a settings page for administrators to create, edit and delete user accounts for the system.
Additionally, configurable dashboards provide real-time visibility into your forms and workflows. They graphically display metrics about your business processes such as KPIs, status, trends, and user/process performance. This means they can discover process bottlenecks and intervene, if needed, to keep things running smoothly.
Once the process is complete, you can export data to pre-defined Excel templates, other common formats, or third-party systems via a powerful API.
Reduce risks and improve traceability with 24/7 audit tracking, user access permissions, and more. System access is authenticated with user actions fully logged and auditable.
Support for SAML-based authentication for SSO with your existing corporate user directory. Integrate with directories such as on-premise Active Directory and cloud-based Azure Active Directory.
The system uses standard web security protocols (such as HTTPS over TLS 1.3) to encrypt data in transit and can be configured to apply multiple layers of encryption to data at rest.
Integration with industry-standard identity and authentication platforms, such as Azure Active Directory, allows for MFA to be incorporated within the user logon process.
Named user accounts or all users allow for granular security permissions and activity tracking to be applied.
Full auditing of account delegation for when a user is away from the office.
A graphical WYSIWYG interface empowers users to build feature-rich digital forms and model processes with point-and-click tools, customisable templates, and pre-built data connectors.
Maintain control with an on-premise installation or host in the cloud (Public/Private cloud).
Our cloud-hosted option (with a 99.9% uptime guarantee) includes ongoing technical support and maintenance with system updates/enhancements automatically rolled out to users.
Our data centres are UK-based and fully compliant with UK GDPR.
If you prefer, we can host your electronic forms software within the Microsoft Azure global infrastructure, allowing you to keep your business-critical data in any region and comply with relevant legislation.
Centralised control, security, and management of documents.
Collaborate (document authoring/markup) simultaneously on documents, spreadsheets, and presentations.
For ultimate power, create electronic forms and tasks within Visual Studio using the .NET-based SDK or integrate with external systems via web services.
Online forms can be fully responsive and automatically resize to work on smartphones, tablets, and other devices.
Alert users when tasks are assigned to them and notify, escalate, and reassign the task if timely action is not taken.
Offer multiple completion options by converting paper-based forms from TeleForm into electronic forms.
We love the simplicity of the system. The actual form has not changed much. You now complete it online. It still captures all the same information. Crucially, the quality of submitted requests has improved as certain fields are auto-filled, calculated automatically or contain rules such as a mandatory field or display a warning if certain conditions are not met. We’ve made the process tighter and more consistent.
Nick Taylor, Finance Director, Millennium and Copthorne Hotels Plc
