Electronic forms

Process Director enables you to design, deploy and route electronic forms within your department, throughout your organisation - even with your suppliers and customers. If you wish to convert an existing paper form to an electronic form, we can use the paper form as a style guide when building the online form.

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

Process Director comes with two form builders, one based on Microsoft Word, and another on Microsoft Visual Studio. The Word-based builder enables you to create rich, dynamic forms using a tool with which your users are already familiar. The Visual Studio-based builder is aimed at .Net developers who require advanced technical features.

Process Director eForms

  • Rentokil Initial - CapEx request form (current position)
    Rentokil Initial - CapEx request form (current position)
  • Rentokil Initial - CapEx request form (description of expenditure)
    Rentokil Initial - CapEx request form (description of expenditure)
  • Rentokil Initial - CapEx request form
    Rentokil Initial - CapEx request form
  • Rentokil Initial - CapEx request form (submit)
    Rentokil Initial - CapEx request form (submit)
  • On-screen marking interface
    On-screen marking interface
  • NHS Education For Scotland (NES) - self-assessment web form
    NHS Education For Scotland (NES)- self-assessment web form

An integrated rules engine provides a powerful method of defining rules and conditions that control the behaviour of the forms (e.g. field validation, visibility, appearance and context-sensitive forms). Based on rules that you configure, at various stages in a workflow (or even during data input), individual fields or entire sections or tabs can be made:

  • Editable or read-only
  • Hidden or viewable
  • Empty or pre-populated
  • Required or optional
  • Fixed or dynamic
  • Default or custom font, background

In addition, the Process Director eForms builder offers:

Responsive user experience

An interactive UI allows users can complete forms directly from their Android, iOS, or Windows device, even when offline.

Low-code development

A graphical WYSIWYG web interface empowers internal teams and non‐programmers to build feature-rich forms and model processes with drag-and-drop tools, templates and pre-built data connectors – no coding required.

Document attachments

Add attachments of any format (XLS, JPG, DOC etc.)

eMail notifications

Alert users when tasks are assigned to them and notify, escalate and reassign the task if timely action isn't taken.

Electronic signatures

Add an electronic signature each and every time a participant takes any action for a permanent record of every task performed and its result. These routing slips also provide verifiable confirmation of approval, rejections, and other actions.

Multilingual forms

Automatic translation of electronic forms into your local language.

Audit trail

Your forms are automatically archived allowing you to review information about any activity, past or present, including time-stamped approval decisions, documents and comments.

Easy data connectors

Seamless integration with underlying document management capabilities.

Cloud or on-premise deployment

Minimise IT resource and infrastructure requirements with a cloud hosting subscription or keep data in-house with on-premise option.

Schedule your demo

If you want to learn more about moving to electronic forms with BP Logix Process Director, or wish to book a demonstration, please complete the form below:

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Case studies

Initial increase visibility of cost saving programmes with workflow solution

Initial increase visibility of cost saving programmes with workflow solution

Process Director based workflow solution offers local procurement teams at Initial increased visibility of the direct and indirect cost saving opportunities available to them through central procurement.

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Millennium and Copthorne (M&C) Hotels Plc manage CapEx requests with capital expenditure approval and tracking software

Millennium and Copthorne (M&C) Hotels Plc manage CapEx requests with capital expenditure approval and tracking software

Millennium and Copthorne (M&C) Hotels Plc manage CapEx requests with cloud-hosted capital expenditure approval and tracking software.

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Rentokil Initial automate CapEx approval processes with cloud hosted capital expenditure request software

Rentokil Initial automate CapEx approval processes with cloud hosted capital expenditure request software

Cloud hosted capital expenditure request software automates Rentokil Initial's CapEx approval processes across Europe, Asia, Latin America and the USA.

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Latest news

BP Logix is acquired by Finrock Growth Partners

BP Logix is acquired by Finrock Growth Partners

BP Logix Inc., the authors of Process Director which ePC resell in Europe, have been acquired by Finrock Growth Partners, a private equity firm that acquires and operates businesses in the software sector.

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BP Logix launch AI-enabled Process Director v5.0

BP Logix launch AI-enabled Process Director v5.0

BP Logix recently announced Process Director v5.0, an AI-enabled, low-code/no-code BPM and case management platform that empowers business users to easily develop, deploy, and enhance critical digital applications.

We've spent the last few weeks reviewing the latest version and found it comes packed with new features and improvements.

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Process Director named in the 2018 Gartner 'Magic Quadrant for iBPMS'

Process Director named in the 2018 Gartner 'Magic Quadrant for iBPMS'

BP Logix Process Director has been named as a ‘Niche Player’ in the Gartner 'Magic Quadrant for Intelligent Business Process Management Suites (iBPMS)' for the fourth year in a row.

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