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electronic-forms

Build electronic forms with Process Director

Process Director enables business users to create user-friendly, responsive electronic forms to gather and display information.

Process Director provides several ways of building forms are provided, with the results appearing the same to the end-users.

These include an electronic form designer for easy drag-and-drop creation and the Microsoft Visual Studio-based builder, aimed at .Net developers who require advanced technical features.

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Key features

Flexible forms

Flexible forms

Eliminate spreadsheets and manual routing by creating electronic forms and user interfaces using easy-to-use tools.

Smart forms

Smart forms

Show or hide form sections, lock fields, pre-fill data and set mandatory fields, all based on conditional rules.

Integrated sanity checks and configurable rules

Integrated sanity checks and configurable rules

Highlight invalid fields and automatically validate data on input/submission to ensure approvers have the correct information to make their decisions.

Submit forms for approval

Submit forms for approval

Take advantage of workflow automation capabilities to route completed forms through approval, rejection, clarification and review workflows.

Display real-time data

Display real-time data

Show data such as costs and budgets as well as KPIs, statistics, and trends.

Multi-lingual

Multi-lingual

Automatic multi-lingual translation of forms and user interfaces.

Currency conversion

Currency conversion

All figures are shown in your local currency and global currency.

Standardised form templates

Standardised form templates

Create consistent and re-useable form templates to comply with corporate policy.

Add attachments

Add attachments

Add attachments of any format (XLS, JPG, DOC etc.) to support the form submission.

Printable PDF

Printable PDF

Printable PDF generation of the complete form, including attachments.

Save for later

Save for later

Users can save partially completed forms and submit them later when further information is available.

Form locking

Form locking

Once a form has been submitted, the form will be locked down with users no longer able to edit or modify the data.

Predicted authorisation path

Predicted authorisation path

Show the estimated approval steps once a form has been submitted.

Comment log

Comment log

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.

  • stars

    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

Example online forms

Additional capabilities

24/7 audit tracking

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.

Single sign-on (SSO)

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.

Data encryption

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.

Multi-factor authentication (MFA)

Integration with industry-standard identity and authentication platforms, such as Azure Active Directory, allows for MFA to be incorporated within the user logon process.

User accounts

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.

Low-code development

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.

Flexible hosting

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.

UK and worldwide data centres

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.

Powerful API and SDK

For ultimate power, create electronic forms and tasks within Visual Studio using the .NET-based SDK or integrate with external systems via web services.

Mobile forms

Online forms can be fully responsive and automatically resize to work on smartphones, tablets, and other devices.

eMail notifications

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

Offline data capture

Collect data when offline and route automatically when back online.

Verified product reviews

  • capterra-logo

    Process Director

    Stars

    4.6 / 5 | 40 reviews

  • gartner-peer-insights-logo

    Process Director

    Stars

    4.7 / 5 | 16 reviews

  • g2-logo

    Process Director

    Stars

    4.7 / 5 | 27 reviews