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
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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