Form Management

Within an online document management system, you can further enhance productivity and make life easier for your employees by placing all company forms online.

We offer custom form management systems that take all the messy paperwork out of form management and put it all on your compute or smartphone. With our systems, you and your staff can manage forms through sending and sharing, signing, printing, and downloading.

How you can customize your form management:

• Add specific permissions such as “Edit,” or “View,”
• Add actions such as signature requests and due dates,
• Pick from custom styling options to fit your company brand.

Where custom form management can help your business:

• HR and Training documents: easily track all important onboarding and training documents, and track where and when you’ve received signatures.
• Easy sign-off: request approval for anything through easy signature features, and track what’s been approved (or not!).
• Policy updates: keep all your employees up to date on any important company policy changes, have them sign off on these updates, and easily track responses.
• Feedback and questionnaires: capture data in real-time with questionnaires and surveys which can help you track just how your employees or clients are doing. Or, customize it to be anonymous- it is up to you and your company needs.

Save you and your staff time with a safe and secure form management system where all your company’s forms can be stored and tracked in one location.