Forms and Workflows

Product Details

(Click to enlarge image) DocuPhase's user-friendly drag-and-drop form builders allow you to effortlessly create and manage electronic forms for purchase orders, PTO requests, and more, all without requiring IT assistance. When you pair these forms with robust workflow automation, you can design custom workflows that boost efficiency, minimize errors, and enhance visibility and auditability across your operations.

- Save Time and Money
Eliminate redundancies and time-consuming processes using rule-based workflows that make your business operations faster, more cost-effective, and more efficient.

- Strengthen Visibility
Keep processes on track and enhance strategic decision-making with at-a-glance insights into workflow progress.

- Scale Without Limits
Minimize bottlenecks and ensure tasks are completed in a timely manner, regardless of your organization’s size or complexity.

- Database Integration
Develop dynamic forms that respond to user inputs by populating information from your database for greater upfront accuracy.

- Workflow Automation
Streamline your processes with automated notifications and an audit trail at each step. Gain visibility and build trust, knowing your forms and workflows are succeeding at each crucial
point in the cycle.

- Security Compliance
Built-in security features safeguard confidential information, preventing fraud and unauthorized access. Ensure top-level compliance, including GDPR, SOC 2, HIPAA, and more.

- E-Signatures
No need for printing, signing, and scanning. Leverage digital signature fields to ensure the legal compliance and authenticity of your electronic documents.

- Reporting & Analytics
Gain visibility into key performance indicators with real-time reporting and analytics that can be shared with your business stakeholders and teams.

- Professional Services
Whether you need ready-made templates or custom configurations, we’ve got you covered. Our professional services team is here to support your unique business needs, ensuring you
make the most of your form and workflow solution.