Computerized management of employee reports - on mobile too!

• Each form has two views: a mobile view for whoever sends a report from their phone, and a computer view, for whoever views the data from the office.
• The main screens also have a “mobile mode”, which displays tables with a reduced number of columns.
• Offline mode enables working without an internet connection: the data synchronizes the moment the connection is restored.
• The employee, like any other external party, does not have to identify themselves to send a report – simply navigate to a predefined link, fill in, and send…
• The permissions module lets you create automatic authorized users for each new report created, based on permission groups – for example – the employee who fills in the report + their direct manager…
• You can proactively send a request to an employee to fill in a report, and perform “pre-filling” of data shown to the employee for viewing only (or even hidden from them)

• Forms: built by dragging fields of various types onto the form area, moving them and setting their size.
• In forms you can also: divide into chapters and tables, choose a design (skin), set an “automatic name” from the field values… In fields you can also: set default values, perform calculations, set display/hide conditions…
• Main screens: creating alternating views, “saved searches”, a category tree,…
• Need reports too: build Excel report templates

• The system has been developed since 2005 by an established company, with full, native localization including right-to-left support, and was not converted from a foreign English system
• The monthly price is suited to a small business and fits individuals too – there is a rich core system, to which modules can be added only if you need them. The price is based mainly on the number of active users, and only in exceptional cases is it also affected by the monthly number of document-generation and electronic-signing actions
• The setup process is easy and fast, enabling immediate implementation from one day to the next
• Day-to-day use is intuitive – no need for lengthy training

• Calculated fields with formulas (and even hiding some of them so they serve only the document generator)
• Formula-based conditions for hiding fields/chapters in forms
• An automatic name for a record based on its field values
• Shared chapters: used across several form types; changing them once affects all the types…
• A built-in document generator lets you create a document from any form
• Integration with Comsign signatures enables sending for electronic signature!
• Automatic permissions and ad-hoc “role holders” for each new record created from the form (with the permissions module)

• For each form type, the system lets you create two “synchronized views”, one for the computer and one for mobile. They always contain the same fields and tables, but you can set a different position for each field. If, for example, one row displays 3 fields in the computer view, you can display the same ones across two rows on mobile
• The system lets you define different “alternating views” for computer and mobile – thus displaying only the essential columns on mobile, to avoid the need to scroll left and right
• The mobile menu shows a more compact and convenient view – only records and alerts. All the management screens appear only on the computer…
• Uploading an image is possible via the camera and the gallery.

• The main screen displays a “tree of categories and form types” for easy navigation (with the option to show the same form type under several different categories)
• Each form type has a tabular view selectable from a collection of “alternating views” – each showing only the columns important to a certain topic (“validity data”, “insurance and guarantees”,…); no need to “open” each record separately…
• Type text for a quick search
• Create a “query” for a more complex, condition-based search (all the reports sent to a certain client in a certain year). The query can be saved with a name, and then easily reloaded.

• Both the categories and the form types can be mapped to employees, roles, and organizational units.
• – With category mapping – you can display a category tree tailored to the viewer’s role
• – With form-type mapping – every new record created from them receives automatic permissions
• You can create flexible permission groups (the record’s creator, their manager, their organizational units and up the hierarchy, including the managers of those units…), and map them to the different contract types, with permission definitions in each such mapping
• Forms for collecting/displaying information – can be set as “internal” (secure), or public (ones that can be distributed to external parties without asking them to identify themselves)

• Clients who experience organized and efficient communication get the impression that this efficiency is reflected in all the organization’s operations
• Employees who report in an organized manner understand, on one hand, that the value they bring is clear to management, and on the other, that all their actions are visible and monitored – both of these ensure they perform their role to the best of their ability
• Professionalism in external communication – well-designed forms, consistent documents, and smooth signing processes convey professionalism and efficiency to clients and external partners.
• Improved response speed – the ability to provide information, create documents, and complete processes in less time improves the level of service and increases satisfaction.

Every aspect of the system is designed to save time, so you can focus more on what really matters for your business:

• Automation of Repetitive Processes – The system replaces manual work with automated mechanisms: generating documents from templates, collecting data via structured forms, and managing approval workflows. Instead of wasting time on routine tasks, your team can focus on more productive activities.
• Centralized Information and Quick Access – All data is stored in one place with advanced search capabilities. Employees can find information in seconds instead of digging through emails, folders, or paper files. Mobile support allows access to information from anywhere.
• Elimination of Duplicate Work – The system eliminates the need to recreate similar documents, re-enter existing data, or repeat the same tasks over and over.

• Reduced Operational Costs – Less time spent on tasks, fewer errors, and improved efficiency translate into significant long-term financial savings.
• Consolidation of Multiple Activities into One System – Less need for custom software or consulting services for basic processes.
• Resources Freed for Innovation – When routine processes are handled automatically and efficiently, the organization can allocate more resources to development, product improvement, and business growth.

• • Converting Personal Knowledge into Organizational Knowledge: The system captures employee knowledge using templates, workflows, and structured databases. This ensures knowledge is retained even when employees leave and remains accessible to the entire organization.
  • Building an Organizational Knowledge Base – Over time, the system accumulates data on patterns, trends, and performance that can support data-driven decision-making.
  • Systematic Documentation of Processes – Every action goes through a structured system that automatically records who did what, when, and how. This enables complete process tracking and continuous improvement.

The system helps improve the efficiency and reliability of all the information you collect or share, whether internally or externally.

• Prevention of Human Errors – Input validation, standardized templates, and built-in approval workflows significantly reduce the chance of mistakes. Instead of copying and modifying old documents, the system ensures every document is created with the correct data.
• Protection Against Data Loss – All information is securely stored in the cloud and remains easily accessible. No more worrying about lost files, computer crashes, or employees leaving with critical knowledge.
• Proactive Risk Management – The reminder system ensures you never miss critical dates, contract expiration, or essential tasks. Daily alerts turn risk management from reactive to proactive.

Efficient teams are happier teams – people love getting more done when their time isn’t wasted!