Main advantages

An affordable cloud service

Access from anywhere, anytime, including a display adapted for mobile | Monthly price suited to a small business | A mature system with full, native localization

  • A mature, proven system — first launched in 2005, with full, native localization, including right-to-left support. This is not a foreign system retrofitted from another language.
  • The monthly price is suited to a small business and fits freelancers 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 actions…
  • The system runs in a secure cloud — accessible from anywhere, with no installations required, including the option to work Offline
  • Built-in, full mobile support: the system administrator can design each electronic form in two separate views (automatically synchronized in content) — one for the computer screen and one for the mobile phone. The same goes for the tabular views of the main screens of…

Intuitive and easy to use

The interface is intuitive, and the modularity allows a "clean" view — only of what you really need

Operating the system’s core is so simple that only a short training session is needed, and using even a small part of the core capabilities is enough to deliver great value to the organization.
The interface is intuitive and invites self-exploration — technical support never receives “how do I use it” questions…
From any screen, you can display a context-based online help screen describing the available actions, the screen structure, and so on
Any organization can also build instructions and guidance into each form, so that users clearly understand what is required of them regarding the specific items managed by the organization

The modularity lets you choose only what is really needed, and the user interface does not contain complex actions that serve no purpose. For example — if there is no need for the advanced permissions module, because it’s a small organization, then every record is automatically “open” to all users, and there is no option to define permissions; if the module is needed — each record shows a tab where you can select users, role holders, and organizational units, and attach predefined permissions to them…
Every time a new version of the system is released, a detailed notification of the new features is sent

Fast setup — and for the tech-savvy, a “do-it-yourself” option!

“Builders” (helper screens for building the system’s components) enable fast setup of most of the system’s components. If you hire a professional to do the work, you’ll get the system within hours... and if you want to set it up yourself, you can do so easily!

The form builder, example capabilities.

  • Give a name to the form type you’re creating, and link it to a category..; you can create various different forms — each with its own structure
  • Need chapters in the form that you’ve already used in other forms? Add them in a click, with all their fields and tables!
  • Add chapters if needed, drag various different fields (date picker, short text, long text, value list, etc.), and arrange them on the screen (moving, resizing…)
  • In forms you can also: add chapters and tables, choose a design (skin)…
  • In fields you can also: set default values, perform calculations, set display/hide conditions…
  • Set an “automatic name” that will be generated for each new record from its field values

You can also design independently:

  • Alternating “views” for the main screen of each form type — choose columns from the fields defined for this form, and set a width in percentages for each column. Simple!
  • Have fields that are pulled from lists? Build a suitable “system table” for them, whose data-entry screen can also be designed.
  • Added the process-management module? Build status maps, with a wide variety of capabilities (such as alerts on status changes, special permissions for certain statuses, and so on)
  • Build also — Excel report templates, Word document templates for the document generator…
  • Added the extended permissions module? Build permission groups, map them to categories and form types…

A variety of groundbreaking capabilities for the world of electronic forms

The electronic forms have not only the capabilities you’d expect (various field types, design capabilities...) but also a variety of groundbreaking capabilities, enabling the building of forms far more sophisticated than those you could set up with other tools...

General advanced capabilities for all forms:

  • Defining different tabular-view displays for the main screen — each with certain columns from all the form’s fields + setting their width
  • Embedding tables while setting the field positions in the dialog window that opens from the table for editing
  • 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…
  • Automatic permissions and ad-hoc “role holders” for each new record created from the form (with the permissions module)

Advanced support for mobile display

  • For each form, the system creates a “mobile view” identical to the “desktop view”, and lets you arrange the fields differently in the two views (on mobile — usually a vertical layout), while keeping the fields automatically synchronized between the views
  • You can add views to the main screen that are intended for mobile only
  • For each table you add, you can set fewer columns to be displayed on mobile than on the desktop

Advanced capabilities for forms intended for external use:

  • The intended use type: (1) a report for viewing only, (2) approval (appears to the recipient with a built-in approval button, and no editing capability), (3) receiving information, (4) filling in and electronic signature
  • A link for publishing: share it by any means, and anyone who navigates to it can fill in a form.
  • Which data must be entered in advance by the sender (and locked for editing by the recipient), as well as which data is completely hidden from the recipient.
  • Which actions the recipient can perform — such as generating a document, attaching documents, electronic signature,…
  • Also, on the main screen you can see the status of every request you’ve sent, and view its change history (sent -> read -> approved…):