Digital forms (DIY) for capturing knowledge
Define any number of knowledge “objects” you need to keep track of, using DIY electronic forms, categorize them, share them, find them easily
Define any number of knowledge “objects” you need to keep track of, using DIY electronic forms, categorize them, share them, find them easily
The system allows you to easily and quickly create different types of forms, for example – a form for a contract with a supplier, a form for a health declaration, a form for monitoring patients, etc. – each form has its own fields and its own design
Intuitive form creation – by “dragging” fields of different types (date, short text, long text, list of values, etc.), and organizing them on the screen (moving, resizing…)
Advanced operations can also be performed on each form – add chapters, set a design (skin), add tables (including setting the structure of the dialogue window that will open from the record editor every time you add/edit a row in the table), define mandatory fields, define calculated fields, etc.
Repeatedly produce MS-Word documents of similar structure but different data, easily and conveniently - from well-organized and intuitive electronic forms. The system merges the form-entered data with Word templates that you can easily create yourself. Integrate document generator with processes of other systems using APIs!
Each form type can be associated with a “template document” – which is a completely normal Word document, whose “variable information” has been replaced by simple textual “placeholders”. From this moment on, from each record, a Word/PDF document can be generated, with the click of a button, which merges the data of the record with the template document
In this way, the system can be used to repeatedly create documents that have the same structure but different data, without opening Word at all, without copying previous files and replacing the “variable data” with current values - simply filling in data in an organized, concise and clear form, and one click to create the document !
Easily set up complex signing processes by defining signature locations within a Word template! Send a signature request at the click of a button, to one signer or multiple signers... Ask signers to attach proof of identity. Integrate signatures with processes of other systems using APIs
The system allows you to send any file created from a record, for electronic signature. The recipient will receive an email/SMS message with a link, and when he opens it, the document will be displayed with a signature panel. The recipient can sign with his finger (on a mobile device) or with the mouse (on a desktop computer), and when done, the signed document returns to the sending organization, and is attached and saved with the record
Defining the location of the signature in the template document is very simple – add a textual placeholder inside the document, as you do with fields.
The signature mechanism allows for many advanced operations – sending for signature to several recipients one after the other, request to attach verification documents of any kind (for example, photocopy of ID, passport or driver’s license)
Send requests for information, to parties outside the organization, using a link. They will enter the information in the same powerful forms, with advanced capabilities such as calculated fields and conditional-hiding. Save employee time, show progress and efficiency to your customers, prevent mistakes, and use saved information for knowledge management, document creation, alerts, process management, document archiving, etc. Advanced online reports can also be designed in the same way.
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Easily create reminders for any deadline of any task in any item, with one or more recipients (some listed for execution, others for information only) - receive a daily email with the list of "open" topics, and with all information required to complete them. Record and share with others: "Task in progress", "Achieved so far". Pause notifications for a fixed period (Snooze). Done? Report completion to remove reminders.
This module allows a simple setting of reminders for each record managed in the system – the system will send an organized and detailed email message, whenever the appropriate time for each reminder arrives, and will continue to send a central message at the beginning of each day to all reminders that are still “active” (those that have not yet been reported to have been carried out).
Example:
1. It is stated that in the “office rental” contract, the value in the “Deadline for option exercise” field is 12.31.23
2. I can set a reminder for myself, for 60 days before this date (01.10.23)
3. On the date of the reminder (01.10), the system will prepare an email message describing that the deadline for exercising the option is 31.12.23, and will send it to me at 08:00 (if there are other reminders that I have not dealt with yet – they will be detailed in the same message).
4. This message will continue and will be sent once a day.
5. If I prepared an “option exercise” letter and sent it to the lessor on 12.10, and received a confirmation from him on 13.10, I can “turn off” the reminder from the reminder management screen
6. As of October 14, I will no longer receive reminders for this topic (but I will continue to receive reminders for topics for which I have not reported implementation)
Setting reminders – intuitive and simple: the system allows you to simply set a reminder for each date type field in each record, with recipients and with a time range. Each record will have a clear indication that it has reminders (whether I set them or others).
I can also view all my reminders (in all records) from a central reminder management screen. In both cases – I can view a list of active, future, and historical reminders
Other basic features of reminders:
1. Each reminder can be set for one or more recipients
2. The system automatically gives a title to each reminder, but you can write your own title
3. Reminders are not deleted. You can always view previously handled reminders.
4. Any change in the date to which reminders are related, will cause the dates of their notifications, which have not yet been sent, to change accordingly; If, for example, the deadline for exercising the option was 31.12.23, and the reminder was set 30 days before, then if I changed the deadline for exercising the option to 30.10.23 before sending the alert, the system will send the alert on 01.10 instead of 01.12…
5. Email alerts show the status of handling the reminder for each of the other recipients (if any),
Advanced capabilities of reminders and alerts:
1. Each of the recipients of a reminder notification can record “actions they performed” in connection with the reminder. All the recorded actions are added to the alert messages sent by email, and also appear together with each reminder on the reminder management screen.
2. A recipient can “turn off” the notifications of all recipients for one reminder – as soon as he has taken care of it
3. A recipient can “snooze” reminder notifications – that is – turn off these notifications for a certain predetermined period, and the system will “turn on” them again when this period has passed.
4. Reminders are created automatically by the system in a variety of cases – for example when a status changes that has been determined that its change should be reported to a certain party. These automatic reminders “enjoy” the same capabilities as manually set reminders. In certain cases, the system even “closes” such reminders automatically, when they are no longer relevant – for example, in the case of a reminder set as an “escalation” of a status that is delayed beyond a standard time; As soon as the status changes – such a reminder is deleted because there is no longer a problem that needs to be solved…
Define the knowledge "items" which need to be stored and managed, with DIY electronic forms, categorize them, find them easily from your desktop or mobile, request other to fill them…
The system allows you to easily and quickly create different types of forms, for example – a form for a contract with a supplier, a form for a health declaration, a form for monitoring patients, etc. – each form has its own fields and its own design
Intuitive form creation – by “dragging” fields of different types (date, short text, long text, list of values, etc.), and organizing them on the screen (moving, resizing…)
Advanced operations can also be performed on each form – add chapters, set a design (skin), add tables (including setting the structure of the dialogue window that will open from the record editor every time you add/edit a row in the table), define mandatory fields, define calculated fields, etc.