Get information from internal and external partners when they are ready. Make the data sharing easier, faster, and accessible anytime anywhere, for employees or external partners.
Customization to Extend Your Possibilities
You can design the form as you need it as well as you can add it to any process at any stage. Additionally, you can also set automated actions triggered by the form completion. Among the many possibilities, you can assign people to be notified, the answers to be posted to an internal or external landing page, request an invoice emission, or even integrate the data from the form with another software like SAP, Salesforce or Microsoft Dynamics.
Connect different people from different places at different times and streamline your process. Avoid communication errors with a standardized process that can be triggered by the primer source of information when they are ready to go and trigger the next steps automatically.
No more paperwork and no more data loss. Everything is done directly inside the system, properly registered, accurately stored, and compliant with EU regulations. Accessible by assigned people anytime and anywhere.
Automation and standardiztion
With forms, part of your employees' work is saved - no double work. Information comes into the Archdesk system directly from the primer source and it can notify the needed people or even trigger a new action directly. Speed up your processes!
- Saves time for your team
- Streamline your process
- Ensures proper documentation flow
- Ensures no data is lost, safe data stored and GDPR compliance
- Allows visibility over employees’ actions
- Makes the communication between people from different places easier
- Once you have the data, you can use it as you need it with our software support for automated actions
- The data is accessible by the needed people anytime and anywhere
How it works
A form solution provides you and your team a safe and automated way to get the information by having the partner input it directly into a form. This way the data is correctly stored inside your Archdesk account. Not only it saves the documentation time, but it also ensures no information is lost and the signed person is notified.
Additionally, you can set a sequence of automated actions to be triggered by a form completion according to your process and project needs.
When can you use it?
This solution can be used at any stage of any project or process in your company, internally or externally. For example, use it to connect:
- Your employees at internal processes and register their work, avoiding friction;
- Your team to your clients to gather and register the information you need to work for them at any part of the project;
- Your team to third parties working in the same project for your client and make this communication faster and more efficient;
- Your team to external partners to get the information you need them to provide you at different times, saving time and making this process faster for both.
Who can use it?
Problems solved, with this solution you will achieve:
Gathering Information Efficiently
Gathering information from different communication channel takes time and when not done properly some data may be lost.
Sharing Information Efficiently
Sharing the gathered information among different teams takes time and many times the message is misunderstood or lost in the way.
Communication between people from different places many times is hard and with friction, resulting in issues for the project, such as blocks and time delay.
Ensure Data Protection
IT security and GDPR compliance needs to be done by the process to avoid unnecessary risks and money loss.