88 results found for tag 'infocapture'
9001 - Complaint Form
Download Overview This is a form and a process which will allow you to track and manage client complaints successfully. A complaint is when a customer brings a problem to the organisation's att...
InfoCapture default notification template
When creating a notification, there is a template choice simply called 'DEFAULT'. The Default template is an email that can be configured to include certain information about a form. It is...
9001 - Lessons Log
Download Overview This is a simple form which supports a structured discussion and recording of a "Lessons learnt" activity. This can be as part of a process to review how things went afte...
InfoCapture List Options
This article relates to the following four project option tabs available on the admin side of a form: General List Options Tickets per page: The number of tickets to be displayed in the list of issu...
InfoCapture best practices: Investigative Tools
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with experience. Below are some best practice tips for administrators or responsib...
InfoCapture Custom Phrasing
Custom messages are used to change the default phrasing within the project. For example, I may wish for my 'Quote Requests' project to use the term 'quote request' instead of �...
InfoCapture: Constraints
Constraints are rules applied to form fields to define how data can be entered into them. This is an optional feature utilised to suit certain form purposes but likely isn't required for every ...
Infocapture Database Structure Explained and How to use BI Business Intelligence (BI Tool)
Overview A simple guide to help on-prem clients to integrate InfoCapture with their existing BI (Business Intelligence) software. InfoCapture provides an easy and quick way to create eform, capture...
The Power Of Infocapture Plugins
Infocapture plugins are custom PHP files, which extend the standard functionality available within the application. Plugins are essentially add-ons, allowing you to do almost anything with the data ...
How to configure and search for archived tickets in InfoCapture
Introduction In InfoCapture you can set an 'archiving age' for one (or more if appropriate) status(es) in your form. This means after a certain duration of days the tickets will be pushed ...
InfoCapture: Troubleshooting notifications
Notifications are a crucial part of many InfoCapture projects, so it can be frustrating if these do not appear to work in the way you were expecting. This guide will cover how an administrator can i...
Creating an Infocapture form: Beginner deck
This is a great place to start if you are planning to create a new Infocapture form. Click here to download the full deck This covers: Is Infocapture the correct tool for your process? Try out our f...
Introduction to Infocapture
What is Infocapture? A Business Process Management application for creating bespoke e-forms and workflows to match your existing business processes. Save time, paperwork, and resources by leveraging...
Configuring MailGun for Email Fetching
What is Mailgun? Mailgun is the email automation service that you can set-up along with an InfoCapture project to initiate the creation of a ticket simply by sending an email to a dedicated email ad...
How to use InfoCapture to automate people management processes
HR document requests P60s, job descriptions, references... These are all vital documents that staff request from your HR team. The usual process - HR receives a request in their inbox, manually sear...
2 comments • Last modified on 13 April 2018 in InfoCapture
How to use InfoCapture to automate these 3 financial processes
Automation doesn't just counteract the need to go into the office by replacing paperwork with e-forms. It also makes your staff more efficient, boosts internal SLAs, and saves time. Here are so...
Infocapture report building
Creating a report - Start to finish Please ensure your permissions settings are correct, this is covered here. Firstly you will need to identify the objective of the report, in this example, we will...