25 results found for tag 'Form'
Mortgage Application
Download Overview Thoroughly documenting a customer's details is critical with processes as complex as mortgage applications. This form has over 230 fields, taking the applicant through a serie...
InfoCapture Project Permissions
Project Roles Head to Admin > Infocapture > Your Project > Project Permissions > Project Roles Project roles are the collections of users who have the same level of rights across the pro...
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 ...
Invoice Request
Download Overview When there are multiple people in an organisation instructing invoices to be sent to customers, it's helpful to have a centralised billing system. This form allows users to su...
InfoCapture best practices: Administrator top tips
InfoCapture is a substantial and powerful tool that can manage your information processes effectively when used correctly. We appreciate there is a lot to get to grips with in InfoCapture and its pa...
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 the experience. Below are some best practice tips for administrators or respo...
Register for property alerts
Download Overview Users are able to sign up to receive property alerts, by registering their personal details and property search preferences. This process does not send any property alerts, it simp...
Agile retrospective meetings
Download Overview This is a very simple form which allows you to record activities of an Agile retrospective meeting. You can also record the overall score of the last sprint and then report on this...
OSHA forms
Download OSHA Form 300 Download OSHA Form 300A Download OSHA Form 301 Overview OSHA Form 300 - Log of Work-Related Injuries and Illnesses: This is used to classify work-related injuries and illnesse...
Employee of the month
Download Overview This is a simple form, whereby users are able to nominate a colleague for an achievement or outstanding performance during the month. Nominations will not be visible to non-manager...
Purchase Order Request
Download Overview As part of an organisation’s internal financial controls, the finance team may instate a purchase requisition process to help manage requests for purchases. A purchase requisition ...
Performance Review
Download Overview Annual performance reviews are a key component of employee development. The performance review is intended to be a fair and balanced assessment of an employee’s performance. The ob...
Support Tickets Endorsed
Download InfoCapture Project Overview Users appreciate having a single point of contact to get help for their issues. Here, users are able to submit problems, questions and requests using this form,...
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...
Return to work
Download Overview For every period of absence, a return to work interview should be conducted. The meeting is to enable the member of staff to share concerns about their illness and general state of...
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...
Volunteer application
Download Overview An important part of volunteer recruitment is getting to know the applicant and find out what they hope for and expect from their volunteering experience. Completing this form will...
External Form via InfoCapture
Overview It is possible to export a form you've created in InfoCapture into HTML format which you can then embed or publish on your public website. This method allows the general public to subm...
Product review
Download Overview Creating the right products for the right people is critical to your success. Product review surveys are a quick and effective way to determine if you are meeting the needs and exp...
InfoCapture best practices: Form functionality changes
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 managing cha...
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