24 results found for tag '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...

0 comments2 people liked this • Last modified on 3 January 2024 in Beginner Guides

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...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

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...

4 comments • Last modified on 30 November 2023 in Beginner Guides

Infocapture: Making changes to an established form

We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with the experience. An established form is one that has been in use for a period ...

0 comments1 person liked this • Last modified on 30 November 2023 in Advanced Guides

Exit Interview

Download Overview Managers are able to conduct and record surveys with departing employees, using the Exit Interview form. The primary aim of the exit interview is to learn the reasons for the perso...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

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...

0 comments3 people liked this • Last modified on 7 December 2023 in InfoCapture

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...

0 comments • Last modified on 30 November 2023 in Advanced Guides

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...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

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...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

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...

1 comment • Last modified on 30 November 2023 in Free InfoCapture Templates

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...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

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...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

Support Tickets

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,...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

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...

2 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

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...

2 comments4 people liked this • Last modified on 30 November 2023 in Beginner Guides

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...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

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...

0 comments1 person liked this • Last modified on 30 November 2023 in Free InfoCapture Templates

Meetings

Download Overview An essential part of most meetings is taking minutes, in order to: Record summaries of discussions held Confirm any decisions made Record any agreed actions to be taken, who is res...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates

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...

0 comments1 person liked this • Last modified on 16 December 2022 in InfoCapture

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...

0 comments • Last modified on 30 November 2023 in Free InfoCapture Templates