Automate your business forward with Crest Forms on Microsoft SharePoint.

Empowering Business Productivity with iDOC Forms: Your Ready Platform

Forms automation drives business productivity improvements. Designed as an app within SharePoint, it simplifies the creation, completion, and submission of various forms across organizations.

By utilizing tailored iDOC Forms apps readily available for SharePoint, businesses can seamlessly implement robust Business Process Management (BPM) solutions to automate repetitive tasks, boost efficiency, and uphold regulatory compliance. With forms automation, laborious manual data entry tasks are relegated to history, as the system adeptly captures, processes, and directs information effortlessly. This not only expedites workflows but also minimizes errors and enhances data accuracy.

Ultimately, this empowers organizations to prioritize strategic initiatives while maximizing productivity.

Streamlining the Employee Onboarding Process with iDoc

With iDoc systematic approach, organizations can expedite the evaluation of employee credentials, gain hiring approvals efficiently, and issue offer and appointment letters promptly. This streamlined process not only enhances the candidate experience but also reflects positively on the company's professionalism and commitment to efficient onboarding. Implementing these steps will lead to a more organized and effective employee recruitment and onboarding process, ensuring the seamless integration of new employees into the workforce.

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iDoc Digital Forms and Approval is a revolutionary product that streamlines the entire document approval process. With iDoc, you can create, distribute, and manage digital forms and approvals, making it easy for your team to collaborate and work more efficiently. With iDoc, you no longer need to rely on traditional paper forms or manual approval processes that are prone to errors and delays. The platform enables you to create customized digital forms with ease, using a user-friendly interface and drag-and-drop functionality. You can also configure automated workflows that route forms to the right people for review and approval. iDoc supports a range of approval types, including sequential approvals, as well as custom conditional approvals based on specific criteria. We can also set up notifications and reminders to ensure that forms are reviewed and approved in a timely manner.

iDoc's reporting and analytics and along with Power BI capabilities enable you to gain insights into form usage, approval times, and bottlenecks in your approval processes. This data can help you identify opportunities for process improvement and optimize your workflows for maximum efficiency.

Overall, iDoc Digital Forms and Approval offers a comprehensive solution for digitizing and streamlining your document approval processes. With its intuitive interface, customizable forms, and powerful workflows, iDoc can help you save time, reduce errors, and improve collaboration across your team. Contact us today to learn more about how iDoc can transform your approval processes

Capture and Manage Forms Efficiently

Digital forms can capture, share and manage information efficiently and securely throughout your organisation. Initiating workflows to relevant users within your team.

What is a Digital Form?

A digital form or eForm is an electronic version of a paper form. Digital forms give you the freedom to access forms from anywhere and save costs of printing, storing, and distributing paper forms. The forms can be filled in faster and more accurate way because of validations and rules.

Capture and Manage Forms Efficiently

Digital forms can capture, share and manage information efficiently and securely throughout your organisation. Initiating workflows to relevant users within your team.

Here are just a few examples of how you can benefit from using Digital Forms:

• Accounting: Use for Payment Requisition, Purchase Orders Requisition, Expense Reimbursement, Capital Expenditure Requests, Mileage Reimbursement, Monthly Claim Form, Petty Cash Request

• Human Resources: Use for Position Changes, Manpower Requisition, Training Requisition, Performance Appraisal Form, Leave, Vacation Requests, Time Sheets, Outstation Trip Request, Employee Reviews.

• Engineering: Service Requisition, Equipment Commissioning, Maintenance, Assesment, Material Requisition, Receiving Inspection, Use for Defect Tracking, Engineering Change Orders, Product Enhancement Requests.

• Projects: Project Costing, Progress Reporting, Manpower Daily Reporting, Internal Job Order, Lifting Permit, Material Traceability, Breakdown Maintenance etc 

• Quality Control: SOP, ISO Creation and Approval, Change Control, Inspection 

• Manufacturing: Use for Employee Training Certification, Safety Inspections, Document Change Requests, Quality Assurance Variances.

• Design: Drawing Request form, Design Change Notification

• Customer Service: Use for Survey forms, Customer Warranty Requests, Requests for customer service, incident reports.

• IT: Laptop, System and Application Access requests 

• Others: Minutes of Meeting, Circulars, Reporting & Submissions etc 

Benefits of Process Automation

Process automation offers a plethora of advantages designed to streamline organizational operations and enhance overall efficiency:

- Minimizes Manual Administrative Work: By automating routine tasks, organizations can significantly decrease the need for manual input, allowing staff to focus on more strategic and creative endeavors.

- Accelerates Form and Document Handling: Automation technology ensures that the processing of forms and documents is conducted swiftly, reducing turnaround times and increasing productivity.

- Enables Advanced Process Analysis and Reporting: With automation, businesses gain the capability to meticulously analyze and generate reports on various workflows, facilitating data-driven decision-making and optimization of operations.

- Strengthens Compliance with Regulations: Automated processes are designed to adhere strictly to regulatory requirements, thereby simplifying compliance efforts and minimizing the risk of errors or violations.

- Encourages Interdepartmental Cooperation: By streamlining communication and data exchange, process automation bridges departments, fostering a more collaborative and efficient working environment.

These benefits underscore the transformative impact of process automation on an organization, driving efficiency, compliance, and collaboration while freeing up valuable resources for more critical tasks.