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Form Wizard

Documents4Me’s built-in Form Wizard allows users to easily create self-service forms that can be sent directly to recipients. Custom Form Fields, like text input, signature/initials, checkboxes, and radio buttons can be assigned to make the process easy on both the user and the recipient. Forms can be organized into multiple sections and separate pages, depending on your needs and preferences.

Self-Service Forms

Documents4Me allows users to upload, create and send self-service forms. You may send multiple forms by creating Form Packages. Custom workflows can be used to automate processes that require multiple forms. For example, once your recipient completes and submits one form, the second can be sent automatically.

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Form Packages

Form Packages containing multiple forms can be sent to recipients. Upon completion, the departments/admins to which they are assigned can easily review the forms and mark them as Approved, In Review, or even send them through a custom external review process. Notifications can be sent to users for each stage.

Email Templates

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