From Paper to Portal: How Digital Forms Streamline Banking Operations
By SimplifyIT | Published
Goodbye Clipboards, Hello Control
If your institution is still using paper forms for things like branch audits, PTO requests, or wire approvals, you're not alone - but you're likely falling behind. Paper slows things down, creates version control issues, and makes compliance tracking harder than it should be.
What Are Digital Forms?
Digital forms live inside your intranet. They're easy to fill out, route, track, and archive. No printing. No lost paperwork. No manual filing. And they can be designed for virtually any process, from equipment requests to new hire checklists.
Use Cases at Banks and Credit Unions
- Branch audit checklists
- Wire transfer approvals
- New account procedures
- Change requests for IT or facilities
- HR-related forms like PTO, WFH, or incident reports
Why Digital Forms Win
Not only are they faster to use, but digital forms allow you to build in logic (e.g., only show certain fields based on prior answers), ensure proper routing (e.g., send to a manager, then compliance), and create an audit trail that's always accessible. It's better for staff, better for compliance, and better for your bottom line.
Built Right Into the Intranet
With SimplifyIT, digital forms are already built in. That means no extra logins, no outside vendors, and no duct-taped integrations. Just fast, secure, role-based access - and a library of form templates you can use or modify.
See It in Action
If you're still scanning signed forms or chasing approvals via email, there's a better way. Request a quick demo or watch our short video to see how our digital forms help streamline real operations every day.