No More PDFs or Paper Trails
Manual forms create delays, confusion, and risk. Whether it's a new hire packet or a system access request, there's always a chance something gets missed or stalled. Form automation fixes that by turning everyday forms into smart, digital workflows.
Define Once, Route Automatically
With dynamic form automation, each form can route to the right person based on the request type, department, or branch. No one has to guess who needs to approve what - it's built into the logic.
Build It Your Way
Each department can create forms tailored to their needs. HR might require a digital signature. IT might include a list of system access checkboxes. Compliance can require policy acknowledgment before submission. You decide - and the system handles the flow.
Track Every Submission
Every action - who submitted, who approved, and when - is logged. That means fewer "who's got it?" emails and more confidence in compliance. It's easy to prove that procedures were followed.
Common Questions
What exactly is form automation?
Form automation turns manual request forms into digital workflows. Instead of printing, scanning, or emailing forms, staff submit them online - where each step is routed, approved, and logged automatically.
How does this help credit unions specifically?
It reduces bottlenecks and errors. From new account approvals to change requests, form automation ensures nothing falls through the cracks - and it supports audit readiness with complete tracking.
Can different departments build their own forms?
Yes. SimplifyIT supports multiple permission levels so HR, Compliance, IT, and others can manage their own form libraries - without relying on the core system or a third-party app.
Start Automating Your Most Common Forms
Watch a quick demo or learn how SimplifyIT's form automation helps credit unions eliminate bottlenecks, reduce risk, and get more done.
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