Solutions  •  Why SimplifyIT?  •  Testimonials  •  Resources  •  Contact   
(only 5 minutes)
 

Why Smart Forms Beat PDFs Every Time

By SimplifyIT | Published

Still Using PDFs for Internal Forms?

Print. Sign. Scan. Email. Wait. That's the old way - and it still lingers at many banks and credit unions. But there's a better option that doesn't clog inboxes or stall approvals: smart forms.

What Makes a Form "Smart"?

Smart forms aren't just online - they route automatically, notify the right people, and track every step. Built into your intranet, they eliminate the most common bottlenecks:

  • No more chasing signatures: Routing is automatic and role-based.
  • No lost copies: Forms live securely in your intranet, not on desktops.
  • No delays: Notifications keep staff and managers moving.

Approvals, Streamlined

Whether it's a time-off request, a vendor approval, or an IT ticket escalation - workflow-enabled forms make the difference between tasks that get done today and ones that sit all week.

Our intranet's form automation lets you build, test, and update processes without calling IT.

Secure. Auditable. Flexible.

Smart forms work inside your secure intranet, with full visibility into who submitted, reviewed, and approved each item. And yes - they're mobile-friendly, too.

See the Difference

Watch a 5-minute demo or learn more about smart intranet forms that do the work for you.

« Previous  
 
 
Related Pages
 
SharePoint AlternativeDynamic FormsBank Intranet SoftwareCredit Union Intranet SoftwareBank Help DeskCredit Union Help DeskU.S. Based Banking IntranetData-Secure Intranet for Banks & Credit Unions
 
✦ trusted in banking since 2004 ✦