Form Automation
Form automation refers to the use of online forms and workflows to collect information, route it to the right person, and take action - without printing, emailing, or manually re-entering data. It reduces delays, mistakes, and bottlenecks in internal processes.
For banks and credit unions, form automation transforms everything from IT requests and HR changes to loan overrides and vendor approvals. It increases visibility, tracks status in real-time, and ensures the right steps are followed - every time.
Why It Matters
Paper and email-based forms are slow, hard to track, and prone to errors. Automated forms improve efficiency and compliance by routing requests based on logic, enforcing required fields, and keeping an audit trail of who submitted what - and when.
Examples of Form Automation
- Employee change requests routed to HR and Payroll
- Loan policy exceptions requiring manager approval
- Facilities tickets automatically assigned to the right branch
- New hire checklists triggered by form submission
How SimplifyIT Helps
- Custom forms with dynamic fields and routing rules
- Support for approval workflows and role-based visibility
- Status tracking and email notifications for each step
- Built-in reporting and export tools
Explore how SimplifyIT automates forms and approvals