Smart Forms
Smart forms are dynamic intranet forms that adjust based on user input, enforce required fields, route submissions for approval, and automate common internal processes.
For banks and credit unions, smart forms streamline tasks like IT help requests, facility issues, HR changes, and loan review workflows. They reduce errors, standardize processes, and save time for both staff and approvers.
Why It Matters
- Eliminates paper forms and manual routing
- Ensures complete and accurate submissions
- Speeds up approvals with automatic notifications
- Improves consistency and audit-readiness across departments
How SimplifyIT Helps
Our platform includes built-in smart form functionality. Forms can be customized with logic rules, required fields, dynamic sections, and multistep approvals - no coding needed. Departments can create their own forms while keeping data secure and accessible.
See how Smart Forms and Approvals work in SimplifyIT