Internal PDFs Are Holding You Back
PDFs were meant for fixed-format documents - not dynamic internal processes. But at many banks and credit unions, PDF forms are still used for onboarding, requests, and compliance workflows that need real tracking and follow-up.
Where PDFs Fail Internally
- They can't send reminders or alerts
- No built-in tracking or dashboards
- Old versions can linger on shared drives
- Manual steps required to route or archive
Replace Them with Forms that Work
Our form builder replaces outdated PDFs with live forms that automatically route, notify, and store submissions - all inside your intranet.
- Build custom forms in minutes
- Route submissions based on role, branch, or department
- Trigger alerts, approvals, or follow-up tickets
- Track all activity in real-time dashboards
