Creating your own forms, filling them in on-line and archiving them.
The forms module allows you to create an electronic form, fill it in and store it electronically. If necessary, the application automatically monitors whether the form has been completed by the deadline and sends notifications to relevant users about the need to complete the form.
Design any form to perfectly match your company's needs with a rich palette of field types — text, number, date, time, selectbox, Yes/No toggle, files, photos, and links to CRM contacts, orders, or specific users. The visual drag-and-drop designer lets you build your form layout without a single line of code, so a new record type can be up and running in minutes. Forms can also include nested tables (a form within a form) for dynamic row lists such as delivery items or checklists. Automatic generation of serial and production numbers in the format PREFIX + year + sequence covers even the most demanding tracking requirements.
For every date field, configure how many days in advance the system should automatically send an e-mail notification — and to whom. The responsible person, manager, or entire team receives a timely alert so no deadline slips through the cracks. Recipient settings are fully individual: notify a specific employee, a group, or any e-mail address. Deadlines are clearly visible directly in the record list, giving you an instant status overview at a glance so managers always stay on top of upcoming obligations across the entire company.
Forms do not have to be filled in only by employees. Every form can be shared via a public link through which customers, suppliers, or job applicants can submit a request, feedback, or order — without needing to log into the system. Submitted data is instantly saved into the corresponding form in eIntranet and made available to your staff for processing. A shared form can be activated in under a minute, eliminating the need to send cumbersome e-mail attachments or manage paper documents from external parties.
Work efficiently with large volumes of data: edit multiple records at once via bulk editing directly in the table view, or import existing data from XLSX files with a single click. Export completed records to Excel at any time for reports, analysis, or archiving. This allows you to seamlessly migrate from existing spreadsheet-based processes while gaining a full-featured database system with advanced search, filtering, and an audit trail — all without involving your IT department.
Set access rights at the level of an entire form or individual fields: who may fill in, who may edit, and who may only read. Sensitive information remains visible only to authorised users, ensuring security and compliance with company policies and GDPR. Every record change is logged in the audit trail — you always know who changed what and when. Forms can be printed or shared internally with a single click and exported to PDF or Excel for archiving and reporting.
What you can use the Forms module for
- Digitising any company process without programming — checklists, requests, protocols, employee assessments
- Collecting data from external parties (customers, suppliers, applicants) via a public shared link without login
- Automatic deadline monitoring with individual e-mail notifications for responsible persons
- Linking records to CRM contacts, orders, and employees for complete contextual overview
- Importing existing spreadsheet data and exporting completed records back to XLSX for reporting
- Auto-generating serial numbers, granular permissions, and a full audit trail of every change
Help/Wiki for this module can be found at: https://wiki.eintranet.net/en/modul/40/forms
Replace paper forms and spreadsheets with a single tool
The Forms module in eIntranet lets you digitise any business process without writing a single line of code. With a visual drag-and-drop designer, automatic deadline e-mail alerts, public shared links for customers and suppliers, and full integration with CRM, orders, and other modules, you get structured data with an audit trail accessible from anywhere. Try eIntranet for free and stop managing forms over e-mail and on paper.
Custom electronic forms – a fast and reliable tool that lets you Create, fill out, and archive forms directly within eIntranet.net. Tailored exactly to your company processes, you can configure fields, rules, and deadlines, eliminating paperwork and speeding up data collection.
- Field configuration based on company needs – define input types (text, number, date) and mandatory items so they match specific workflows.
- Automatic deadline tracking – the system monitors due dates and immediately notifies responsible users if a delay occurs.
- Alerts for incomplete forms – email or internal notifications ensure no request goes unanswered.
- Electronic archiving – all completed forms are securely stored in cloud storage with quick search and export options.
- Integration with other ERP modules – data from the forms automatically links to CRM, HR, or accounting, saving time and eliminating manual entry.
Simplify information collection, reduce administrative costs, and ensure deadlines are met – try the electronic form module in eIntranet.net today!