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.
Build an electronic form around exactly what you need to track. Choose from more than fifteen field types – text, numbers, dates, drop-down lists, file uploads, even links to CRM or projects. No compromises with a fixed template.
For every field you decide whether it is mandatory, who may view and edit it, and whether its value appears in the overview table. Permissions work at both the whole-form and the individual-field level.
Enter a date and how many days ahead to alert. The application e-mails the chosen people before the deadline passes. Set the reminder globally for the form or individually for each record.
Every completed record stays stored together with a complete change history – who edited what and when. Deleted records are never lost; find them under Deleted and restore them whenever needed.
What you can use the forms module for
-
Checklists and protocols
Inspections, stock counts, handover protocols, evaluations – anything you record on paper today becomes a structured online entry.
-
Alerts for unfilled forms
For forms with mandatory completion the system watches who has not responded yet and sends the reminder itself. You don't have to chase deadlines by hand.
-
Bulk editing of records
Tick several rows and change the same field across all of them at once – a status or a responsible person, say. A real time-saver for large datasets.
-
Import from Excel
Load existing data from an XLSX file. Map the columns to form fields in the dialog and the application creates the records for you.
-
Export, printing and module links
Download the table to Excel with active filters, or print a record. A field can point to a company in CRM, a project or an eIntranet user.
Help/Wiki for this module can be found at: https://wiki.eintranet.net/en/modul/40/forms
Why keep company forms in eIntranet
One module replaces dozens of paper templates and scattered spreadsheets. Your data sits in one place, with clear permissions and deadline tracking. Set it up once and from then on you simply fill it in.
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!