Features
Electronic Forms
Complete forms on the web or mobile device
Standard or custom document template is created automatically by the system when forms are submitted.
- All web browsers supported
- Basic app for iOS, Android and Windows Phone
- Pro app for Android (iOS coming Q3 2016)
- All forms are shown the same for users in a Wizard like format
- Forms include custom and data driven pick lists, combo boxes, radio lists, text boxes, multiline text boxes, numeric text boxes, signatures, images (with photo capture when used in pro Mobile App), and documents
- Forms may also include nested data grids which may be used to support complex forms that require tables of data such as invoicing, work orders, timecards etc…
Standard or custom document template is created automatically by the system when forms are submitted.
Document Control
- Upload and classify any file type
- Documents can be submitted for review and approval workflows out of the box, custom workflows can be developed if required
- Document QR codes may be printed on reports or labels for easy access in the field by scanning the code from any smartphone
- Documents organized in libraries and in terms you define for your business such as customers, departments, categories, subjects, manufacturers, models, equipment items, etc..
- For documents that change, the system keeps old versions automatically
- Versioning and auditing features for documents and forms are designed to comply with rigid ANSI standards
- Document control features are design to meet ISO 9001:2008 requirements for a document control system, a standard frequently required to meet industry certification and accreditation
- Document ownership features promote information governance and best practices for records management within organizations.
Task Management
- Schedule and administer operational tasks for locations, departments, employees, equipment and inventory from a single system
- Assign various tasks to users such as to-do items, complete forms, upload documentation, review and approval documentation, and more.
- Complete tasks online or from email with integrated support for guest registration for your customers.
- View task lists and calendars by customer, job, assignee and status
Reporting
- Interactive charts and graphs can be used to present KPIs, trends and other information in a meaningful way
- Pixel perfect, Printable reports can pull data from form results and other data sources to streamline business process and make decisions
- Reports can be configured by an administrator to distribute as PDF to other system users on a schedule.
- Custom reports are developed T&M by eLock Doc Professionals
- Reporting SDK is available for companies that want to create their own reports.
Development
The system is multi-tenant
- Tenants can brand their instance with a logo and custom URL
- Tenants have full control over all companies data, accounts and configuration
- Options for white labeling and dedicated hosting exist for large tenants
- Access to the Form Builder and reporting SDK
- Access to configure shared dictionaries and data to suite the needs of their customers
- Features to provide applications support for customers who purchase their solutions
- Access to eCommerce engine to sell their integrated solutions and services through the eLock Doc store.
- Solutions are purchased from the store by customers directly and installed automatically
- Affiliate commission program
