V:Forms

V:Forms is a digital forms solution offered by Velrada that aims to streamline and automate business processes by replacing paper-based forms with electronic forms that can be accessed and completed on various devices. According to the vendor, V:Forms is suitable for companies of all sizes, ranging from small businesses to large enterprises, and it is utilized by professionals in various industries and professions including field service, facilities management, health and aged care, retail and consumer, and the public sector.

Key Features

Digital Forms Creation: According to the vendor, V:Forms allows users to create custom digital forms using a drag-and-drop interface. Users can add various form elements such as text fields, checkboxes, dropdown menus, and date pickers. The forms can be customized with branding elements, logos, and colors to match the company's visual identity. Conditional logic can be applied to the forms, enabling dynamic display of fields based on user input.

Mobile Accessibility: V:Forms is accessible on mobile devices, including smartphones and tablets, allowing users to complete forms on the go. The mobile app provides offline functionality, according to the vendor, enabling users to fill out forms even when there is no internet connection. Users can capture photos, scan barcodes, and use GPS location services within the forms to enhance data collection.

Workflow Automation: V:Forms offers workflow automation capabilities, according to the vendor, to streamline form approval processes. Users can define workflows with multiple approval stages, assigning specific users or roles to review and approve forms. Notifications and reminders can be set up to ensure timely completion of form approvals. The status of forms can be tracked in real-time, providing visibility into the progress of each form in the workflow.

Data Integration: According to the vendor, V:Forms integrates with existing business systems and databases, enabling seamless data transfer and synchronization. Data entered in the forms can be automatically synced with backend systems, eliminating the need for manual data entry. Integration with CRM systems allows for capturing customer information directly from the forms. APIs and connectors are available to facilitate integration with popular platforms such as Microsoft Dynamics 365 and SharePoint.

Analytics and Reporting: V:Forms provides analytics and reporting capabilities, according to the vendor, to gain insights from form data. Users can generate visual dashboards and reports to analyze form submission trends, completion rates, and other key metrics. Advanced analytics features, such as data segmentation and filtering, enable deeper analysis of form data. Reports can be exported in various formats, including PDF and Excel, for further analysis or sharing with stakeholders.

Security and Compliance: According to the vendor, V:Forms ensures data security and compliance with industry standards. User access controls and permissions can be configured to restrict form access and editing rights. Forms and form data are encrypted to protect sensitive information. Compliance features, such as audit trails and data retention policies, help meet regulatory requirements.

Integration with Digital Signatures: According to the vendor, V:Forms supports integration with digital signature solutions, allowing users to sign forms electronically. Digital signatures provide a secure and legally binding way to authenticate form submissions. Users can add signature fields to forms, and recipients can sign using their mouse, touch screen, or stylus. Signed forms are stored securely and can be accessed for verification or audit purposes.

Offline Form Syncing: V:Forms enables offline form syncing, according to the vendor, allowing users to fill out forms even without an internet connection. When the device reconnects to the internet, the completed forms are automatically synced with the server. This feature ensures that users can continue working on forms regardless of their location or connectivity.

Customizable Form Workflows: According to the vendor, V:Forms allows users to create custom workflows for form submissions. Users can define approval stages, assign approvers, and set up conditional actions based on form data. Workflows can be tailored to match the organization's specific processes and requirements. Automated notifications and reminders can be configured to keep stakeholders informed throughout the workflow.

Data Validation and Error Checking: V:Forms provides data validation and error checking functionalities, according to the vendor, to ensure data accuracy. Users can set up validation rules to enforce data format, required fields, and other validation criteria. Real-time error checking alerts users to any inconsistencies or missing information before submitting the form. This feature helps improve data quality and reduces the need for manual data cleansing.