Create, manage, and track workflows with digital forms

Using a forms app makes data collection exponentially easier than a traditional pen and paper method. Digital forms can include checklists, reports, requests, and more. A forms app keeps all these documents in one digital location eliminating time-wasting filing and the physical space those forms would otherwise take up. In addition, a good forms app, such as Connecteam, will back up all digital forms, guarding you against data loss. Finding a digital form couldn’t be easier using Connecteam’s handy search function.

Yes. For businesses using Connecteam’s Small Business Plan, the Digital Forms feature is 100% free for up to 10 users. If you have more than 10 users, you’ll still get a 14-day free trial to see if Connecteam’s Digital Forms is right for you and your team. When the free trial ends, you can opt for the limited plan (which is free forever), or you can upgrade to a premium plan to get advanced functionality.

Connecteam’s Digital Forms app is a breeze to set up and use. Managers can create their own digital forms or use premade templates. You can use the forms app to create digital checklists, incident reports, or even confirmation that an employee has read company changes.

Managers using Connecteam’s Digital Forms can: 

• Automate information gathering 
• Keep digital records of acquired information
• Require actions, such as signatures or photo uploads 
• Notify employees of missing forms
• Approve or reject employee forms
• Receive notifications when employees check off items, sign documents, or upload a form
• Easily find the exact form needed using the search bar
• Export forms as PDF files or to Excel 
• Communicate with employees without ever leaving the form 
• Fully customize forms to fit the needs of the company
• Give employee feedback regarding a form they submitted 

Employees can: 

• Fill out and upload forms from their mobile device 
• Alter forms that were not approved 
• Receive notifications regarding the status of submitted forms

• Operational checklists – safety checklists, opening checklists, etc. 
• Report workflows – incident reports, accident reports, etc. 
• Inspection reports – health inspection, performance audits, etc. 
• Read and sign workflows – uniform policy, daily COVID health declaration, etc. 
• Ticketing – opening a maintenance ticket, reimbursement form, etc.