Purchase Order Definition and Process Flow

Purchase Order Definition and Process Flow You pick your order, the seller delivers it, and your payment is transferred. Typically, that’s how purchases work for individual consumers. It gets complicated for businesses however, as companies often need to purchase large

7 Workflow Software For Business Process Automation

7 Workflow Software For Business Process Automation You’ve probably heard about workflows before, and how they are great for automating your business. So in this blog, we’ll share how you can turn your workflow ideas into reality, with the help of a

Forma – What’s New: Our Latest Templates, Digital Payment in Forms and more

Forma – What’s New: Our Latest Templates, Digital Payment in Forms and more This week, we’ve had some exciting new updates. Check them out: 1. New Forma Website Noticed anything different lately? We’re talking about the elephant in the room

Workflow Automation: How It Works With Examples

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9 Workflow Examples For Every Business

9 Workflow Examples For Every Business Looking to automate your business with workflows? Automation aside, designing the workflow can be pretty challenging in itself. There are just so many factors to consider – how should you sequence the tasks in a process?

Kickstart HR Automation with These 5 Processes

Kickstart HR Automation with these 5 Processes Even if you don’t have a Human Resource (HR) department, HR processes are a necessity for every company. The overall responsibility of HR is to oversee employee matters, which can contribute to employee

Forma – What’s New: Customise Approval Emails, Simplify User Onboarding and more

Forma – What’s New: Customise Approval Emails, Simplify User Onboarding and more Welcome back to another round of Forma’s product updates. This time, we’ve made enhancements to form sharing, approval emails and more. 1. Customise Approval Emails It’s about time

What is a workflow? Definition with Examples

What is a Workflow? Definition with Examples Productivity, efficiency, and accelerated growth. Are any of these what you’re seeking to achieve for your company? If yes, you’ve come to the right place. You might have heard that companies these days

Forma – What’s New: Create Digital Documents with New PDF File Generator Plugin

Yet again, we’ve rolled out new features and enhancements this week to help you boost your business. Without further ado, let’s dive in! New Plugin: PDF File Generator Sometimes, notifying users about an approved claim, leave or order isn’t enough.

Forma – What’s new: Approval Page/Details & Send Calendar Invite Plugin Improvement, Bug Fixes, PDF File Generator & Stripe Payment (Coming Soon) (17th May 2021)

1. Improvement – Approval Page/Details Previously, when an approval plugin is added in the process, the respective Approving Manager selected in the process will receive an email to review the application. We felt that it may be better for our