Smart Forms

From concept to design and implementation, you’re always in control.

Create any form you need in minutes. No programming required.

  • Simple drag and drop online form builder
  • Multiple form field types
  • Custom styles
  • Build conditional logic
  • Easy data integration
  • Define user access and permissions
  • Built-in e-signatures from Adobe Sign or DocuSign

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Smart Flow

Create and manage workflows for any business situation. Begin with a template or start from scratch and quickly save time and money across your organization.

  • Simple drag and drop interface
  • Integrated with forms
  • Easily build logic and rules
  • Define permissions and security at any point in the workflow
  • Create custom notifications and alerts
  • Publish workflows to any location even, your own sites
  • Track workflow process through all stages
  • Integrated e-signatures at any stage along the workflow process

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Smart Data

TAP’s workflows seamlessly integrate data from across your organization.

  • Create or upload data tables in Excel
  • Manage relationships between data fields
  • Manage data in forms and workflows to centralize transactions
  • Integrate across internal and external systems
  • Build conditional logic

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Smart Analytics

Audit trails that live forever. With TAP, every transaction is tracked and managed.

  • Transparency across any business process
  • Custom dashboards with drill-down capability
  • Real time data updates
  • Reports delivered to your inbox
  • Multiple chart types, reporting interfaces, and custom views
  • Data export for offline reviews

 

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Smart Signatures

Seamlessly create secure transactions using TAP’s integration with Adobe Sign and DocuSign.

  • Add eSignatures to any workflow stage
  • Initiate eSign actions and view signature status
  • Manage multiple signers
  • Sign documents anywhere, anytime

Call Us: 1-888-489-4284 Request a Demo