All your documents in one place, and up to date
Generate your documents from approved templates. Collect information by questionnaire. Get them signed electronically. Every file stays complete and easy to find.
One source of truth
Folders, categories and attributes: each document is filed once and found by everyone entitled to it.
Fewer email round trips
Questionnaires, approval workflows and deadline reminders replace a good share of manual follow-ups.
Complete files
The document, its attachments, its versions and its history live together, in the same folder.
What you actually do with Docform
The Docform features that address these needs, as they exist in the application.
Generated from your templates
Certificates, letters, agreements, service contracts: you fill in a few fields and Docform produces the complete document from the approved template.
- Fields and conditional clause blocks
- Bulk creation from an Excel file
- Formatting preserved from one document to the next
Information collected by questionnaire
A questionnaire sent to the third party or the employee gathers the information you need, with no attachment lost in an inbox.
- Questionnaire sent directly to the recipient
- Access secured by a code
- Document fields filled from the answers
Approvals and electronic signature
Approval workflows are set up without code: who approves, and in which mode. Once approved, the document goes out for built-in electronic signature and comes back signed, with its evidence file.
- Three approval modes, no development
- Electronic signature compliant with the eIDAS framework
- Signed document and evidence file kept
Filing, search and deadlines
The repository stores everything you produce and everything you import. You filter by category, status, counterparty or date, save your filters, and reminders go out before the deadline.
- Saved filters and a configurable dashboard
- Scanned PDFs made usable by OCR
- Deadline reminders and renewal tracking
Administrative work without a shared tool
Documents everywhere, missing information, approvals that are hard to follow.
Scattered documents
Inboxes, shared drives, binders: the same document exists in several versions, and nobody knows which one is authoritative.
Information that arrives late
Contact details, proofs, certificates: collection happens by chasing, file by file, and delays entire procedures.
Approvals nobody can follow
Who needs to sign, who has already approved, where is the file? Without a defined workflow, the answer has to be rebuilt every time.
What people ask us most
How do you centralize an organization’s administrative documents?
Each document lives in a repository folder, with its category, attributes and linked documents. Existing documents can be imported as PDFs, scanned ones included.
Can you collect information without exchanging emails?
Yes. A questionnaire is sent to the recipient, who accesses it with a secure code; their answers can fill in the document fields.
How do you get a document approved by several people?
You define a no-code approval workflow: the approvers and the mode (at least one approval, all, or all in order). Each approver is notified in turn, and progress stays visible.
Is Docform’s electronic signature compliant?
Docform includes an electronic signature compliant with the eIDAS framework. Signers are authenticated with a one-time code, and an evidence file is attached to the signed document.
How do you anticipate an administrative deadline?
Key dates are carried by the document. You schedule a reminder on the end date, a fixed date or an attribute, and follow them on the dashboard.
Who can see which documents?
Rights are set by role and by folder. A sensitive document is visible only to the people concerned, and changes are recorded.
Take back control of your administrative documents
A demo on centralizing your files and your approval workflows.