FormaOnline

The future of smart digital forms starts here
The system that will save you time, errors, and dozens of work hours

An advanced system for building forms, questionnaires, and smart digital workflows, tailored for organizations of any size. With intuitive design, data source integration, digital signatures, and full automation – you control every step of the form.

Form Creation and Updating – Design and Branding

A management interface that provides full control over creating and updating forms, with a focus on a smooth user experience and design customization to organizational requirements. Easily build new forms using fixed templates designed for your organization. Form changes are done in real time, without disrupting users or risking existing data, while maintaining direct and convenient communication between the form manager and the content submitter — making the process efficient, precise, and easier than ever.

Segmentation and Permissions

Each form includes a permissions system that allows the form manager to easily define different access levels or permissions for each user or group, including control over entire sections or specific fields in the form according to organizational needs. Permissions and access to the form can change as the form moves through various workflow stages, allowing dynamic permission management and ensuring that users only see relevant information, with no exposure to unnecessary data.

Workflows and Automation

The system enables creation and management of smart workflows via a graphical flowchart tool combining actions and conditions tailored to forms. The entire process is done in the browser using drag & drop, with no additional development needed — turning any simple form into a smart, dynamic form fully adaptable to organizational needs, with flexible data retrieval and display and one-click conversion of workflow flowcharts into executable code. Additionally, workflows can be managed on forms while they are in process without disrupting the form or losing data.

Data Connections

Easy, fast, and dynamic connection of fields and components in the form to external data sources such as databases (Oracle SQL, Microsoft SQL), Excel files, REST services, SharePoint lists, Web Services, as well as leading ERP systems like SAP and Priority — all without additional development. Data from multiple sources can be combined simultaneously using commands like Inner Join, Union, and more, providing full flexibility for data retrieval and display directly within the system interface.

Personal Dashboard, Reports, and Centralized Monitoring

A centralized user dashboard consolidating all tasks such as signing or filling forms in process, as well as managing forms under their responsibility — including reports and a full status overview of all managed forms. Additionally, administrators have a supervisory screen enabling centralized management of all system aspects, stuck forms in process, recent emails, ranked form submitters, and more.

Additionally...

Secure Digital Signature

Secure digital signature with the user's personal certificate or a unified server/organizational certificate, directly from the workstation or as part of an automated workflow. The system supports recognized signature certificates such as ComSign, VeriSign, and more.

Accessible Digital Form – Anytime, Anywhere, Any Device

The system is web-based, with a fully responsive design adapted for all devices — desktops, laptops, tablets, and smartphones. Whether in the office, at home, or on the go, you can fill, sign, and process forms easily, quickly, and without special installations or dependency on the operating system.

Distribution and Delivery

Automatic distribution of forms to users based on customized triggers — by a predefined schedule or following an action in a workflow. Through database connections, requests to fill forms can be sent automatically according to segmentation, target groups, or business conditions. This streamlines organizational processes, saves valuable time, and ensures forms reach relevant recipients without manual intervention.