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Example Page Layouts and Designs for Your E-Forms & Workflow Portal

Example Layouts and Designs

What kind of information you put on the menu and pages are entirely up to you – you have all the tools readily available to you – using our menu builder and powerful pages application with multiple drag-and-drop components. You might need to summarize all the e-forms and workflows relevant to a department, initiative, or project, or you might require a simple page for a particular process and a status list of requests that the team is currently processing for your chosen design.

Using our embed component you might want to share an explanatory video and provide a link to requests for further information.

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Form Home Page or Dashboard

Important processes may benefit from their own individual page in the portal – relevant and helpful content might be:

Text to explain this individual process

A video component for further guidance

A button to start the process

A relevant image

A form dashboard

A button to start a request in the process

For each form dashboard, you can use any of our 7 workflow components to summarize the current status of all or some of the requests in that process. Each component serves a different purpose and will supply different information according to the component settings.

Dashboard: Charts and graphs based on ticket statuses

Form list: List of InfoCapture forms

Handler: Tracking top ticket handlers.

Open items: List of InfoCapture tickets pending action.

SLA: Number of InfoCapture tickets based on SLAs.

Tickets List: List of InfoCapture tickets

Departmental/Subject Forms Page

Depending on your needs you may find it helpful to group similar online forms together on departmental or subject areas – for example, you could group all HR processes together and provide access and information on a dedicated HR process page.

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A page about a specific category automatically includes all forms tagged accordingly.

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Relevant knowledge base articles from that category in the Knowledge Base application.

You might also supply a list of relevant people to contact in that department or subject area.

By grouping related processes on an informative page, users can be made aware of all available online forms and workflows that relate to that area of the business.

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