Key Features of the Blue Form

The Blue Form offers the following:

• Flexible Workflow (Multiple Approvers) with Graphical Interface
• Drag and Drop Form Designer
• Calculated Fields / Formulae
• Email Notification
• Support for File Attachments
• A Wide Range of Pre-Designed Form Templates
• Powerful Search Engine
• Reporting / Data Exports
• User Groups
• Secure 128 bit Encryption
• Free Unlimited Number of Users / Unlimited Number of Forms
• Personal Account Manager - 24 x 7 Support
• New Forms Being Developed are Always Completely Free!

Let’s take a look at these key features one by one:

Flexible Workflow (Multiple Approvers) with Graphical Interface

The Blue Form’s fundamental difference between other solutions is its flexible workflow system. Once a form is created, you must specify what the approval workflow will be for that form.

For example an expense form may need approval by a person's line manager and then again by the organisation's financial controller. The way you make the workflow work is entirely up to you, and is done effortlessly using a graphical interface, showing exactly what happens to a form once it has been filled-in.

Approvers may be either:

• a specific user
• any user from a specified group
• a specific user that is selected from a group each time it is filled-in

Drag and Drop Form Designer

The Blue Form has a state of the art form designer that allows users to create completely customisable forms using a feature-rich drag and drop interface. Until now, this level of interaction was only in the domain of thick-client applications.

Calculated Fields / Formulae

The Blue Form allows formula to be entered into text boxes in a form. For example, an expense form can automatically tally all the individual expenses into a total. Not only does the Blue Form allow formulae, but it provides a cutting-edge interface closely matching that in Microsoft Excel, allowing users to point and click on fields they want to reference as they are entering the formula.

Email Notification

Whenever action is required by a user to approve or review a form, an email is sent to them with a link to quickly take them to the form so that they may take action.

Support for Attachments

Files may be attached to forms whenever they are filled-in.

A Wide Range of Pre-Designed Form Templates

As well as a range of templates designed specifically for business, The Blue Form offers a range of templates catering specifically for the needs of schools and other educational institutions. Every template may be completely customised to meet individual needs.

Powerful Search Engine

The Blue Form’s powerful search engine allows all forms submitted to be searched upon, with the ability to search on a wide range of criteria and ensuring that forms submitted far in the past are still only a couple of clicks away.

Reporting / Data Exports

Using The Blue Form’s search engine, all data is available to be reported on and then may be exported in CSV format for later import into Microsoft Excel or your own applications.

User Groups

User Groups may be created, providing greater control when designing form workflows. For example, a ‘Marketing’ group may be created with all of the users working in marketing. Forms may then go to the ‘Marketing’ group as part of their workflow, rather than an individual user.

Secure 128 bit Encryption

All credit card payments are completely secure, as The Blue Form uses strong 128 bit encryption for all sensitive data.

Free Unlimited Number of Users / Unlimited Number of Forms

All The Blue Form plans are based on the number of forms actually filled-in, not the number of people using them or the number of forms designed. This means customers only pay for what they use, offering competitive prices for both large and small organisations alike.

Personal Account Manager - 24 x 7 Support

As part of some plans, The Blue Form offers customers a personal account manager (not a call-centre), providing 24 x 7 support; the piece of mind that somebody is always on hand to assist with any queries that arise.

New Forms Being Developed are Always Completely Free!

The Blue Form realises that while forms and workflows are being designed, many, many forms are submitted for testing and ensuring they work exactly as expected. Forms in this stage may be flagged as such, and submitting them will never cost a cent!