Paper-based forms are slow, cumbersome, and difficult to track or organize. They often lead to misplaced information, delayed approvals, and extra manual work just to move a process forward. Web forms eliminate those challenges by replacing paper with a streamlined digital workflow that captures, routes, and stores information automatically. With built-in validation, instant notifications, and secure storage, web forms make it easy for teams to collect accurate data, reduce administrative effort, and keep operations running smoothly, no printing, scanning, or filing required.

Why Web Forms Matter

  • You eliminate manual form handling (printing, routing, scanning).
  • Data is entered directly, reducing re-typing and errors. The Web Forms feature enables internal and external data capture, and kicks off automated workflows for review/approval.
  • Any paper document can be converted: HR forms, government permits and licenses, higher-ed applications, claims, AP invoices, secure financial forms and more.
  • With Web Forms you gain speed, accountability and flexibility for your document process.

What You Get With Recordsforce’s Web Forms

No Code & Easy Implementation
You don’t need to build complex solutions. The web-form builder is drag-and-drop, letting you reproduce any paper form digitally, complete with uploads, views of existing documents, and collaboration features.

Simple Form Creation
Inside the builder you can:

  • Quickly view information
  • Enter additional data
  • Upload documents
  • View existing documents
  • Collaborate with others

Security You Can Trust
Your data is protected. Recordsforce operates within a secure, certified facility (SSAE-18 SOC II compliance and more). 

Where Web Forms Make Impact

Here are just a few use-cases where you’ll see real benefit:

  • Human Resources: Employment applications, time-sheets, access requests, employee reviews.
  • Government & Higher Education: Permits, licenses, registrations, financial aid applications, training reviews.
  • Claims / Insurance: Medical, dental, insurance claims forms.
  • Accounts Payable / Financial: Invoice submissions, expense reports, W9s, credit applications, secure sharing of sensitive information.

What this means for your business: less paper, faster turnaround, better audit trail, and workflows that start the moment the form is submitted, not after someone has to pick it up from the mailbox.

Key Benefits for Your Business

  • Speed: Forms get submitted, data captured, workflows triggered, all online, instantly.
  • Accountability: Every submission is tracked. No lost forms or un-tracked reams of paper.
  • Flexibility: You build or modify forms quickly as requirements change, no major IT project required.
  • Reduced Risk: Secure, compliant storage and data handling means you’re covered for audits, regulation, and privacy.
  • Cost Savings: Less printing, fewer manual steps, fewer stray mis-filed documents.

How to Get Started

  1. Identify your highest-volume or slowest paper form processes (HR, AP, claims, etc.) and reach out to Recordsforce to get started.
  2. Recordsforce will help you use the Web Forms builder to replicate those forms digitally.
  3. Configure workflows so submissions trigger review, routing, approvals or other action automatically.
  4. Roll-out to your users (internal and external). Train them to use the new system.
  5. Monitor metrics: submission times, approval times, error rates, cost per processed form (See how much the digital switch accelerates your business.)
  6. Continually optimize and adjust forms and workflows as your business evolves.

If you’re still using paper forms, you’re leaving time, money and control on the table. By using Recordsforce’s Web Forms you transition to a paperless, efficient, accountable process, one that gets your data into action faster and with less friction.

Ready to move your forms to the cloud? Let’s set up a demo.