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Package - Request forms

  • With the TreeINFO package for SharePoint, you can start creating and processing request forms within 5 days of purchasing the package.
  • An open solution you can customize and expand.

Complete creation and automated processing of request forms

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How to get the package

  • Contact our consultant
  • Get information and a quotation
  • Install the software with our support
  • Make the most out of its benefits immediately

The application covers five types of request forms:

  • Approval and settlement of business trips
  • Requests to fill vacancies
  • Approval of borrowing company cars
  • Approval of training
  • Approval of new suppliers

Key features of the package TreeINFO for SharePoint – Request forms:

  • Simple and clearly organised forms for creating requests
  • Approval processes for different types of request forms defined in the approval matrix
  • E-mail notifications of assigned tasks
  • Summary of tasks, or requests to approve on the application homepage
  • Instant summary of users’ own requests
  • Easy search of requests by type or requester

Easy creation of requests

All types of request forms are created in one place by clicking on the button of the given request. Unified and clear forms with pre-filled data and data check ensure rapid and correct creation of requests and automatic start of the approval process.

Fast approval

The Approver checklist provides information important for decision-making. This list contains all requests waiting for approval by the specified user. Users receive email notifications when tasks and request form approval or processing requests are assigned to them. The email contains a link that opens the request form and options for completing the task. The steps of the approval process can be easily set in the request form or using rules in the configuration matrix.

Overview and easy search

By default, the application homepage shows a summary of all requests of the user including their current state. Users can also use the search form and easily find a Request form based on specified parameters (e.g. type of request form, status, requester, etc.). Search results can be refined using filters. All steps of processing request forms (approval date, approver) are recorded in a clear table of Workflow history. This table is a part of the Request form and provides a complete audit track.

Technical requirements

The package is based on Microsoft SharePoint and the application extension TreeINFO for SharePoint.

Supported platforms: Microsoft SharePoint Foundation 2013, Microsoft SharePoint Server 2013, Microsoft SharePoint Server 2016, Microsoft SharePoint 2019, Microsoft Office 365 (SharePoint Online).

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