The Forms Automation Software
Start Your Organization’s Digital Transformation Journey with iDoc
• Configurable Digital Form and Approval Platform
• Bringing Business Process Automation at Your Fingertips
iDoc Powered By
Crest Business Solutions Sdn Bhd
Document Control, Forms Automation, Approval and Workflow Solution
Intranet Dashboards Reports Notifications Mobile View My Task Workflow & Approval
Employee
E-Form Forms
Templates
Employee Self Service
PersonalTemplates
Document Details Document Control EDMS and
User Permissions based on and Approval Document Filing
Document Details
Family Generation Forms, Type of Application,
Department, Company Applied
BankManagement
User Information
Training Request Approval Level: Users request E-Forms and Correspondence
Categories, Types
can be configured up to 8 levels Approval Management
Leave Request
Document Numbering of approval based on there
permissions
Employee
Request Records
Management
Single Page, Responsive UI, User
Claims
Approval Flow Management friendly Transmittal Item Requisition
Stationery Request
Inventory Highly Configurable
Multi Company
The iDoc Digital Forms allows organizations centrally manage request submissions
via pdf fillable forms. Streamlines, tracks and govern the process of approval based
on the delegation of authority.
Requestor Submit Send approved requests to
Reviewers Verify Managers Approve
Form action party
➢ Select the Form Templates
➢ Download latest form.
➢ Fill the PDF form, sign and save local copy
➢ Fill the summary, attach signed form with Supporting Documents and Justification
➢ Submit your Request.
➢ Track your approval requests.
➢ Timely Reminders and email notification for Approvers
➢ Summarized view for Approvers to track Pending Requests
➢ Forward Approval to Action Party
➢ Publish and manage forms securely within your office 365.
➢ Easily handle complex approval and sign offs. Distribute and trigger workflows as
per defined user matrix.
➢ Track and Analyze Approval Progress.
➢ Automatically populate latest form templates.
➢ Quick access to information to resolve disputes.
➢ Comply with your ISO and Quality Standards.
➢ Authenticate and sign forms without paper.
➢ Audit Trail and Request History.
o Download to pdf in your company defined format.
o Trusted Audit Trail = Fewer Disputes
➢ Analyze and Manage Submissions.
➢ Common Data environment = Single Source of Truth.
➢ Linked documents – access to linked documents related to submission – upcoming.
Lower Costs
• We offer value and saves money.
• Retain look and feel of official forms.
• Meet regulatory requirement for forms layout.
• Eliminate forms printing, distribution, and inventory expenses.
• Electronic filing is faster and more efficient.
• Never loose or misplace approval information.
• Measure monitor and track using Power BI on the Submission and Submission Data.
Industry Use Cases
• Accounting: Use for Payment Requisition, Purchase Orders Requisition, Expense Reimbursement, Capital
Expenditure Requests, Mileage Reimbursement, Monthly Claim Form, Petty Cash Request
• Human Resources: Use for Position Changes, Manpower Requisition, Training Requisition, Performance
Appraisal Form, Leave, Vacation Requests, Time Sheets, Outstation Trip Request, Employee Reviews.
• Engineering: Service Requisition, Equipment Commissioning, Maintenance, Assessment, Material Requisition,
Receiving Inspection, Use for Defect Tracking, Engineering Change Orders, Product Enhancement Requests.
• Projects: Project Costing, Progress Reporting, Manpower Daily Reporting, Internal Job Order, Lifting Permit,
Material Traceability, Breakdown Maintenance etc
• Quality Control: SOP, ISO Creation and Approval, Change Control, Inspection
• Manufacturing: Use for Employee Training Certification, Safety Inspections, Document Change Requests, Quality
Assurance Variances.
• Design: Drawing Request form, Design Change Notification
• Customer Service: Use for Survey forms, Customer Warranty Requests, Requests for customer service, incident
reports.
• IT: Laptop, System and Application Access requests
• Others: Minutes of Meeting, Circulars, Reporting & Submissions etc
Flowchart
Source for
Form Fill PDF Submit Approved Reports and
Creation of Approver
Submission Form Request Requests Analytics
Requests
Submit the
PDF Fillable Review, Verify Download Audit
Email SharePoint Request for Excel
Form and Approve Trail in PDF
Approval
Upload Track the Export all
Shared Folder Power Apps Supporting Approval Up to 8+ Levels Approvals to Power BI
Document Progress Excel
Approved Forms
Collaborative Mobile Detail Email Easily Javascript
Excel report via
Document * Upcoming Notifications Configurable Charts
OCR
Configurable
Grid view
Labels
SOME OF OUR CUSTOMERS
Our Property:
Unit 6,
11-3-6, Danau Desa Business Center,
Jalan 4/109f, Taman Danau Desa,
58100 Kuala Lumpur
MSC Office in Cyberjaya
• Office Space: 3000 Sft
• Current capacity: 50 seats
• Can expand upto: 70 seats
• Meeting Room: 2
• Wifi – Fibre /100m
AWARDS AND ACCREDITATIONS
https://crestsolution.com.my/about-crest-business-solutions-sdn-bhd-malaysia/awards-and-accreditations.html
THANK
YOU
