Features and
Build custom workflow solutions that connect to the tools you already use.
Form builder
From simple surveys to complex application forms. In just minutes, you can create the forms you need with easy-to-use form builder.
Drag & Drop Form Builder
WYSIWYG – Each form is unique in design and purpose. Itiner Platform form builder allows you to create what you actually need.
Form fields for any type of data
Create better forms with our rich set of configurable form fields: file uploads, numbers, text, dates, multi-select and single-select fields, signature, tables, lookup fields, approval fields and more.
Complete Secure Over Your Data
Data is secured and saved in an encrypted format. Easily set permissions (read/write/hidden). Choose who accesses what from your team in the collated data. Specify administrator rights to those who might need it and set rules & roles.
Signature field
Collect signatures on forms for approvals. The signature once signed will automatically be embedded in the PDF file to imply that this is the final version of the document and is now ready to be printed or shared with a client.
Remote Lookup fields
Lookup data on external systems or built-in internal masterdata and populate it on any form.
Repeating sections: Tables
Use Table sections inside form and setup calculation beetwen fields to create invoices, POs, expenses reports, time-sheets and any other process where you need to collect information in a table-like form.
Powerful workflow engine
No-code required with simple interface to create and manage workflows
Design quickly and intuitively
Model any business process or case in no time with the dynamic visual editor. Use no-code design and editing tools with drag-and-drop features to quickly define business workflows from simple checklists to complex operational processes and multi-steps approvals.
Complex conditional logic
You can set up even multi-level conditional rules (provided by Excel decision tables) that trigger different tasks, or paralel actions. Sequential and parallel process execution.
Automated task assignment
Assign tasks to user based on their role in a workflow (like a Starter, Key User, Manager), or a form selection or setup any logical simple or complex logical condition. Even you can handle vacation and custom delegation and substitution.
Dashboard
Gain real-time visibility into workflow runs and task completion with Dashboard. Easily view all your tasks from all workflows in one place. Your Inbox is updated in a real-time and organised by a tasks’ due date or a related workflows.
Dynamic deadlines
Support SLAs by setting deadlines in days, weeks or months counting from a previous task completion, a start of a process or even a process deadline. Use business calendar to automatically account for non-working days and holidays.
Vacation, substitution
The user can choose to assign the work to a different user if he is on vacation or away for a longer period of time.
Notifications
Trigger conditional email notifications whenever a new record is submitted or updated. You can include attachments to help keep all stakeholders in the loop.
Communication, chat
Discuss tasks right where the work happening, with all the users involved in a specific process. Leave comments to tasks, chat in real-time, attach files, images and documents.
Save & Resume
Make longer forms easier for users by enabling them to save their work and pick up where they left off or delegate to another users.
DMS & content service
Capture information from a broad range of sources, enabling automated import and indexing routines enable structured data entry without manual effort.
Single/Bulk scanning
Be it digital documents or manual papers, itiner Platform allows you to scan them, store and manage them easily online. Once you scan and upload your business documents into Itiner Platform, it stays there and can readily be searched.
Flexible search
Enter search terms or select keywords from drop-down lists, use wildcards and logical links, and search through a document‘s content as well as indexed metadata.
Data enrichment
Use data from other applications, database or excel to complete a document’s indexed metadata to ensure consistent taxonomy.
Barcode recognition
EAN, QR or postal codes: DocuWare recognizes a variety of bar codes, reads them and uses the information for document indexing.
OCR, full text search
In addition to structured index metadata, Itiner Platform creates a full-text record of all content for precise, customizable search queries.
Version control
Itiner Platform’s document versioning feature provides users with complete control over the lifecycle of their generated or uploaded documents. Each version is tracked and easily accessible, ensuring that every edit, update, or modification is recorded and retrievable.
Linked documents
Display related documents immediately.
Document designer
Generate documents from templates based on user input. No more manually creating customized documents. Improve compliance with pre-approved templates and language to create any combination of Word and PDF documents.
Drag and drop files
Allows you to quickly drag files from a Windows folder into Itiner, share and protect information, or start a workflow.
Encryption
Documents can be stored with encryption for maximum information protection. All data traffic is carried out through HTTPS with encryption, and access from outside the organization is protected by VPN.
Sophisticated permissions
Control what documents and metadata users can store, retrieve, edit, export, modify and remove from file cabinets.
Digital or physical stamps
Use digital stamps on the document or produce annotations without altering the original documents.