How It Works

1: Upload your current supplementary form

It can be in any digital format: PDF, microsoft word, excel, powerpoint or even images of your scanned hard copy version. (If you don’t already have a supplementary form, let us know and we can set you up with our default form to get started)

upload-your-form

2: We convert it into an online supplementary form

We take your current paper-based supplementary form and convert it into a branded online experience.

convert-pdf-and-existing-forms

3: We configure your applications workflow

With your guidance we configure your workflows to match you and your team’s existing business processes. With lite you can create application processing rules, checklists with multiple stages, application relative routes as well as review and approval processes that drive the application through to enrolment.

multiple-applications

4: Comprehensive Support 🙂

Whether it’s general support, technical issues or if you simply want to have a chat about application management best practices, our team is here to help.

support

Offering


  • E-mail Support
  • Instant Chat Support
  • Telephone Support
  • Account Manager
    (For Pro+ accounts only)

Common Questions

Q: How long is the contract once I sign up?

There are no contracts and you can cancel at any time

Q: How much is your set-up fee?

We do not charge a set-up fee if you are a new customer, simply signup and upload your form and we will set up your account.

Q: How long can I use the free account for?

You can use the free account for as long as we continue to offer it. Should the free package be withdrawn you will be notified and made aware well in advance. P.S. to make sure you stay abreast of any changes at our end please make sure you sign up with an e-mail address you check regularly.

Q: Can I change between plans at any time?

You can upgrade at any point and downgrade between monthly cycles.

Q: Can I arrange a call or a demo?

Yes you can, our account managers would be more than happy to call you and conduct an online demo at your convenience. Follow this link to book your free demo. Follow this link to book your free demo.

Q: What level of technical skills do I need to start using this solution?

You do not need any technical skills to be able to log in and process applications. The portal is both intuitive and simple with step by step guidance should you need it.

Q: Once set up how long does it take to be up and running

Once setup you can be up and running within 24 hours.

Q: When do I start paying once I subscribe to a paid account

Once we setup your organisation’s account, you will receive an e-mail with details on the various payment options we offer.

Q: Will my form look the same once converted to an online form?

Visually your form will be converted into a simplified elegant online form which typically comprises of questions and sections for applicants to complete and respond. Although the form may not look exactly like your submitted form, all the questions on your form will be clearly laid out for the applicant to complete.