Streamline and Automate Business Resources

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E-Forms & Workflows 2017-09-28T11:05:07-07:00

Our Financial Intranet provides easy access to create, manage and automate online E-forms & Workflows. Moving these paper-based practices online has saved our bank, credit union and financial firm customers in time, expenses and resources year-over-year.

Enabling your IT department the ability to delegate the creation and management of E-Forms & Workflows to the departments that own these documents and procedures puts these easy-to-use tools in the hands of those that use them most, freeing up your IT team to work on more pressing technical issues. See how easy it is to connect, collaborate and create with a FREE 21-Day Financial Intranet Software Trial from Intranet Connections.

Financial Intranet Software Demo

Online Forms & Workflows

Financial Intranet Publishing Workflows

Easily build multi-stage approval workflows to streamline content creation, editing and publishing on your Financial Intranet.

Intranet Connections eForms

Creating Online Forms is simple with the ability to clone existing forms and drag-an-drop new fields on your Financial Intranet.

Intranet Connections Workflows and Routing

Automate form workflows by adding approval stages with approval managers and enabling triggers based on pre-approval parameters.

Pre-Built Online Financial Forms

Our Financial Intranet has a pre-built Financial Forms to help streamline your member service interactions. By putting frequently used, paper-based forms at the fingertips of your front-line staff it provides them an opportunity to focus on strengthening member relationships rather than searching for the correct form. Our pre-built Financial Mega Menus empower your employees to find the right E-form off the first click on your intranet. E-forms and workflows are incredibly powerful tools that improve productivity and efficiency.

credit union intranet webinar

WEBINAR: Inspiring Credit Union Intranets

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Financial Intranet Software Testimonial

“Our time-cost savings since moving to Intranet Connections is incalculable for us. We have eliminated sending 15 to 20 company-wide emails daily and avoided recreating well over 850 documents on our intranet.
Talk about cost savings!”

Ryan Sonnenberg

PIMA Federal Credit Union