All feature modules INSIGHT
Documents, Forms & Reporting
Store important files, collect information properly, and make reporting easier to pull and easier to trust.
Discuss this moduleTHE PROBLEM IT SOLVES
Less friction in everyday work.
Paper forms and disconnected documents mean information is entered twice and difficult to report on.
DAY-TO-DAY USE
A clearer way to work.
- Documents linked to the relevant record
- Forms builder for structured information capture
- Reports using connected operational records
Capabilities, access and connections are scoped for your project. Integrations depend on technical access and provider support.
Reporting from connected records.
Actual Workbie Version 2 interface in an example configuration; this is not a demonstration of every capability in this module.
Menus, modules and records vary by customer and project. The records shown are not customer result claims.
Relevant industries
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