Capture information, trigger actions, and ensure every step gets completed.
Sound familiar?
Forms get filled in,
but nobody follows up
The information lands somewhere. What happens next is anyone's guess.
Important steps get missed
without anyone noticing
There's no system to ensure the right actions happen every time.
Processes live in people's heads,
not in systems
When someone leaves, the knowledge and the workflow go with them.
How it works
Design the information you need to capture — text fields, signatures, checklists, dropdowns, and more — exactly to your process.
Team members, clients, or contractors fill in the form from any device. Responses are logged and stored automatically.
Defined actions fire the moment a submission comes in — ensuring every next step gets assigned, tracked, and completed.
Use cases
Ensure every new starter completes the right documentation and triggers the right tasks from day one — no checklists to chase, no steps to miss.
Capture inspection results and automatically create follow-up actions for any findings — with a full audit trail of every submission.
Turn recurring procedures into structured, trackable workflows with built-in accountability — so nothing falls through the cracks.
Log site visits, capture evidence, and trigger remedial actions — all from the field, on any device, without needing to be back at a desk.
Features
Set expiry windows on forms. Know at a glance when a submission is overdue or lapsed — and who needs to act.
Embed standardised form sections inside other forms. Update once, reflect everywhere — no duplication, no drift.
Group forms by team, project, or process. Filter by validity status. Always know what's current and what's overdue.
Every response is logged and timestamped. Review, compare, and audit over time — with nothing ever lost.
Get in touch
Tell us a little about your team and what you're trying to solve — we'll be in touch to show you how Working Docs can help.
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