Protea takes your current paper, or PDF forms and transforms them into intelligent, dynamic, digital versions by seamlessly integrating them into your dashboards and linking them directly to your databases.

When administrative staff, or individuals open a form through our secure dashboards, their current details are presented for editing and submission. This submission triggers the required workflow to be actioned.

Our forms ensure that validated data is captured accurately and efficiently, significantly reducing errors and maintaining consistency across your records. By automating the data capture and processing the workflow, Protea eliminates the need for administration intervention, saving valuable time and minimizing the risk of human error.

This transition from difficult to complete PDFs to intelligent, dynamic and automated forms represents a significant improvement in user experience and accuracy of data.

Example:

if onboarding a new member of staff, a single Protea enrolment form gathers the required data for all of your systems (HR, Payroll, Medical Plan, and Pension System).

An authorised, PDF version of your current ‘paper form is then displayed for downloading and signing (including e-signatures).