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Custom Forms

SYMPHONY TEMPLATES

Ready-made solutions to orchestrate your entire business

Get started today with any of our prebuilt business process templates based on industry best practices.

Employee Recognition

Submit, track and approve employee recognition from managers through to human resources.
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Visitor Pass Request

Help your team submit and track visitor pass requests quickly and easily.
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Travel Request

Quickly and easily submit and track travel requests.
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Request for Office Supplies

Request and review purchases of new office supplies so productivity doesn't suffer for lack of equipment and supplies.
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Suggestion Box

Workflows to encourage, track and respond to suggestions.
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Web Content Request

New marketing assets requires resource scheduling, collaboration, review and edits , and vendor coordination.
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Business Card Request

Workflow to keep everyone in the loop in business card requests and edits.
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Mileage Reimbursement

Track, submit and approve mileage reimbursement based on logs and trip data.
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Expense Reporting

Submit, track and approve all business expenses in a simple workflow.
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Employee Exit Interview

Route interview information, conduct interviews and track all steps and data.
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Incident Report

Ensure that reports and responses are made in a timely fashion and all investigations of incidents are tracked and follow your corporate guidance rules.
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New Hire Offer Letter

Manage the process from new hire offer letter creation, to routing, approvals and acknowledgements.
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Self Evaluation – Performance Appraisal

Provide a standard form for self evaluation and route to managers for further discussions and additions along with review and signatures.
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Job Applicant Screening

Workflow from application to screening and beyond with all appropriate managers and governance rules
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Job Interview Results

Gather and route interview notes and keep track of them for human resources.
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Employee Education – Preapproval

Manage requests for courses, approvals from managers, requests for more information, reimbursement tracking and more.
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Basic PTO Request

Proper routing, alerts and notifications for paid time off.
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Sales Pricing Discount Request

Close deals faster and prevent competitive shopping of price rates by accelerating and automating approvals, price changes and decision work flows.
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Contract Review and Approval

Keep your contract review process on-track and in line with your approval rules.
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Book Meeting Room

Go beyond simple calendars to review overlapping needs, outside notifications and conflict resolution.
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Maintenance Requests

Facilitate your entire maintenance process including third-party vendors and tracking approvals and payments.
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Company Vehicle Use

Track usage in real time, initiating trips, counting mileage, recording destinations and more from anywhere.
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Employee Offboarding

Follow the right procedures in a timely fashion while saving hours of time for your HR staff.
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Employee Onboarding

Reduce the amount of time onboarding new employees and make sure that all of your rules and processes were kept in place during the process.
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Purchase Request and Approval

PO workflow for greater efficiency, timely responses and cost control.
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AP Invoice Processing and Approval

Save time, money and increase your payment accuracy right out of the box.
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Document Management - Symphony by Paperwise

A Solution and a Team

Experience the complete business solution with Paperwise Symphony. Our platform offers everything you need to streamline your workflows, boost productivity and maximize efficiency. When you choose Paperwise Symphony, you also gain access to our experienced team of developers, workflow specialists, cybersecurity analysts, integration specialists, network engineers, business process management experts, and technical support professionals. We work closely with you to understand your unique business requirements and help you achieve your goals. From developing custom solutions to providing ongoing technical support, our team is dedicated to realizing your vision. Experience the power of Paperwise Symphony and let our experts help take your business to new heights

Run your business your way

Get started today with all the tools and team you need. Paperwise Symphony is a total solution and you get all of these benefits in more with your cost-effective platform fee.

Process Automation Team

Your on-call team of experts in workflow, business process, development, security and more.

Workflow Tools

Create and connect your software, people, workflows, collaboration and communication.

Dashboards

See exactly what you need to know about status, timelines, workloads and quickly make informed decisions.

Document Management

Put your content to work for you  by automatically acquiring, digitizing, indexing, sorting and matching  your content.

Integrations and REST API

Reduce manual data lookup, entry and improve data validation with management system integrations.

Forms and Links

Collaborate with people inside and outside of your four walls – surveys, registrations, applications and more.

Intelligent Capture

Acquire content from any source, automatically extract data, index documents.

Rules Engine

Ensure your team follows your business processes with maximal efficiency and minimal errors.

Collated Output

Collate packets of documents automatically based on any number of data elements you collect and index.

Synchronize with Symphony

Orchestrating business processes is like synchronizing a Symphony – it requires coordination, attention to detail, and a shared vision for a successful outcome.

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