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Proformis was founded by Thomas L'Insa in 2013. The company offers a cloud-based solution for automated entity management, corporate governance, and compliance. Proformis focuses on simplifying regulatory compliance processes for companies and streamlining business operations through its platform .
To use Proformis, follow these steps:
Login: Access the Proformis tool using your credentials.
Dashboard: Upon login, you will see the dashboard displaying key features and options.
Create a New Form: Click on the "New Form" button to start creating a new form.
Design the Form: Use the intuitive drag-and-drop interface to design your form by adding fields like text boxes, checkboxes, and dropdown menus.
Set Form Preferences: Customize form settings such as privacy, response collection, and notifications based on your requirements.
Preview Form: Before publishing, preview the form to ensure it looks and functions as intended.
Publish Form: Once satisfied, publish the form to make it accessible to users.
Share Form: Share the form link via email, social media, or embed it on a website for respondents to fill out.
Monitor Responses: Track form responses in real-time within the Proformis dashboard.
Analyze Data: Utilize built-in analytics tools to analyze response data and generate reports.
Modify Form: Make any necessary changes to the form design or settings based on feedback or new requirements.
Archive or Delete Form: Manage forms by archiving older ones or deleting obsolete forms to declutter your workspace.
By following these steps, you can effectively utilize Proformis to create and manage forms for various purposes with ease.
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