Not all business processes begin or operate based on documents—many are transactional in nature. That means they start and end at the data entry level, with documents serving only as supporting elements in some cases. 

For example: 

• A credit application process begins with filling out and submitting a loan request form. 

• A purchase requisition starts when a user from any department submits a purchase request form to their supervisor. 

For these scenarios, DocuClass recommends using flexible web forms that integrate directly with your company’s internal systems. 

For example, in a purchase requisition scenario, a user can complete the electronic form from any location or device. Simultaneously, the form validates standardized criteria—such as budget availability and inventory status—before initiating the approval workflow. Supporting documents such as quotes, technical specifications, and purchase orders are added as needed throughout the process.