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Simply automate your Incident Reports from Google Forms & Docs in minutes (Step by step)
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Quickly and easily automate your incident reports with Google Forms, Docs and Portant. In this video you’ll learn how you can automatically create incident reports from Google Forms (and automatically eSign them if you want). Why does it matter? Studies show small and medium sized businesses waste 567 hours per year on admin tasks. If you're not automating your processes to optimise your business workflows, you're missing out on potential efficiency gains.
Get started in 20 seconds with our template -
Here’s how to use Portant to automate your invoice process:
00:00 - Intro (Why automate incident reports?)
00:49 - What is Portant
01:20 - How to sign up and start Portant
01:27 - How to create a new workflow
02:05 - How to customize your incident report
02:44 - How to add eSign to your incident report
03:46 - How to turn on and test the automation
05:10 - [Optional/Alternative] How to automatically share your incident reports via email
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📄 TRY PORTANT
Portant is a simple online document automation platform, perfect for optimising your business's workflows. You can use Portant to automate invoices, legal contracts, sales presentations, graduation certificates, employee letters and a whole lot more.
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