Engaging Business Partners in Compliance Procedures

Instead of receiving documentation from business partners via email for manual review and archiving, streamline and control the process using a SnapForm. Start by defining which documents are required per order. Then include control questions that allow your business partner to confirm upfront the checks you would normally perform upon receipt of the documentation. For example:  Once the setup is completed, publish it as a SnapForm. Link the SnapForm to the relevant Workspace, in this case the Workspace for DMR Trading . The SnapForm is now available under the DMR Trading Workspace. Here you can generate the QR code or URL for the SnapForm. Share this URL or QR code with your business partner, in this case your contact at DMR Trading. Each time the QR code or URL is used, a new Form instance is automatically created in the DMR Trading Workspace. DMR Trading will only have access to the submitted Forms, while your organization can manage and review them directly within the BzCtrl. environment. Jason from DMR Trading will see the Form as an External User, without requiring access to the BzCtrl. environment itself. The company retains full access to all Forms, allowing it to monitor status and verify completeness and accuracy of the submitted information. That’s it! Everything is automatically and properly archived, including all relevant attachments. Note that if it is already known that Jason or a specific group of users will be using the SnapForm, this can also be configured directly in advance. This avoids the need to include full details each time the SnapForm is used; instead, usage can simply be confirmed.