OmexaOS Leads
Documents and PDF records
Reviewers verify or reject every uploaded document, and each lead prints to a record you designed, on screen or as a PDF.
Documents checked once, and a printed record that looks the part.
- Verify or reject each uploaded document, with a reason
- Design the printed record once with your branding
- A PDF of any lead, generated on request
No guessing
Every document shows whether it has been checked, by whom, and why it was sent back if it was.
Your record, your layout
The template designer lays out the fields you collect with your logo, header and footer, and every lead follows it.
Ready to file
Print from the browser or generate a PDF, identical either way, for the registry or the contact.
Works well with
Lead formsBuild the form yourself and embed it with one line.Enquiries arrive complete and structured, so nobody spends the morning chasing a phone number that was never asked for.Contact portalPeople check where they are, without ringing you.The “where has my application got to?” calls that fill your mornings answer themselves, at any hour.Roles and permissionsPeople see and do exactly what their job needs.New staff are useful on day one and see only what their job needs, which is what data protection actually asks of you.