Client Portal

Create Portals For Your Clients In Minutes. Share multiple forms with people outside of your organization.

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Automate Document Creation

Automate document creation using Captisa Word Template, send PDF documents as email attachments, download PDF or Word documents. Generate multiple custom PDF or Word documents from a single form or linked forms.

Audit Log

Keep track of all the changes made to forms by your users.

Pivot Grid

Feature-rich client-side widget optimized for multi-dimensional data analysis and ships with a rich set of runtime customization options so you can quickly summarize business trends via its cross-tabular display format.


Dashboards act as a business intelligence tool by providing a snapshot of your data in various forms. You can use a dashboard to simultaneously present data from up to six charts and data views.

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Define how a list of records for a specific form is displayed in the application, the columns to display, how wide each column should be, and how the list of records should be sorted.

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Apply filters to view select records. Filtering is a useful way to see only the data you want displayed. You can use filters to display specific records in data entries.

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Present large quantities of data in your organization in a more insightful and graphical way by creating useful charts and pivot grids.

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Captisa Forms provides a set of capabilities to manage teams and roles. Team membership determines which forms a user is allowed to see.

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