Digital Transformation Insights

5 min read

Secure ACH Form Template Examples & Best Practices

By Nirav Doshi on Sep 10, 2024 9:30:00 AM

An ACH form is a brief but essential document that authorizes banks, individuals, and businesses to move funds from one bank account to another through the ACH network. However, juggling piles of ACH forms and other physical documents can quickly spread your team too thin. Below, we’ll cover how you can start using CDP’s secure ACH form templates, what to consider as you switch to digital documents, and how we can help you build a workflow that makes sense for your needs.

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3 min read

HR Templates for Payroll, Job Applications & More

By Nirav Doshi on Jul 24, 2024 10:22:29 AM

If you work in human resources (HR), it may be time to rethink how you manage document creation and organization. Instead of juggling mountains of physical documents, you can use electronic documents or forms to collect and store information. Good news: CDP is here to help. Try any one of our HR templates for payroll, job applications, and more to see how making the switch to digital forms can transform your workday. 

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4 min read

Create a Digital Permission Slip: Templates & Tips

By Nirav Doshi on Jul 19, 2024 10:34:35 AM

Sometimes, it’s the experiences that happen outside of the classroom that are the most educational and impactful. Whether you’re taking your students on a field trip, planning an exciting activity, or rounding up numbers for a sports team, you need a permission slip that collects key details and doesn’t take forever to create. Using a digital permission form template can help you save time and create resources you can pull from in the future. 

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3 min read

Loan Application Template: Best Practices & Tips

By Nirav Doshi on Jul 11, 2024 4:15:50 PM

Whether it’s for a home, a car, or a personal loan, a loan application form has an incredibly important job: to capture all the information financial institutions need to know to protect their assets. Managing application forms and other documentation is part of everyday life for many bank and financial workers – but what if there was a way to cut down on the amount of time you spend creating and filing paperwork? With a digital loan application template from CDP, there can be!

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4 min read

What is a Technology Stack?

By Nirav Doshi on Jun 25, 2024 1:12:51 PM

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