- Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
- Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
- Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
- Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
Compliance template
Conflict of interest declaration workflow template
Employees declare relationships or interests that may conflict with their work. Only compliance sees the details.
3 steps
7 fields
SignatureConfidential fields
Free for 14 days. No credit card. You can change every step and field.
How it runs, step by step
The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.
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Declaration
Whoever starts the request
Answer honestly. The details are confidential.
4 fields in the request form
- Do you have anything to declare? *No, nothing to declare, Yes, I have something to declare Choice
- TypeRelative at a supplier or customer, Stake in another company, Second job, Gifts or hospitality, Other Multiple choice · when needed
- Details * Long text · when needed
- Signature * Signature
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Manager notice
The requester’s manager
Acknowledge that the declaration was made. The details are not shown here.
Due in 3 days (business time) Runs only when needed1 field
- Acknowledged * Checkbox
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Compliance review
A person or team you choose
Assess the risk and define mitigation measures.
Due in 10 days (business time) Runs only when needed2 fields
- Risk *Low, Medium, High Choice
- Mitigation measures * Long text
Make it yours
More compliance templates
Privacy rights request
People ask about their personal data through a public link; the privacy team answers within the legal deadline and a response letter is issued.
Request → Identity check → ResponsePolicy acknowledgement
Send a policy to an employee, collect the signed acknowledgement and keep the receipt.
Policy → AcknowledgementStart from this template
Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.
Use this template