Existing PDF checklists
Reuse inspection points, forms and existing response fields.
Using AI, we create digital checklists from existing PDF forms and machine manuals. Technicians can record measurements, test results, and material consumption on the go – even within your existing field service app. This data can automatically trigger follow-up processes in SAP.
A maintenance notification can be generated based on a measured wear value. Documented spare part usage directly affects inventory levels, which in turn can trigger a replenishment order.
The key requirement is that SAP receives the entered information as structured data—not just as a PDF with free-text entries.
Service vehicle · SF-204
During the inspection, the technician measures the brake disc thickness with a caliper and enters the reading.
Minimum thickness: 24.0 mm
Move the slider to see how the resulting actions in SAP change.
SAP links the reading to the correct equipment, checks the minimum thickness and initiates the required follow-up action.
23.6 mm is recorded against SF-204.
23.6 mm is below the minimum thickness of 24.0 mm.
The configured SAP rule creates a notification for a brake inspection.
The recorded measurement triggers the next maintenance action without anyone copying data from a report.
Interactive example using sample values, not connected to a live SAP system. The actions shown are based on configured SAP rules and processes.
Upload an existing PDF checklist or the maintenance manual for a new machine. The AI assistant uses this information to create an editable draft checklist in e-designer. Subject matter experts review the content, add rules, and approve the checklist.
Reuse inspection points, forms and existing response fields.
Use tables, input fields and existing validation logic.
Extract maintenance steps, limits and manufacturer instructions.
Reads existing forms and equipment manuals and generates a structured draft with input fields, conditions and validation rules.
Chapters, sections, subsections and individual inspection steps.
Conditional questions and fields that appear only when relevant.
Limits, plausibility checks and completeness validation.
Link orders and equipment to SAP data in e-designer and prefill fields automatically.
The responsible team reviews and completes the AI-generated draft. In e-designer, forms can be updated, versioned and approved for mobile use without programming.
Limit from maintenance instructions: 150 Pa
If "Yes" is selected, the quantity field appears.
Creation times from internal e-switch tests refer to the first editable draft. Technical review, approval and SAP integration follow separately. The form shown is an illustrative example.
Technicians document their work once. The departments can use this information to continue working directly in SAP—for example, when dealing with deviations from threshold values or material consumption. IT and Purchasing do not necessarily have to replace the existing mobile application to do this.
Guided checklists with required fields and threshold checks can be created in seconds. Photos, measurement values, and signatures are recorded directly in the field. The report is generated from that same data.
Measured values can trigger notifications. Material consumption data can support SAP inventory management and replenishment. The recorded data is available for analysis and follow-up processes.
Existing field service apps can remain in use. Forms can be managed centrally, predefined SAP actions reduce the need for custom form and interface development.
The three building blocks can be used together or seperately. Depending on the existing system landscape, individual tasks can also be integrated into applications already in use.
Create draft checklists from PDFs and manuals. Departments can customize fields and rules using drag-and-drop and manage approved versions.
Technicians use mobile devices to work through their checklists, record measurement values, material usage, photos, and signatures, and receive notifications when information is missing or implausible.
Automatically generate maintenance reports as PDF files using Word templates, send them via email, and archive them in the integrated document management system.
Are you already using Salesforce Field Service or another mobile application? The e-forms Suite can provide centrally managed checklists within those applications and transfer the completed results to SAP EAM. Your technicians don't need to switch to a new app to do this.
Here’s what the app includes:
A variety of useful features ensuring maximum flexibility and optimal usability. See for yourself:
e-forms is connected to your SAP system via a flexible data engine. This allows fast and easy adaptations and extensions – offering you a level of independence you’ll soon come to appreciate.
Learn more about our product suite – and how you can profitably use e-forms in your company alongside other tools.
With e-forms, you digitize paper checklists and forms within the SAP environment. The solution enables dynamic completion, automatic synchronization, and full process integration – for more efficiency, fewer errors, and transparent documentation.
With e-designer, you can create custom checklists and forms via a drag-and-drop graphical interface. It provides a wide range of prebuilt components, e.g., signatures, photos, text blocks, and task instructions. The best part: e-designer is fully integrated into your SAP landscape.
e-report enables easy form creation based on Word templates. It maps your SAP data into documents and forms – serving as an alternative to SAP SmartForms or Adobe Forms. e-report includes DMS integration and email dispatch. It integrates with e-forms and e-companion, but can also be used independently.
e-report is integrated into SAP via the Data Engine.
This allows for easy adjustments, quick implementation, and seamless integration into existing SAP processes.
e-report enables simple creation, management, and archiving of SAP documents based on Word templates – fast, flexible, and efficient.
Seize the opportunities of digitalization and sustainably optimize your service and maintenance processes. With our mobile solutions and expertise, we support you on the path to more efficiency, transparency, and competitive advantage. Make the difference now!
