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Forms & Workflow
Forms & Workflow
A secure and powerful automated solution using online forms
11 articles in this collection
Written by
Kevin Senior
Secure online forms & workflow explained
Control the way information is requested, how it is received and automate follow-up processes
Written by
Kevin Senior
Updated over a week ago
Forms: The basics
Everything you need to know about requesting information using a form
Written by
Kevin Senior
Updated over a week ago
Creating a form
Quickly set up an online form to securely request information
Written by
Kevin Senior
Updated over a week ago
Form fields
A detailed explanation of each form field and the options available
Written by
Kevin Senior
Updated over a week ago
Form actions
Combine multiple actions to deliver a powerful automated solution
Written by
Kevin Senior
Updated over a week ago
Sharing a form
Learn the different ways to distribute a form
Written by
Kevin Senior
Updated over a week ago
Linking forms across workspaces
Give the members of other workspaces easy access to your forms
Written by
Kevin Senior
Updated over a week ago
New information request(s)
Set a due date and add reminders to requests that are tracked
Written by
Kevin Senior
Updated over a week ago
Reporting and management
Managing information requests
View completed submissions and manage requests that are in progress
Written by
Kevin Senior
Updated over a week ago
Managing your information requests
Ideal for users who only want to manage their own requests
Written by
Kevin Senior
Updated over a week ago
Workspace forms report
A single view to manage all of the forms within a workspace.
Written by
Kevin Senior
Updated over a week ago