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

Managing information requests at a workspace level

A single view to report on all of the forms within your workspaces.

Written by Kevin Senior
Updated over a week ago