Collaborate with Workflows
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In this chapter, we’ll explore the Workflow feature, turning complex processes into simple steps for better teamwork and efficiency.
On this page
- Create a Workflow: A simple guide to creating efficient form processes.
- Configure Workflow steps: Customize settings for each step.
- Share your Workflow: Collaborate by sharing your Workflow.
- Manage your Workflow: Track and view submissions.
What is Workflow?
In various form-filling scenarios like sales approvals, know-your-customer processes, school clearances, and registrations, different individuals may need to complete a form. This often involves passing the form around and downloading multiple copies.
Workflow simplifies this complexity by segmenting form-filling into manageable steps, allowing participants to focus on specific sections. When all steps are completed, the results seamlessly merge into a single PDF.
How Workflow works?
Let’s take the car rental form-filling process as an example to illustrate how Workflow functions:
Stages in the Car Rental Form-Filling Process:
- Customers provide personal information.
- Salespeople input car details.
- Sales managers approve and sign.
How multi-steps work:
After each step, the system notifies the next person, ensuring a smooth flow until the form is done. All steps can be in the same PDF, making it easy.
Combine into a final document:
When all steps are done, the Workflow creates a single PDF. No manual merging needed. Review the PDF for accuracy before submitting.