PlatoForms User Guide
  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Collaborate with Workflows

In this chapter, we’ll look at the Workflow feature, which breaks down complicated form filling into easy steps, making teamwork smoother and more efficient.

On this page

What is Workflow?

Workflow showcase

In a form-filling process, different people have specific roles and tasks. As they move through the process, they each add their part to the form, which affects what happens next. For instance, in tasks like sales approvals or school registrations, people often have to fill out forms and pass them around.

Workflow breaks down this process into smaller steps, so everyone can focus on their part. When everyone finishes, all the parts come together neatly into one 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.

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