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 explore the Workflow feature, turning complex processes into simple steps for better teamwork and efficiency.

On this page

What is Workflow?

Workflow showcase

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.

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