There are numbers of reasons why people use PDF forms online and the most common purpose is to share the file with multiple users who need to sign the form. This is where PDF forms workflow comes into play. If you need to let multiple users fill a single PDF in a sequence, read this article to know more about how workflow can help you.
You’ve probably been using PDF Forms and Web Forms for a long time. You know how to send a form to users, and you know how to collect and reference the details. But, do you struggle to coordinate the logistics of forms that need filling out by multiple people?
Manually sending forms out to people and requesting them to fill in their part is a tiresome act. Not only does it make you feel bossy, but it takes a lot of time from your day.
Here at PlatoForms, our customers often ask, “How do I build a form for more than one user to fill out?” Let’s look at why you would want to do this, and how to automate the process.
One Form, Multiple Users
Imagine a property rental company, where a customer is requesting to lease an apartment. In this case, the application form could require various details from multiple people — the tenant, the agent, and the property owner.
That’s three different people, possibly in varying locations, who all need to fill out part of the same PDF form. In the past, this could take weeks to complete; one person fills out the form and mails it to the next… In the best case scenario, it’ll take three or four days per person. Plus the expense of printing and mailing. PlatoForms solves this problem with Workflow forms.
A Solution for Multi-User Online Pdf Forms
The workflow form divides each section into steps. As a user completes one part, a notification automatically sends to the next person in the process instructing them to fill out their piece of the form. You no longer have to micro-manage the process. Great!
Workflow PDF forms are available online, and each user can fill out the form comfortably from their desktop. This speeds up the process considerably. It’s possible for all participants to complete a multi-user workflow form in less than an hour. Not only does this save you time, but it enables you to streamline the way your business works entirely. By cutting down the time to close one deal, means you have more time focus on growing your business.
To Sum Up
WorkFlow forms allow multiple users to fill in a single PDF form.
As each step is filled out, PlatoForms sends a notification to the next person in the process.
Using a workflow form speeds up the time to completion — allowing you to process more forms in less time.
Filling out the online PDF Forms is convenient and straightforward. Your customers will love it.
The best thing about PlatoForms: you can sign up for free! Start creating Workflow multi-user forms today!
Have you used our Workflow forms before? In the comments below, let us know how they have helped you.