Create automated workflows in minutes that flow across departments and help you quickly complete repetitive tasks.
Assign sections of your workflow to different team members depending on what you want them to review and edit.
Track the progress of your workflows from start to finish and time each step to identify communication bottlenecks.
Use Workflow Logic to send forms back for corrections and define rules that skip steps or complete the workflow entirely.
Add Participant Users who can participate in your workflow without counting against your Standard User account limits.
Use your personalized Workspace to keep assigned tasks organized and reduce the time it takes to complete a workflow.
Step 1: Create your workflow form in the builder, separating key steps of the workflow into different sections.
Step 2: Map your digital process using the form’s workflow editor, which provides routing options for each step.
Step 3: Publish your workflow, and share the form with those responsible for kicking off the process.
To learn more about Workflows, check out this webinar.