In half one of this weblog publish, we centered on Author’s new capabilities for creating and sharing fillable types. On this half, we are going to give attention to enhancements to the shape filling and submission processes.
Reinforcing type filling, submission, and post-submission operations.
1. Multi-step type filling
You may set a workflow to finish the shape filling course of in a number of steps.
Take into account this: You’re an HR skilled who needs to ship worker contracts to new hires and get their tentative begin dates. What do you do? Configure multi-step type filling.
You fill in info, such because the candidate’s identify and wage, and ship the provide letter to the hiring supervisor, who enters the beginning date. The provide letter is then despatched to the worker, who verifies the small print.
2. Fill and self-sign
We’ve made some handy enhancements that will help you full and signal types.
Let’s say you’re employed in a producing plant and create weekly buy orders for uncooked supplies. You confirm the prefilled values on the shape, enter different particulars, signal the shape, and ship it to your buy crew. Stuffed. Signed. Accomplished.
This feature additionally permits the consumer submitting the shape to fill and submit.
3. Distinctive names to your stuffed types
Mechanically add sequence numbers to your fillable types for straightforward monitoring. You may even add a prefix or suffix to the sequence numbers to make every submission distinctive.
Let’s say you need to make all of the month’s buy orders simply identifiable. You may obtain that with a prefix or suffix. For instance, you possibly can specify 0722 because the prefix/suffix to all buy orders created within the month of July 2022.
4. Auto-Quantity area
Simply monitor particular person type submissions with the Auto-Quantity area. When your prospects submit a type, a serial quantity shall be robotically assigned to the PDF area on the shape.
5. Including barcodes to fillable types
Now you can add a barcode to a PDF doc, which can encode a number of stuffed type values on the doc.
6. Do extra with submitted values
Now you can save particular values, or a whole stuffed type, after consumer submission.
Say you’re a gross sales skilled. You ship out a gross sales contract to your consumer, who completes it and sends it again. Now you can connect the finished type to your buyer’s CRM document with a easy customized operate. In case your consumer modifies or provides a worth, similar to the supply handle, the adjustments can simply be saved again to their CRM document.
Take a look at these new updates and tell us what you assume within the feedback part, or write to us at help@zohowriter.com.
In case you missed it, we additionally launched a set of recent updates to make the doc merge course of extra complete. Learn our newest replace on the Doc Merge characteristic to be taught extra.
See you quickly with the following set of updates. Till then, joyful writing!
