PlatoForms User Guide
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  • 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 tasks. As they go through the process, they each complete their part, which influences the next steps. For example, in sales approvals or school registrations, people fill out forms and pass them along.

Workflow splits this process into smaller steps, so each person focuses on their task. Once all steps are done, everything combines into one organized PDF.

How Workflow works?

Let’s use the car rental form process as an example to explain how Workflow functions:

Stages in the car rental form process::

  1. Customers fill in their personal information.
  2. Salespeople add car details.
  3. Sales managers review, approve, and sign.

How multi-steps work:

After each step, the system alerts the next person, keeping the process moving smoothly until the form is complete. All steps happen within the same PDF, making it simple and efficient.

Combine into a final document:

Once all steps are done, Workflow automatically creates a single, complete PDF. There’s no need to merge files manually. Just review the final document for accuracy before submitting.

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