In half one of this weblog submit, we targeted on Author’s new capabilities for creating and sharing fillable varieties. 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.
Contemplate this: You’re an HR skilled who desires 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 varieties.
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 workforce. Crammed. Signed. Accomplished.
This selection additionally permits the person submitting the shape to fill and submit.
3. Distinctive names to your stuffed varieties
Mechanically add sequence numbers to your fillable varieties 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 may specify 0722 because the prefix/suffix to all buy orders created within the month of July 2022.
4. Auto-Quantity discipline
Simply monitor particular person type submissions with the Auto-Quantity discipline. When your prospects submit a type, a serial quantity shall be mechanically assigned to the PDF discipline on the shape.
5. Including barcodes to fillable varieties
Now you can add a barcode to a PDF doc, which is able to encode a number of stuffed type values on the doc.
6. Do extra with submitted values
Now you can save particular values, or a complete stuffed type, after person submission.
Say you’re a gross sales skilled. You ship out a gross sales contract to your shopper, who completes it and sends it again. Now you can connect the finished type to your buyer’s CRM file with a easy customized operate. In case your shopper modifies or provides a price, comparable to the supply tackle, the modifications can simply be saved again to their CRM file.
Take a look at these new updates and tell us what you suppose within the feedback part, or write to us at assist@zohowriter.com.
In case you missed it, we additionally launched a set of latest updates to make the doc merge course of extra complete. Learn our newest replace on the Doc Merge function to be taught extra.
See you quickly with the following set of updates. Till then, blissful writing!
