To ensure your form or workflow application is ready for release, you'll want to thoroughly test it by filling out and submitting some form instances in draft mode. When you're confident that it’s working as planned, simply click the Publish button to deploy the application. Once the form or workflow application is published, it can be embedded in a web page, or accessed from an e-mail notification, Dashboard or directly from a specific URL.
The Deploy section of our main website contains an excellent overview of the deployment process for form or workflow applications, from testing and publishing to integrating your app with external systems via the PerfectForms Application Programming Interface (API).
Detailed instructions for deploying forms and applications can be found in the Designing a Form section of our Help Guide.
"We were able to replace a very manual process of sending, receiving and consolidating spreadsheets with an efficient, easy-to-use automated system."