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- Essential Financial Institution Workflow Tools
- Data Collection Made Simple with Automation
- Onboard New Recruits with Automated Forms
Using PerfectForms Notification Attachment Feature
Hello PerfectForms Community,
Today I would like to give you some useful notification tips. PerfectForms notifications are much more than simply passing a message. In addition to providing a message, the Notification Attachment Feature offers 3 additional functions: Insert, Print, and Existing Instance. By utilizing any of these 3 functions you can maximize efficiency when passing data.
The Insert functionality will allow you to pass a file attached to a form instance from a notification. Insert can expedite portions of your workflow where the passing of attached files is necessary.
Print is a very handy feature for those of you who need a paper copy of a form at any point of your workflow. The Print functionality can be used to send a PDF of the form as an attachment instead of opening up the instance and clicking a print button. Print can be beneficial as a PDF can be sent to a user without granting access to the form itself.
Existing Instance is a functionality that can be used to send a copy of a different instance from your form or an instance of a separate form. This can be very handy with linked or parent-child forms as you can produce a copy of every instance created in the workflow.
With PerfectForms Notification Attachment Feature, you can build a form that shares information in a streamlined manner. PDF or file attachments in a notification can lower the level of effort needed to pull data from a form, allow for files to be transferred directly, and share vital information while keeping access limited. I hope this post helps you with your form design, if you have additional questions or comments please feel free to post below.
Thanks for reading and happy form building!
This entry was posted on Friday, April 8th, 2016 at 11:42 am and is filed under Best Practices, Workflow Design. You can follow any responses to this entry through the RSS 2.0 feed.
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