SignFlow's form feature is an incredibly useful tool that allows you to build (customise), save and workflow (distribute) forms within your organisation. A few points you need to note before we get started:
1. Forms are for internal use only at this stage, but further functionality that allows external distribution is in the works.
2. SignFREE users do not have access to forms.
3. SignFree with Workflow and Professional users are able to view forms, complete forms and workflow forms.
4. You cannot access Form Manager or Form Builder as an administrator alone.
5. Only users who are designated as form managers have access to Form Manager and Form Builder.
6. Your company administrator designates form managers.
Now let's take a look at what form managers can do with this power that has been bestowed upon them...
Clicking on Form Manager in your main SignFlow menu will bring up a page that looks something like this:
This is a table of all the forms available in your business profile, which provides the following info (from left to right, as per the black header):
Form ID: The identification number automatically assigned to a form when it is created.
Form Name: The name the form creator gives the form.
Scope: Which departments in the business the form is applicable to (set by the form creator).
User ID: The identification number assigned to each individual SignFlow user by the system (consistent across all features and functions in SignFlow).
There are three main functions you will be using in Form Manager: Open, Edit and Delete.
This is for viewing forms only. Click the Open button to the right of the form you want to view. Clicking the Cancel button at the foot of the form will take you back to the above Form Manager page.
Clicking on the Edit button to the right of the form you wish to amend, will open that form in edit mode. Once you have made the desired changes, click Save form at the bottom of the page, and you will be taken back to the Form Manager page.
This button immediately deletes the corresponding form.
Then there are the familiar auxiliary buttons to the top and bottom of forms table:
Show [10, 25, 50 or 100] entries:
This allows you to set the number of forms ("entries") in the table that you can view on the screen in front of you. SignFlow can show up to 100 entries.
The Search bar at the top right-hand side of your screen allows you to run a wildcard search on all forms. The search includes all forms that are in your business profile - not just the 25-100 entries you have elected to show. Simply start typing in a word contained in the name of the form you are looking for, and the search will find and include everything associated with the text you entered, starting from the very first character.
This copies the list/table of forms you have in front of you to your Clipboard. (Here, the number of entries you have chosen to show - whether 10, 25, 50 or 100 - come into play, as only this amount will be copied to your Clipboard). You can then paste this text file wherever you wish, e.g. into a Word document or in Notepad, etc.
This button exports all of the above-mentioned information into an Excel file, which is automatically downloaded onto your hard drive. You can find the file in your Downloads folder, or as a tab at the bottom of your screen.
Exactly as Excel above, the PDF button creates a PDF file of the summary information plus audit log with all that is visible on your basket screen (again, dependent on the number of entries you have opted to see).
And that's it for Form Manager. Next, let's take a look at Form Builder - this is where you will create your forms.