In half one of this weblog submit, we targeted on Author’s new capabilities for creating and sharing fillable kinds. On this half, we’ll deal with enhancements to the shape filling and submission processes.

Reinforcing kind filling, submission, and post-submission operations.

1. Multi-step kind filling

You’ll be able to set a workflow to finish the shape filling course of in a number of steps.

Take into account 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 kind filling.

You fill in info, such because the candidate’s title and wage, and ship the supply letter to the hiring supervisor, who enters the beginning date. The supply letter is then despatched to the worker, who verifies the main points.

2. Fill and self-sign

We’ve made some handy enhancements that can assist you full and signal kinds.

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 group. Stuffed. Signed. Accomplished.

This feature additionally permits the consumer submitting the shape to fill and submit.

3. Distinctive names in your crammed kinds

Robotically add sequence numbers to your fillable kinds for straightforward monitoring. You’ll be able to even add a prefix or suffix to the sequence numbers to make every submission distinctive.

Let’s say you wish to make all of the month’s buy orders simply identifiable. You’ll be able to obtain that with a prefix or suffix. For instance, you’ll be able to specify 0722 because the prefix/suffix to all buy orders created within the month of July 2022.

4. Auto-Quantity subject

Simply observe particular person kind submissions with the Auto-Quantity subject. When your prospects submit a kind, a serial quantity will probably be robotically assigned to the PDF subject on the shape.

5. Including barcodes to fillable kinds

Now you can add a barcode to a PDF doc, which can encode a number of crammed kind values on the doc.

6. Do extra with submitted values

Now you can save particular values, or a complete crammed kind, after consumer 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 kind to your buyer’s CRM file with a easy customized perform. In case your shopper modifies or provides a price, reminiscent of the supply tackle, the adjustments can simply be saved again to their CRM file.

Take a look at these new updates and tell us what you assume 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 study extra.

See you quickly with the subsequent set of updates. Till then, completely satisfied writing!