How to Use Automations for Maximum Efficiency:Ĭalculations: You can implement Automated Calculations to instantly complete a wide range of calculations, from basic arithmetic to intricate mathematical functions, directly within your form. “We have cut down the time that it takes to complete our documentation processes by more than 60%.” – Benjamin Delgado, Founder, Leaps & Bounds Family Services Inc.Īutomations enable users to automate common actions, like transferring, sharing, and uploading digital forms when specific actions take place. You can even equip your online form with expiration dates, providing added control and flexibility over form submissions.Ĭapture Legally Binding Signatures: Online forms empower your team to rapidly collect legally binding eSignatures, simplifying and streamlining processes such as authorizations, client communications, and so much more. Link to Your Website: Post links to your online forms or embed them directly within your website to rapidly simplify the collection of client intake forms, applications, surveys, and other documents. These online forms can even be filled out and completed by people outside of your organization, streamlining communication with clients and contractors. Online shareable forms seamlessly facilitate remote collaboration by allowing multiple collaborators to add information and signatures to a digital document. Remote Collaboration: Engage in real-time collaboration with team members and clients regardless of their location. ![]() How to Use Online Shareable Forms for Maximum Efficiency: ![]() ![]() Online shareable forms can be easily distributed via link and filled out by anyone, regardless of their location. In this month’s newsletter, we’ll dive into the top three GoFormz features and best practices for how to use them for maximum efficiency.
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