eForms
Create certificates, job sign-offs and documents, and collect data directly into Zigaflow
11 articles
- Creating an eForm pre-buildBuild an eForm from an existing one, add fields and a signature section, preview and test it, then save it as a reusable pre-build.
- Creating an automated message to chase a customer's sign-offSet up automated email and SMS chasers that remind customers to approve or sign off eForms until the form is approved or rejected.
- Chase a supplier to complete an eFormSet up Zigaflow to chase your suppliers to complete eForms for Job Completion, etc.
- Artwork approvalsSend artwork to a customer for approval with the Artwork Approval eForm pre-build, edit chaser emails, and see how customers approve or reject.
- Creating certificates with eFormseForms allows you to record different types of data and automatically create certificates and other documentation.
- Having two or more signatureseForms allows you to have two or more signatures, for example, one for the team member and one for the customer
- Creating approval forms (artwork, drawings, etc.)If the standard Artwork approval is not enough, you can create your own
- Creating multi-section eFormsZigaflow allows you to generate PDF documents with dynamic and static tables in the same document
eForm document templates
How to create and edit eForm document templates
- Edit an eForm document template with dynamic fieldsUse this for eForms where the end user can add more fields, or the resulting PDF's can be in a list format
- Edit an eForm document template with fixed fieldsPlace eForm answers in exact positions on a document template by copying question variables into it, then preview and save the template.
- Setting the document templates for eFormseForms can display documents before completion, and produce final PDF documents based on user input