eForms
Create certificates, job sign-offs, documents, and collect data directly into the system
11 articles
- Creating an eForm Pre-BuildHow to create and test and eForm pre-build
- Creating an Automated Message to Chase a Customer's Sign-OffSet these up so that Zigaflow chases your customer, not you
- Chase a Supplier to Complete an eFormSet up Zigaflow to chase your suppliers to complete eForms for Job Completion, etc.
- Artwork ApprovalsUsing the provided pre-build
- 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
Managing eForm Document Templates
How to create and ediit 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 fields
- Setting the Document Templates for eFormseForms can display documents before completion, and produce final PDF documents based on user input