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Use Cases

  • Use Webform from Workspace with team members. Use for any process to gather data, generate documents and manage responses.
  • Use Webform Record Link is started by team members from Workspace and then sent to customers or employees. Use to start a Webform for a client and then send client a link to finish filling the Webform.
  • Use Webform links on web pages for users to select and fill. Use for self-service documents.
  • Use Webform Campaign Links to send email with links to lists of users. Use for compliance functions like annual or quarterly reporting.
The 4 uses cases listed are most common and widely applicable, and this capability goes well beyond these 4. Use cases can include integrations, automatic Subrecord generation, Subforms and other capabilities to satisfy a wide range of needs.

  • General Information

    Each Webform is a self-service web Application. Employees and customers fill Webforms and receive self-service documents. You receive Records with Data Points and Documents in the Workspace.
    • All Webforms are accessible from the Workspace, email links and web page links.
    • All Webforms are secure:
      • Workspace users must be Application Audience members.
      • Users selecting the links from emails, campaigns and web pages require one-time passcode verification for each use.
    See Workspace, Automation and Integration for Click Form Go examples that can be used for your business needs.

  • 1. Use Webform from Workspace

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    Follow this process:
    • Select the Application from the list.
    • Team member fills Webform and submits.
    • Record appears in Workspace for team to work with the response.
    Team member fills form and submits.
    Record appears in workspace for team to work with the response.

  • 4. Use Webform Campaign Links

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    Follow this process:
    • Open Workspace and select Campaign from the Application Menu.
    • Enter initial and reminder emails.
    • Enter the recipients and send.
    • Client fills Webform and Submits receiving an email with the Document.
    • Monitor Campaigns.
    • Record appears in workspace for team to work with the response.
    Select Campaign from the Application Menu.
    Enter initial and reminder email.
    Enter campaign user list.
    Recipient campaign email.
    Client is prompted for passcode.
    Client fills Webform and Submits receiving an email with the Document.
    Recipient receives email with document.
    Record appears in workspace for team to work with the response.
    Monitor the campaign for % complete and drill into individual user status.
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