eForms

eForms

How it works

From tenant setup to live approvals

Register your organization, set roles and permissions, design forms with workflows, publish to All Forms, then notify assignees and approve submissions — like running a campaign you can reuse anytime.

01

Tenant setup

Workspace + users

02

Roles & access

Permissions control

03

Form design

Fields + layout

04

Workflow

Approvers + rules

05

Notify & decide

Submissions + queue

  1. Step 01

    Register & permission

    Create the tenant workspace, list roles and users, then assign who can build, approve, or only submit.

  2. Step 02

    Form builder steps

    Create form (drag fields, style), create workflow (connect nodes, add approvers), configure audience, then publish.

  3. Step 03

    All Forms & campaigns

    Drafts and published versions live in All Forms — reuse templates and run them like campaigns.

  4. Step 04

    Notify, review, decide

    Assignees get notified; submissions land in the work queue for approve, reject, or send back.