Multiple Users on one Form?

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    Bronson Shavitz 
    Asked on November 23, 2016 at 02:52 PM

    We have an in-house work flow checklist that has several people with different responsibilities.  One person does the first several items on the list and transfers it to the next who references the first person's information and then checks off subsequent items on the list.  Once the second section is complete, it gets transferred to the next person to complete their section and finally to a 4th to complete the entire process.  To complicate things, the first person and 4th people would ideally work from a PC and 2nd and 3rd would work from a smart phone or tablet.  Being able to take pictures and attach documents would be a "nice to have" but not a "got to have" feature as well.  Let me know if your form has this capability. 


    Thank you,

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    Answered on November 23, 2016 at 05:17 PM

    Though we do not currently have a built in workflow process, it is possible to set one up.  The following thread has a great description on how to do so:

    Forms work on most major brand devices, both desktop and mobile.

    File uploads are available from most devices as well.  Here is our quick guide detailing the maximum file sizes for different integrations:

    You can also change the allowed file types: