In the last three videos in this series on getting acquainted with formsflow.ai, open-source digital-transformation consultant Matthew Anderson explains how users in different roles view and interact with forms, in particular Clients, Clerks, and Approvers.
In the first of these three videos you’ll learn how:
In the next video you’ll see the first of a two-stage approval process, during which a Clerk can:
You’ll also learn how the Client can make changes when requested.
In the final video you’ll learn how an Approver:
If you missed the first videos, catch up on how to add users to formsflow.ai and how a Designer creates or modifies a form’s design.
If you have any further questions, please do not hesitate to contact us at firstname.lastname@example.org!