Demo: Multi-User Workflow

Create an online form that is completed by multiple users

By Scott Kelly

This demo consists of three parts:

  1. A form that user 1 completes and that triggers and email to user 2 containing the link to the second form;
  2. A form that user 2 completes to generate the draft agreement and email it to both users; and
  3. A workbase that saves the information about the agreement, parties, and the draft agreement itself.

To modify this to work for your own purposes, you will need to update the url in the email template in the first app so that it matches the url of the second app. Here is a brief explainer video on how to do that.

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Global / International
Areas of law