Checklists

For business processes involving applicants submitting one entry to multiple forms

Create your forms

Build out your separate forms have relate together. Ones which submitters need to submit all of or in a certain order.

Each form can have its’ own workflow where different steps are completed by assignees (or automation).

Define your checklist

Identify which forms are a part of the checklist and whether they have to be completed sequentially.

Add the checklist to a page

You can define multiple parameters in the page for how the checklist will look to users. From this one page, they will be able to complete all of the forms in the checklist.