Updated

We have seen “for official use only” section of many paper forms, haven’t we? This section is the first sign of the back-end processes that will happen when user submits her/his form. And hence we have at least two business stages: “initial submission” and “some back office processing”.

This webinar will show how to work with the Stages in PDF Share Forms. We use real-life scenarios from our existing customers and show how to solve challenges in minutes without any programming skills.

Webinar will cover the following topics:

  • Review several samples of PDF forms with stages
  • Differences between stages and workflow
  • Demonstration of PDF implementation with Stages
  • Advanced topic (if we have time) mixing workflow and stages

SharePoint forms: magic of stages

Okay. I think we can start. Once again, hello everyone! And today, we will talk about the PDF forms, stages and a bit about the workflows. And just a bit housekeeping rule. You can ask questions during the presentation and my associates will take care. They are there, either will answer or just to confirm that we got your question. And we’ll have a Q & A session. And after that, if we have more time, I will try to show you more and we go from there.

Okay. So before we begin, let’s be clear that today is an educational webinar. That’s why we put this little mark here. That means this webinar assumes that you are a bit familiar with PDF Share Forms. If you are new to PDF Share Forms, that’s okay. You can just jump in with the trial version and see all the benefits for yourself. We will be showing the design, we will be showing the SharePoint, so you need to be a bit familiar.

Our agenda. We will talk about the stages and terminology and that can be confusing. And the more you work with the SharePoint and Office365, the more confusing it will be. So we will try to untangle this confusion. Then, we will talk what the basic functionality you can do with the stages in PDF Share Forms. And we will have a demonstration part right there. Then, we’ll review a bit more complex scenario where actually we will take a form and start adding stages and logic to it and there will be a little kind of surprise there for you. We’ll try to focus more on demonstrations today than just the slides to denote many slides we have, just more on forms. And then, we’ll have some time dedicated for questions and answers.

SharePoint forms - magic of stages - webinar agenda

Okay. Let’s start. Okay. So let’s start with stages. It is easy to see the form and say, that says for official use only or to be completed by and then there is a sub title, job title. Those are for signs that this form is not just for data capture. It has business thoughts behind it. And most likely, it is separated by logical stages. The first initial person submits the form, then logically the form goes to the next stage and then somebody within the organization has to perform some actions. And then next stage can all be just approval, just one approval stage. Actually approvals are good sign that forms are good candidate for stages.

SharePoint forms - magic of stages - stages

Let’s take a look on this form. It’s an example of Form 707. This is from United States Air Force Officer Performance Review. You can see that it has five stages. Some stages are optional. They can be skipped based in a form of rules or maybe just field values. And another hint you can see on this form actually that it has signature fields. And we have five signature fields. So most likely the form has five different stages. When you can see there a form that has business process associated with it, you will consider at start initially, filling the form then go to the next stage, then next stage. Most of the time just next, next, next. However, there are some cases when form can go back and forth between the stages. A good example of this bought back and forth is at a time when request for information forms. It can go back and forth within project coordinator, subject matter experts. So stages does not mean they need to go sequential. You auto logic. But in most common case, you just go to the next stage.

SharePoint forms - magic of stages - AF707 form

Stage, flow, workflow: step, process, product

Now, this is a part that gets tricky. And when we start using those terms as a form, as a workflow, in context of Microsoft Products. This little boy that is crying I put there because it truly represents my inner feelings when I have to speak about the stages and work with SharePoint. So when we say workflow, do we mean SharePoint workflow or business process workflow? Human workflow? Or if we say business process isn’t the same thing as a workflow? And Microsoft does not make it easier.

SharePoint forms - magic of stages - flow, workflow, process

The SharePoint has a workflow but it also has a new product called Flow, especially for Office365. SharePoint workflow also has concept of stages. But those are not the same as business process stages. Microsoft Dynamics also Office365 Product or you can have a previous version of one has both workflow and business stages. And business process flow has its stages but it goes on and off. It is truly confusing. So we need to untangle this and this is what we will do right now.

We’ll determine our terminology for today, for this webinar and how we work with the PDF forms. So when we say workflow, we will refer to the SharePoint workflow problem. When we say business process, we will mean human business process that we can apply to the form. And stage will just be a logical step in the business process. With that, we will review how the stages and these business process I implemented in the PDF Share Forms problem. We’ll also talk how to use the workflow actions here, work SharePoint workflow actions with the PDF Share Forms stages. Workflow will mean SharePoint workflow. Business process will focus more on business less on technology.

SharePoint forms - magic of stages - Stages, workflow, terminology

So when we decide to work with stages, with PDF Share Forms, first we need to enable this functionality, enable this feature only given for it. This functionality is caught on a form level. There will be some forms that you would want to implement stages and there may be some that we will go without the stages. And once this feature is enabled, then you can define stages. What is stage 1, what is stage 2, you can give names. Then it will define how the different fields form controls should be here in different stages. Example, we can display or require field per stage, in different stages.

SharePoint forms - magic of stages - working with stages in PDFSF Cloud

We’ll also have ability to decide if we want to show some user interface like this here in Google screenshots. We’re showing this when we go to the first stage with the other stage, stage 2, stage 3. This little bar. So now, let’s go into the demonstration. And the demonstration will actually be, well, just a second, we’ll talk about this form 707 that I showed earlier, we’ll do the enabling of the stages, we’ll configure some field behavior and that we can switch to the next stage.

Live presentation

So right now, I will switch to my browser. And right now, I am in the PDF Share Form. I’m using the SharePoint online, but if you use the old MS version, you will see exactly the same.

SharePoint forms - magic of stages - webinar agenda

So, I have the form, Performance Review. Let me open it in the Designer.

So when the form is open here. First, I can take a look on the form itself. I can see this is a 2 page form. And let’s enable some stages. So I’ll go to Options, Generic Form Options, Stages, Step number 1, Enable Business Stages. So we will just call it Stage 1, just in here. Place the name, plus, well, Stage 2 and I can add a few more, Stage 3, Stage 4, Stage 5. So, 5 stages. We can see here this, the first will be this stage. Then this additional rater will then another stage, review the 3rd stage, and so on.

SharePoint forms - magic of stages - Demonstration AF707

Okay with that, I would like to show those stages in a viewer, probably enable this little viewer. But now, once stages are available, if I click for example on the Field Name and click Properties, there’s like 3 controls that you see, Enabled, Required or Displayed.

Enabled is just if the filed will be enabled. And you’re answer is just Yes or No. But since enabled stages, we have this option per stage. And here I can select in which stage it will be enabled. So logically, it will be enabled in Stage 1. So, I select this Stage 1.

The same I will apply to few other controls, just to show you we’re doing it fine here.  Now, as we would go to the stage where the additional rater, then we need to enable stages here. So, I will select this field for example and say this should be enabled for stage 2. Also the name, also for stage 2.

The reviewer, it’s our stage no. 3 and I will click stage number 3. So right now, I have different fields with name enabled for stage 1. One thing for us to kind of if we can go back to stages and see, we just save it. Our stages, our elements. So, one thing I need to add is just the, when I click Options and click Rules and this On Submit. Basically, my form is saved. Initially, I would like to click action, set form stage and I will just select that I would like to go to Stage no.2. Basically, just configuring that it goes to the stage.

It’s very simple if I had example right now but, lets save the form, click publish, generate the link. Okay. The form was published, and right now if I click the open in new window, this is URL like when we put on our website and everybody who will do the Performance Review will see. So, what you see right now here on top, it’s a bar that displays that stages, because we enabled so we want it displayed. And you can see the fields’ name and all the fields are enabled in this stage.

However, there is few fields that I marked, they’re basically disabled. I still see those fields here, however I can do, I cannot do modification in those fields. So right now, I will just put a name. And let’s say I will put my name. As a matter what I select here, I will just click Submit. The document is saved in SharePoint Document Library.

And if I go to my Document Library, you can see just few seconds ago, this form was submitted here. I can open it again. And I can see right now it says, the current stage is Stage 2. It’s active. But you can see the fields that I filled in like Names, Social Security and other, they have become disabled. Because they should be enabled only in stage 1, which we’re in stage 2 right now. In the same time, additional rater fields are enabled. And the reviewer is still disabled. So, it will be enabled only in Stage 3.

So this is just a very straightforward example of how I took just an existing form. Let me recap quickly what I did. I click options, generic form options, stages enabled, I would like to show them in a viewer, what are my stages like here. Then I will select my elements and say, the same way you cannot only make fields enabled to disabled but you also can make a required, based on stage or you can just hide it at all. So, even if there is, let’s say some value, it’s not going to be just, but it only value but it will disappear at all. You also can make it first stage.

Okay. With this, let me go back to the presentation because we have a few more things to cover.

Then I will be selecting my elements and say… the same way you can not only make fields enabled to disabled but you also can make it required based on stage or you can just hide it at all. So even if there is, let’s say some value, it’s not going to be just, but it only value but it will disappear at all. You also can make it first stage. Okay, with this, let me go back to the presentation because we have few more things to cover.

Okay. Mixing the SharePoint Workflow. So, now, stages in SharePoint Workflow, they are not replacing each other, but they actually add functionality to each other. They can work really great together.

The most common scenario would be if you’re building the workflow, you can say, if form is in stage one, then send e-mail to somebody or you can actually update stage from the workflow. In SharePoint 2015, it’s SharePoint 2015-2016, there are two special actions: get stage and set stage. So, let me go if I go quickly to live…

So this is my SharePoint designer. I have some workflow here. If I open the workflow, if I click edit. Basically, this is a step. And if I would like to, let’s say get some… you can see this, get form stage or set form stage. Those two actions allow you to get information in which stage it’s currently in or update, so you can work it together. It’s not necessary. In the same time, especially in SharePoint online, it has a very limited adaption.

SharePoint Workflow in Office 365 is not as popular because it’s complex and you have very limited control what you can do there. You still can use it, but in many cases you just can use just rules in a designer and basically configure what to show, how to show the stage regarding the workflow itself. Also, Microsoft added Microsoft Flow – basically a new workflow engine and process. And we plan to add support for it, kind of make it look. But even right now, you can easily work on a SharePoint column level. Basically, you can have let’s say, if I would go back to my SharePoint and those are my columns associated with this particular form and I can have another column. Let’s see if I can figure out something here. Oh let me just leave here.

I’ll use a title. I can select some column and basically assign that it should be moved to the current stage. And basically, use it within the workflow. It will update the SharePoint column right away and we will be able to use it right away.

So it is possible to use again with support modes, other than Workflow 2010, 2013; also need to explore workflow so that it is all available for you. In online, it’s also available.

Now, for the next demonstration, I want to use a form that was sent to us by actually one of the registrants for this webinar. We will try to make our webinar’s process a bit more interactive. So when I announced webinar, we asked if you would like to share some form with us and if you want to do the demonstration of this form.

I have received 12 different forms and I have selected a form from Miss Antonson from Benton County Sheriff’s Office. This is Washington state. And we’ll use this form to do the entire process from start to finish. We’ll take a look on the form, we’ll assess the form, we’ll define the stages, we’ll define again controls and its visibility logic, and we’ll put some logic on how to switch between those stages.

So with this, let me go next presentation and the form we’ll be showing today is a Request for Leave of Absence.

One of the reasons I selected this form is because the process is not very specific just to their organization. I think the leave request is something most of us today can relate to. So let’s work with this form.

So the form I got, initially, it was just a Word form. You can see it right here. Let me make it a bit larger so you can see. You can see just a request for leave. It has some fields. So what I did earlier so I don’t spend right now time, I just used Adobe tools just to put fields on this form. So we end up with a form that looks like this. Basically, “Your position”, some “Date of Hire”, some fields, digital signature fields.

So let’s do the first step.  First we need to import this form into their PDF Share Forms Designer. Let me leave here. We’ll go templates, import new template.

So right now, form opens in Designer. Click design.

So let’s review this particular form. So what I see here, the initial kind of sign right away. I have 3 Digital Signature Fields. So I assume they will get 3 different stages. So I see that the initial request will go probably all the way up to the employee printed name then Shift Commander will either approve or disapprove, put the date and then Patrol Commander will also need to put his approval or disapproval.

So I would say we have 3 stages. Initial stage, we have stage Shift Commander and Patrol Command. In this particular case actually we’ll add also the fourth stage, and the fourth stage will basically say Completed. So once form is done, nobody needs to do anything on the form. It will be just a Read-only. So we’ll start these Options, generic form options, stages, all the same. We’ll call Initial Stage. And then we have, Approval – Approval 1, Approval 2, and Completed. Four stages, those four stages. The form always starts in the first stage here. So I can change the org letter form but it’s also we’ll always will start with just initial.

Now, let’s go to actual form and we need to do some mapping. So here I’ll just select Initial. I’ll select Initial and basically I need to do, just go through the fields and keep selecting what I need but it’s all going to be initial.

So what is important, kind of, before we continue that the fields here is not as important. They’re as not important, what particular form you’re using there. More important is that we define the stage based on how we look on the form, we determine what needs to be there, and we go from there. So let me just finish mapping those. It can be a bit tedious, I can probably select a few fields but…

Probably, we can even make a decision that some of the fields should be required. It’s also possible. But right now, I just want to show you that everything we do. There’s no preparation work. I just do everything that you would do if you would need to implement this functionality. Okay, we’re almost there. Let me see. I have a Date field, Employee Signature, Employee Name. Now, the question is Approved to Disapproved?

This is interesting keys because let’s say when shift come on there, we’ll make a decision Approved To Disapproved. What does it mean for the next patrol command? So, let’s just assume the Shift Commander will say Approved or Disapproved, but the Patrol Commander can’t edit, overwrite one way or another. So for this reason, I will just select either of those fields and I will say that this will be enabled for both approver, an Approval 1 and Approval 2. So either of the commanders can make a decision. It would be enabled for either of them.

Now, Shift Commander, the field will be only in Approval 1. Same applies to the Date field. And Patrol Commander will be only for Stage 2. I think we’re done. Let me save it. So one thing that I want you to consider right now that even we have the stage completed, none of the fields are mapped. And this is done on purpose because one, stage will be completed none of the fields should be enabled. It will be all just Read-Only kind of information.

So as we, well, let me click Publishing. Now, form is being published and let’s actually see that we can open the form and we’ll get initial logic there. Usually, the way we like to work is kind of a step by step. You try first, you see what you got, you see that you like. Okay, it looks good. I see fields enabled, I see the Initial is active. I probably can put, let’s say I would like to have some 4 hours of Annual Leave and I can select, right now, Date. I can put my name here right now and I can apply my Digital Signature.

Okay. And if I submit it, the form should be saved in a document library. Let’s check that. So Request of Leave of Absence. Yes. Just few seconds here, and if I select this form, basically, I can open the Internet browser. I want to make sure that all the data stays there, which obviously it should be. Okay. So, even I saved the document but still it stays in Initial stage because I didn’t make a decision how to switch a stage yet. But the Date is there; my Digital Signature is here, so it’s all good.

Now let’s work on switching the stages. Let me close this one. We’ll go back to Designer. So in a Designer, in Rules section, we’ll go to the On Submit part. Those area where we form is being saved into the SharePoint. This execute system saved to SharePoint. This is what it states: the form is valid, all fields that required are entered and basically, saved it. But here, we’ll put some logic.

So let’s start with the first step and the first step I would like to actually do some validation “If”. And here, you see there’s no any programming. It’s all just being selected, let’s use drag-control, pull and scroll down. So I’ll do just “If”, field validation, if one will be equal to another. I’ll select the function and one function is if on stage and if on stage is Initial, then I can apply action Set Form Stage to Approval 1. So when form is saved, click Submitted. If form is valid, if current stage is Initial which initially it is Initial, then we would like to switch to Approval 1. Before we put more logic there, let’s try. I click Publish. I click Generate the Link again. Let’s open it. Okay, let’s put, this time I would like to have 6 hours. I’ll put my name. It doesn’t matter and let’s click Submit.

Right now, we’re not putting the things that we should put in the end. We are not trying to prepopulate the fields like Printed Name. We’re not trying to make Fields Required. We just working with the stages, we want to see how this works first. Okay, we have a document here so now let’s open it. You can see right now, form is in Approval 1. I see that my controls are enabled. Although that some of the fields are kind of, I didn’t map those fields. I can see it right here so I need to fix those. Let’s see it on this field. But otherwise, obviously, this part works, so let’s do the fixing and also apply the switching to the next step right away.

So, I see that the Sick Leave I believe, it was just you see, enabled here so we need just the Initial, and also Illness, also should just be for Initial. Now, let’s consider what we need to add here to switch from Approval 1 to Approval 2. If I add here, another condition that will say “if current form stage equals Approval 1 then make it Approval 2”, then it would be a bit kind of tricky because if I do that then Initial form will become Approval 1 and right away the rule will turn and change from Approval 1 to Approval 2.

So yes, we just kind of need to be a bit tricky put it here, so it would be if then, we’ll do all the same. So if it is equal Approval 1 – not sure though with this part, I cannot remove it, I just need to make it Approval 2. And right away, we can add that you know, after the second approval, we can make it Completed. Working with this interface, it’s allowed you build the logic, verify the logic without doing any development programming. It’s kind of very straight forward. You can use more complex rules like “if”, “then”, “else”. I just try to keep right now, very straight forward, very understandable, so everyone can do it and understand what we’re doing right now. So in this particular case, this would be set form stage to Completed.

Okay. I think all done. Let’s publish and let’s play entire scenario right now. Okay. Let’s open it.  So let’s say I would like to have a Holiday 8 hours off. I’ll put today’s date. I’ll apply my signature. Right now its stage is Initial. I click Submit and form is saved in SharePoint. We can see it right here, the latest form. Now if I open, we should be already in the first Approval form, stage. Okay, so let’s say as a Shift Commander, the person will say “I approve”. You also can put a current date and apply Signature so it will be labeled with Dmitry, it would be let’s say, Bill Richards. Click Submit. So form is saved now. If we go again, we should be already in Approval 2.

You can see that the Shift Commander are disabled, already applied but as a Patrol Commander, I can say, oh let’s say I can change to Disapprove or Approve and I can apply the Signature again. In this case it would be let’s say… and submit form as well. So we’re done with the second approval and form is saved. So right now if we open the form again… Form is open. You can see the current stage is completed and all the fields are disabled so nothing I can change. So we put a logic, how it goes, if it’s Initial, go to Approval 1, if it’s Approval 1, go to Approval 2 and so on.

Now, while the form is all grayed, and we applied stages, let’s kind of put a bit more things here because I would like to populate Employee Printed Name right away because it knows that it’s right now need, you need it here so I would like to populate it but I would like to populate it smartly. The same let’s say, for the Dates. To use this, I will let you start working right now in On Load when form opens. And here I would say okay, if form opens and initially, I can say if form is new basically. I don’t need to check that stage because the form is new, then let’s set field value and we can select the field. In this particular case, this would be Employee Name and populate, we can type, user, property, current user, and I’ll just select Name.

So if form is new, populate name. But I also can put additional logic here. Let’s say if, if current stage equals approval 1. Then I would like to populate the field. We have a Shift Supervisor Date. This is a date and field for the shift supervisor. And I’ll populate with the current date and time. So when form is loading, if form is new, I would like to populate Employee Name but I can populate the other properties and I will just show you, you know, the access. But also if you already in Approval 1 then I’ll populate Commander Date because I don’t need to populate this field when form is being submitted because it can be approved maybe on different date.

So let’s see how it works. We’re publishing template. Let’s start again. So when form is open, Initial, you can see that I populated right now, Name. Basically it takes current SharePoint user and it writes its name. So look now, let’s just move some data here, doesn’t matter what. But you can see, we don’t need to populate the date of shift commander yet. We need to populate when it will be in his approval queue. So I click Submit. Now let’s open this form again. You can see we populated this time, this field, based on the logic that we right now, in Approval 1 so let’s populate this logic. You can keep adding the, a lot of functionality, a lot of logic. How you need to populate? What can you do? How you can do it? So one of the things, it was asked, how to work with those stages? Actually we’ll be, when we’ll be on the questions I will let her ask about it, permissions and SharePoint groups on this. So this is where we would stop at this point and let’s go back to our presentation and see what is left there.

So right now, actually go to Q&A section. And first, let me go through some of the question that already been asked and answer of those questions and then we go to more of your questions if you have. So there was a person who want to see example, “How to hide a section of the form based on SharePoint groups?” So let’s review this particular cases and we actually will be reviewing based on this particular form. So when we talk about the PDF Forms, in many cases the forms are, have a static layout. It means, it doesn’t have this content reflow. Actually my next webinar, I believe on May 24th, will be about these dynamic, static forms.

If you would like to join, please join. There will be a link later. But we can rather than show or hide, we can basically, enable or disable based on stage. However, you can also enable or disable based on different rules. So if I am a Designer, so one of the functions that I can use here, for example, is let me say, let’s select some field. But the function that I would like to show you, user belongs to group. So you can select if current user belongs to the group and then you can select their SharePoint group by name and specify let’s say, SP Billing Manager. I don’t know why but – so this particular function will return true or false, depending if current user belongs to this particular group. So if I will go for example here, and I say, if it’s Billing Manager then he can change the date, or like HR Manager, they can change Days of Absence.

Okay, you can make it happen. So besides having the ability to work with this particular function, you also have ability to select each particular control and say, Set Control Visibility Hidden or Set Read-Only, or Set Field Required. So you can select that “I would like to hide the field” position, and you put hidden true or false and again this can be value like you put function and variable and so on. So there is a way to show and hide in the form based on different criteria. They not necessary needs to be matched to the stages but it’s definitely possible using the functions.

Okay. Now, next question. “Can Field be updated in SharePoint Workflow?” Yes. Just once again, to highlight you, if you’re using SharePoint on premise, you have those workflow actions. IF you’re using SharePoint online, you also have actions. And if you’re using other tools, you can just update using this SharePoint Column.

“Are submitted results, are searchable in SharePoint?” Yes. 2 ways. First of all when document is saved in SharePoint – and let me just go back with you here. This is actually a PDF document that contains all the date inside of it so it will be searchable. However, for your convenience, you can map a lot of fields that is matter to you. Let’s say for example, the position title. Okay, let’s just click that I would like to map and do we have something like – yeah, go. So I’m mapping this field. If I click Publish right now, again you write the link, open form again. Actually, I managed it, it’s disabled. This is only field I disabled based on the rules. Let me go back. So it will basically be saved in the SharePoint as values. Let me see, I’ve already had some of the values there as well. Okay. Yeah. The job title will be marked to position, let’s count the field data.

Okay. “Can I use the Microsoft Flow to drive the process?” Yes. Microsoft Flow is available in SharePoint. If I’m here right away, you can see that it’s enabled. You can create the flow and then you can just work with the SharePoint columns. Basically you map, let’s say it’s a stage. And you can update this field and it will kind of change the form behavior as well so short answer is definitely Yes. And actually this probably would be one of my webinars. How to use the SharePoint Designer Workflow and Microsoft Flow to Build the Processes with the PDF Forms? Probably sometime in June. Let me see what other questions we have.

“Every time the template is being changed, does it change already saved forms?” No. The template, it just defines the particular logic that kind of revision. Let’s say it’s revision for 2017 month of May. So all forms created based on this template will use this template. If we change the template then all new forms will be using new template but all existing will preserve in the template they used when they created. Similar like on paper.

There are couple questions. “Where I can find more information about the product and trial and pricing model?” It’s, it depends if you would like to use for SharePoint online, then I would recommend you to go to our site pdfsfcloud.com. You can learn about the features here, you can learn about the pricing. If you would like to learn about Enterprise, you can go to do pdfshareforms.com and you will be let pricing information, request for trial, all’s there.

“Do you provide training? There are a lot of features and probably will need to learn all of them.” Yes, we do provide training. It is on-demand training. Small groups, it’s presented remotely. Basically similar to what I do right now but you will be able to talk back to me and also ask your questions and work with particular issues you may think and it would be more structured. We will go from the beginning to all the complex stuff and we’ll go have exercises so training definitely is available.

“Will you provide a recording of this webinar?” Yes. This webinar is being recorded and probably within a day, maybe a couple days, we’ll post it online and send you a link. So if you would like to go back and see, it’s definitely will be there.

Okay let’s see, if we have more questions. Under the questions, “Just to know, how are we adding the stages to the form?” It’s in the SharePoint Designer or PDF Share Forms Designer. The stages – thank you for the question – stages exist inside PDF Share Forms Designer. So I started with just the PDF Form. This form has just fields and right now, no logic behind it. The next step, what I did, I import this form into the Designer and then I clicked Options, Generic Form Options, Stages, and I enabled the stages. I click lots to define more stages here and then I start using those stages over selecting the field and I would say okay, you know, just use this field for this stage. Make it required for this stage and so on. So kind of this way.

Okay. I think that’s all for today. I don’t see any more questions. So guys, I would like to thank you for your time and once again, if you would like, you can join the next webinar. It would be less about the product, more about the forms, content reflow, differences between dynamic forms if you let’s say, consider moving some info parts, it may be interesting for you.

And to summarize, usually stages are presented more than often than not. There’s always some kind of process. And you can re-use your PDF Forms and fields and just add those stages in PDF Share Forms and kind of enable your processes quickly, control your process. In many cases, using stages is not only visual but it will also be easier than building the workflow. You have more control, what you can do, what you cannot do. And the same time, if you would like to use it with the workflow, you’re absolutely welcome.

If you have questions to me, there is my email dmitry@pdfshareforms.com. Don’t hesitate, send me email. If you have more questions, you can go to our website, pdfshareforms.com or you can contact us and we’ll be happy to answer you, or maybe give you some guidance.

So at this point, thank you and ‘till next webinar.