September Update with MANAGE FORMS
Hi there, we are happy to announce that PerformFlow has some latest changes in new features:
- Launch “MANAGE FORMS” – a new version of Recipient Dashboard;
- Updates on UI and UX for better experiences.
Let’s check below for more details:
About Manage Forms
Recently, we have received many requests from users if we can provide a better interface for Recipient Dashboard. That’s why PerformFlow now has completely changed the previous Recipient Dashboard to Manage Forms, with the aims to optimize the Forms management for all users to track their forms and to save their working time.
Access Manage Forms
To get the latest experience with Manage Forms, please click here: Manage Forms or from the Log In page on our homepage, click on “Manage Forms” as below:
*Note: The form name will be displayed under the Form Title, not the Google Drive Form Name as previously in order to reduce the amount of time loading data. If there are forms displayed as “Untitled form”, click here to know how to set the Form Title.
In this Manage Dashboard, users can know the latest form submission shown by Last used time, and how many responses are available in each form, including their status: In Progress, Info Requested, Approved, Rejected.
Actions supports users to track all Requests submitted of such Form, open Form, open Spreadsheet or Deactivate Form.
To access the Requests Management Dashboard, users can directly click on the form, or click on Actions button, then choose Track Requests.
In this Request Dashboard, the default filter will be All Overall Status, and it is sorted by Request Number order, from the latest to the oldest.
Click on a request, users can track the list of recipients which are grouped by each step, and the status/comment of each recipient.
There will be actions:
- Resend – allows users to resend missed emails which were not received by the recipients.
- Edit – allows users to edit recipient emails.
Updates on UI and UX
To provide our users’ the most ultimate experiences with PerformFlow, our development team has just release an update on UI&UX, with the neat interface and highlighted labels for clearer contents.
Mode selection is minimalized
Old UI & UX
New UI & UX
Buttons for adding static emails and dynamic recipients are highlighted.
Old UI & UX
New UI & UX
Easier to access Dashboard on Menu bar
Description for functional buttons
That’s it! We hope these new updates would be an ultimate tool to help you save your time and efforts on working with forms and data.
Thank you for supporting PerformFlow until this day. We’re grateful to have clients like you!
For any questions or concerns, please send us email to [email protected].