How can I share multiple forms with someone?

Modified on Mon, 18 Mar 2024 at 02:18 PM

The Packets feature is only available with the Plus Package or as an Add On

Depending on your processes and the forms you're using, you may need your users to complete multiple forms and track their progress. This is especially useful when you're onboarding a new employee or making a request for approval that has multiple forms that all need to be completed simultaneously. A Packet on Droplet contains a group of forms that all follow their unique workflows but can be viewed in one place. 

You can do this through Droplet by creating a packet template of forms and then assigning that packet to a particular user. You'll be able to track that user's progress by watching the packet progress instead of tracking each submission individually on your All Submissions page. You also have the option to create notifications for certain people at different stages of packet completion. 

When your users receive a packet assignment, they have a Home page, just like your Droplet Home page, that will help them keep track of their progress on the forms they need to complete. No more trying to find multiple links in multiple emails, they will receive an email with one link to the packet assignment and then their last completed form will direct them to this to-do list each time they move to the next assigned form. 

To start using the packets feature, a user with permission in their role will need to create a packet template for each situation packets would be useful. Once a template is created, it can be assigned to each user by someone with the required account permissions. These templates can be used over and over for each matching situation. 

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