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Release Notes – Version 3.06

Version 3.06 New and Updated Features Workflow Added new screen for users to work their items and run reports for their own workflow Added button in Home page panel to go to new workflow screen Added ability for Portal Passwords to be hard coded into the work trigger...

Step-By-Step: Contact Us Workflow

Building a Contact Us Workflow – Step by Step In our previous post, Step-By-Step: Contact Us Form, we discussed the creation of a Contact Us Form and how to publish that for use on your Web site. In this article we will extend that lesson and discuss how to...

Step-By-Step: Contact Us Form

Building a Contact Us Form – Step by Step Most sites have a Contact Us form where users can ask questions or leave comments about the Web site, products, services and more. The problem with most systems like WordPress or other Web site builders is they only...

Release Notes – Version 3.05

Version 3.05 New and Updated Features Workflow Added Thumbs Up and Thumbs Down as available button icons Added “Missing Documents” variable to allow recording the missing document names into Notes or Fields Renamed Indexing Automation screen selection...
Portals vs. Public E-Forms

Portals vs. Public E-Forms

Portals vs. Public E-Forms There are two basic ways to interact with external users – Portals and Public E-Forms. Both have their benefits and uses but both have different requirements and outcomes. So the question is “When do I use Portals vs. Public...