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New Feature: ProntoForms Teamwork Direct Transfer
ProntoForms Teamwork was launched earlier this year and is a feature that enables you to transfer incomplete forms between mobile users.
With the initial launch of ProntoForms Teamwork, two options for moving incomplete forms between technicians were available.
- Web Portal Reassign. Using the Web Portal, a ProntoForms admin can unassign/reassign an incomplete/unassigned form. (Always enabled for Teamwork-enabled forms).
- Mobile Search & Claim. A mobile user can search for incomplete forms and claim unassigned ones. (Optional for Teamwork-enabled forms).
A third transfer method is now available: ProntoForms Teamwork Direct Transfer.
With ProntoForms Teamwork Direct Transfer, a mobile user can transfer an incomplete form to the user of their choosing, and the form appears in that person’s inbox. This action eliminates the need for a ProntoForms admin to reassign, or a user to search and claim the form.
Additional configuration needs to be performed to enable this new feature on your forms. If you are already using Teamwork with your forms, you simply need to enable this new option in the Form Settings.
Comments, questions? Check out the new ProntoForms Community!
ProntoForms Teamwork Direct Transfer is part of ProntoForms Teamwork functionality, which is available on the Enterprise tier.
How ProntoForms Teamwork Works
Steps to Enable ProntoForms Teamwork on a Form
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