3 Ways Tagging Forms Can Improve Your Record-Keeping
Not all form solutions were created equal. Most mobile form solutions force your team to work within a rigid, inflexible platform, largely limiting record-keeping capabilities. One of the many advantages of using GoFormz is the ability to Tag, and even Auto-Tag forms.
Tags provide a method for grouping forms by relevance or topic, making it easier for users to find the forms they need. For example, a Tag could be created for a specific department, project or technician. Tags can be added individually to forms, or automated via workflows. Interested in how Tags can improve your record-keeping? Here are five benefits to anticipate:
- Easier and faster form recall
Hunting through cluttered file cabinets is a waste of time (and patience). With Tags, locating your form is simple and searchable. - Customer-centric records
With dedicated customer Tags, identifying customer records is quick and easy –– improving responsiveness and client facing efficiency. - Effortless organization
With automated Tagging, keeping your account and digital documents organized can become effortless (literally). Tags can be automatically applied to forms when they meet specific criteria (e.g. when a specific customer or company name is entered).
Ready to implement this powerful feature? Click the button below to learn to implement form Tagging throughout your account.
