If you need multiple people to contribute to a Workflow, you can create a Workflow with multiple webforms. For example, you may have a leasing document that needs to be completed by both a landlord and a tenant. Or, you may be opening a new account for a client and want to pre-fill as much of their information as possible. Both of these objectives can be accomplished with multiple webforms.
The Workflow will always start with the first webform (the entry webform). At the end of the entry webform, instead of a completed submission notification or signature page, you will see a link to copy for the next webform. This link can be shared with the party that needs to complete the next webform. Only when all webforms are completed will Anvil request signatures and/or generate a PDF packet.
How to navigate to the Workflow editor
Click the + Add a webform button just above the upper left corner of the active webform.
Give your new webform a name and URL slug, then click Create.
To add another webform, the + Add button can now be found in the dropdown under the webform name.
Try our API and no-code tools to see how easy it is to convert PDFs into webforms, e-sign PDFs, and embed Workflows in your application. No credit card required.
Our Maker plan includes 500 PDFs filled or generated over API, 5 Etch e-signatures, and 5 Workflows each month.