There is another way to automate even further. Have users purchase a product, go to their portal to register, or sign a document after form submission by adding steps. Click the pencil after creating the form to add steps.

Whether youd like to add steps to a new form or to an existing form, NannyLogic makes it super easy!

NEW FORM

When creating a new form, a step question will prompt you to select yes or no. If you’d like to add steps, click YES. Choose a step and add the step. Once you’re back to the main form page, you will notice the steps in blue next to your form.

EXISTING FORM

On the main form page, scroll down to the form you’d like to add steps to. Click on the pencil icon to edit the form and select YES to the step question. Follow the steps mentioned above.