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ProntoForms has released a new Direct Transfer method for ProntoForms Teamwork

  • 1.  ProntoForms has released a new Direct Transfer method for ProntoForms Teamwork

    Posted 10-19-2021 13:47
    Hi Everyone,

    I wanted to let our users know that we've released a third transfer method for our Teamwork functionality: 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.



    Check out our feature announcement for more information and how to get started: Announcing New Feature: ProntoForms Teamwork Direct Transfer
    ProntoForms Help & Support remove preview
    Announcing 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.
    View this on ProntoForms Help & Support >
     
    Let us know if this is something you were looking for, and how it works out for you!

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    Natalie Tallon
    Product Manager
    ProntoForms
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