Step 1: Create a Portals group to easily consolidate important forms in one place. Improve user experience by adding a relevant name, image, and description to your Portal.
Step 2: Add forms and participants, and begin sharing forms with your Portals group. This can include anyone inside or outside your organization, even if they do not have a Formstack account.
Step 3: Set form due dates and email reminders to ensure forms are submitted on time. Track who is and isn’t filling out forms, and send scheduled reminder emails to any or all participants.
To learn more about setup, please read this help article.