Purpose: Give the business user a brief intro of the builder and highlight key tasks. This will be the first guide a user goes through when logging into the product.
Introduction to HelloWorks
Documents are frustrating to fill out, show confusing terms, and lock away your data. HelloWorks reimagines documents (agreements, forms, etc.) by bringing them online in an entirely new way.
With HelloWorks, mobile-first online questions guide your customers through agreements and forms without ever needing to see the underlying document they are completing. Drag-and-drop functionality makes it possible for you to build and launch multi-form workflows in a matter of minutes. HelloWorks’ online forms auto-populate repetitive information, include conditional logic, and catch errors with data validation. At the end of the document workflow, entered information maps back to the original document and integrates into third-party systems. HelloWorks dramatically increases the accuracy and rate of document completion.
Up until now, building document workflows with HelloWorks required technical developer resources. HelloWorks Builder beta puts the power of HelloWorks into clicks, not code. You can build and launch multi-form workflows with simple drag-and-drop functionality.
When you're ready to build and launch on your own, follow the steps outlined in the Quick Start Guide below:
Quick Product Tour
- When you login to your HelloWorks team, you will see a list of sample workflows on the center pane.
- The left pane contains options to create and launch new workflows.
- You can track the status of your launched workflows using the “Transactions” option on the left pane.
- To add new team members, click on the “Team” option on the left pane and send an invite to their email address.
- Clicking on your name on the top right corner gives you the ability to view and edit your profile and team settings.
Explore the Sample Workflows
Try one of our the sample workflows
- To help you immediately experience the value of HelloWorks we have a few examples for you to explore.
- Feel free to edit and launch these sample workflows to see how you can leverage the capability of our builder to quickly build and automate your workflows.
Create a New Workflow
- Click on “Create new workflow” menu item on the left pane.
- Provide a name to your new workflow.
- On the “Build” tab, click on the “+” icon on the center pane.
- Add components and customize them to match your requirements.
- Give a title to your form by clicking on the “title bar.”
Map your PDF document
- After creating the fields in your forms, the next step is to map those fields with the actual underlying PDF document.
- Click on the “Map” tab.
- Click on “Upload PDF” and simply drag and drop fields from then “Form Data” pane onto your PDF document.
Note - If you don't have an underlying PDF document, we will automatically generate a PDF for your form using our PDF generation feature.
- When you are in a workflow, you can preview it anytime by clicking on “Preview & Publish” button on the top right corner.
- Clicking on “Preview Workflow” sends an email to the associated account with a link to the workflow.
- When you have reviewed and verified your changes in a workflow, click on the “Publish Workflow” option to see the changes reflected when launching the workflow.
Note - All changes made to the workflows will be saved as drafts. Changes will be reflected only when you publish the workflow
- Click on the “Launch Workflow” menu item on the left pane
- Select a workflow from list of available workflows
- Enter the Name & email address of the recipient
- Click “Launch Workflow” to send your workflow to your recipients
- Clicking on the “Transactions” menu on the left pane shows the status of all your launched workflows.
- In Progress, Completed & Failed are some of the common workflow statuses.
- You can download the documents from your completed transactions by clicking on the “Download Files” button.