Add-On

Streamline processes. Boost efficiency.

Make collecting and distributing information easier with Formstack's Portals add-on.

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Access Formstack's powerful Portals feature.

Add Portals to your Formstack account to access an intuitive web portals system that acts as an easily accessible hub for your forms. Use this hub to seamlessly share individual forms or groups of forms with designated people inside or outside of your organization.

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Get organized.

Use Portals to organize all your important forms in one place and set due dates for completion.

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Stay informed.

Track user completion of your forms, and access form submissions directly from the Portals app.

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Communicate better.

Stop bugging employees and customers by sending automated reminder emails to the right people.

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Boost efficiency.

Streamline processes across departments to save time, enhance efficiency, and improve productivity.

An effective web portals system for online forms.

Set up a Form Portals group.

This allows you to easily consolidate important forms in one place.

Share your Portal.

You can then share forms in a Portals group with anyone in or outside your organization, whether or not they have a Formstack account.

Set form due dates and email reminders.

Set form due dates and email reminders to ensure that forms are submitted on time.

Track your forms.

Track who is and isn’t filling out forms, and send scheduled reminder emails to any or all participants.

Formstack's Portals add-on is great for:

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Project Management

Keep projects moving by reminding managers and other team members to complete important tasks.

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Healthcare

Ensure that patients, staff, and other stakeholders complete necessary forms for registrations and appointments.

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Finance

Improve vendor management and expense reporting by getting the required documentation in a timely manner.

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Human Resources

Remind employees to fill out important forms and surveys for hiring, onboarding, engagement, benefits, and more.

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Event Management

Handle event logistics with ease by sending reminders to people who still need to register or provide services.

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Surveys & Research

Improve the success chance of your surveys by sending timely reminders to people that still need to fill them out.

Ready to get started?
Connect with us and discover how Portals can streamline process workflows for your organization.