Blog

How K-12 Institution Organized Online Communication Through Approval Workflow

Blog

How K-12 Institution Organized Online Communication Through Approval Workflow

Blog

How K-12 Institution Organized Online Communication Through Approval Workflow

Blog

How K-12 Institution Organized Online Communication Through Approval Workflow

Blog

How K-12 Institution Organized Online Communication Through Approval Workflow

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Blog

How K-12 Institution Organized Online Communication Through Approval Workflow

Abby Nieten
/
December 13, 2013
Blog

How K-12 Institution Organized Online Communication Through Approval Workflow

MIN
/
December 13, 2013
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Recently, we debuted our Approval Workflow feature, which allows Formstack users to approve, deny, or comment on form submissions. Approval Workflow features robust functionality that enables teams to quickly collaborate on data, including multi-step approvals, approval routing, and submission access via email.

We've identified three organizations that are successfully developing their business processes around Approval Workflow. We hope to provide your company with case studies about early adopters of Approval Workflow, as well as to inspire your team to start transferring files and communication online.

Customer Spotlight: Tim Nethers, The First Academy

The First Academy is a K-12 college preparatory school located in Orlando, Fla. According to its award-winning website, the faith-based school boasts a 100 percent college acceptance rate for graduating seniors, who have cumulatively received over $41 million in scholarship offers.

Tim Nethers, our customer contact, is The First Academy's front-end web developer. His other specialties include IT support, device and mobile app management, and tech training. Nethers has played a key role in the development of The First Academy's Formstack account, which has grown from 60 forms to over 170 within one year.

The Tech Problem:

After transitioning to his position at The First Academy from a role at a larger university, Nethers found that he didn't have as much time to focus on building forms from scratch.

"At my previous job, I coded all of the university's online forms. However, I was working with a much larger team, so I had more time to focus on coding forms," said Nethers. "When I came to The First Academy, I was the only web guy. I didn't have the time to build forms by hand anymore."

The Solution:

The First Academy already had a Formstack account, so Nethers quickly harnessed this ability to quickly build online forms. "I really love Formstack's integrations, the iframe embed feature, and conditional logic," said Nethers. "We've switched all of our payment processes to online forms, including tuition payment and club fees. It eliminates the need to sort cash payments."

The school also uses Formstack for its annual SummerQuest seasonal education program, which allows students to take courses in photography, theatre, lacrosse and other interests. All registration and medical forms are completed through Formstack and feature conditional logic and e-signature fields. Students can quickly sign up for the courses they want (26 in total) on one organized form using conditional logic.

Related: How The First Academy Overhauled Payment Processes

Where does Approval Workflow come in?

The First Academy is slowly beginning to develop more forms that need to be approved by certain staff members before getting passed to the school principal. For example, the school's medical absence forms first go to one of the school's nurses before being sent to the principal. From there, the principal can approve or deny the absence, as well as write comments on the submission.

"We hope to soon move our admissions approval process to Formstack," said Nethers. "We envision a process where a prospective student applies for The First Academy using a Formstack form, and the admissions department will review the application after their deposit is approved. From there, the submission is passed to the principal."

Nethers also mentioned how they frequently use the approve-by-email feature within Approval Workflow.

Ready to try Approval Workflow at your Business?

Now that we’ve built upon our initial feature, we want to give users the ability to try it for free. If you are on the Starter or Professional plan, but would like to try Formstack’s Approval Workflow, we are offering 30-day trial access to this specific feature. To start your 30-day test period, just click on the Approvals section within your form’s Settings tab.

Try Approval Workflow Now!

Blog

How K-12 Institution Organized Online Communication Through Approval Workflow

Blog

How K-12 Institution Organized Online Communication Through Approval Workflow

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Recently, we debuted our Approval Workflow feature, which allows Formstack users to approve, deny, or comment on form submissions. Approval Workflow features robust functionality that enables teams to quickly collaborate on data, including multi-step approvals, approval routing, and submission access via email.

We've identified three organizations that are successfully developing their business processes around Approval Workflow. We hope to provide your company with case studies about early adopters of Approval Workflow, as well as to inspire your team to start transferring files and communication online.

Customer Spotlight: Tim Nethers, The First Academy

The First Academy is a K-12 college preparatory school located in Orlando, Fla. According to its award-winning website, the faith-based school boasts a 100 percent college acceptance rate for graduating seniors, who have cumulatively received over $41 million in scholarship offers.

Tim Nethers, our customer contact, is The First Academy's front-end web developer. His other specialties include IT support, device and mobile app management, and tech training. Nethers has played a key role in the development of The First Academy's Formstack account, which has grown from 60 forms to over 170 within one year.

The Tech Problem:

After transitioning to his position at The First Academy from a role at a larger university, Nethers found that he didn't have as much time to focus on building forms from scratch.

"At my previous job, I coded all of the university's online forms. However, I was working with a much larger team, so I had more time to focus on coding forms," said Nethers. "When I came to The First Academy, I was the only web guy. I didn't have the time to build forms by hand anymore."

The Solution:

The First Academy already had a Formstack account, so Nethers quickly harnessed this ability to quickly build online forms. "I really love Formstack's integrations, the iframe embed feature, and conditional logic," said Nethers. "We've switched all of our payment processes to online forms, including tuition payment and club fees. It eliminates the need to sort cash payments."

The school also uses Formstack for its annual SummerQuest seasonal education program, which allows students to take courses in photography, theatre, lacrosse and other interests. All registration and medical forms are completed through Formstack and feature conditional logic and e-signature fields. Students can quickly sign up for the courses they want (26 in total) on one organized form using conditional logic.

Related: How The First Academy Overhauled Payment Processes

Where does Approval Workflow come in?

The First Academy is slowly beginning to develop more forms that need to be approved by certain staff members before getting passed to the school principal. For example, the school's medical absence forms first go to one of the school's nurses before being sent to the principal. From there, the principal can approve or deny the absence, as well as write comments on the submission.

"We hope to soon move our admissions approval process to Formstack," said Nethers. "We envision a process where a prospective student applies for The First Academy using a Formstack form, and the admissions department will review the application after their deposit is approved. From there, the submission is passed to the principal."

Nethers also mentioned how they frequently use the approve-by-email feature within Approval Workflow.

Ready to try Approval Workflow at your Business?

Now that we’ve built upon our initial feature, we want to give users the ability to try it for free. If you are on the Starter or Professional plan, but would like to try Formstack’s Approval Workflow, we are offering 30-day trial access to this specific feature. To start your 30-day test period, just click on the Approvals section within your form’s Settings tab.

Try Approval Workflow Now!

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How K-12 Institution Organized Online Communication Through Approval Workflow

How The First Academy uses Approval Workflow to organizes files and communication.
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Recently, we debuted our Approval Workflow feature, which allows Formstack users to approve, deny, or comment on form submissions. Approval Workflow features robust functionality that enables teams to quickly collaborate on data, including multi-step approvals, approval routing, and submission access via email.

We've identified three organizations that are successfully developing their business processes around Approval Workflow. We hope to provide your company with case studies about early adopters of Approval Workflow, as well as to inspire your team to start transferring files and communication online.

Customer Spotlight: Tim Nethers, The First Academy

The First Academy is a K-12 college preparatory school located in Orlando, Fla. According to its award-winning website, the faith-based school boasts a 100 percent college acceptance rate for graduating seniors, who have cumulatively received over $41 million in scholarship offers.

Tim Nethers, our customer contact, is The First Academy's front-end web developer. His other specialties include IT support, device and mobile app management, and tech training. Nethers has played a key role in the development of The First Academy's Formstack account, which has grown from 60 forms to over 170 within one year.

The Tech Problem:

After transitioning to his position at The First Academy from a role at a larger university, Nethers found that he didn't have as much time to focus on building forms from scratch.

"At my previous job, I coded all of the university's online forms. However, I was working with a much larger team, so I had more time to focus on coding forms," said Nethers. "When I came to The First Academy, I was the only web guy. I didn't have the time to build forms by hand anymore."

The Solution:

The First Academy already had a Formstack account, so Nethers quickly harnessed this ability to quickly build online forms. "I really love Formstack's integrations, the iframe embed feature, and conditional logic," said Nethers. "We've switched all of our payment processes to online forms, including tuition payment and club fees. It eliminates the need to sort cash payments."

The school also uses Formstack for its annual SummerQuest seasonal education program, which allows students to take courses in photography, theatre, lacrosse and other interests. All registration and medical forms are completed through Formstack and feature conditional logic and e-signature fields. Students can quickly sign up for the courses they want (26 in total) on one organized form using conditional logic.

Related: How The First Academy Overhauled Payment Processes

Where does Approval Workflow come in?

The First Academy is slowly beginning to develop more forms that need to be approved by certain staff members before getting passed to the school principal. For example, the school's medical absence forms first go to one of the school's nurses before being sent to the principal. From there, the principal can approve or deny the absence, as well as write comments on the submission.

"We hope to soon move our admissions approval process to Formstack," said Nethers. "We envision a process where a prospective student applies for The First Academy using a Formstack form, and the admissions department will review the application after their deposit is approved. From there, the submission is passed to the principal."

Nethers also mentioned how they frequently use the approve-by-email feature within Approval Workflow.

Ready to try Approval Workflow at your Business?

Now that we’ve built upon our initial feature, we want to give users the ability to try it for free. If you are on the Starter or Professional plan, but would like to try Formstack’s Approval Workflow, we are offering 30-day trial access to this specific feature. To start your 30-day test period, just click on the Approvals section within your form’s Settings tab.

Try Approval Workflow Now!

Recently, we debuted our Approval Workflow feature, which allows Formstack users to approve, deny, or comment on form submissions. Approval Workflow features robust functionality that enables teams to quickly collaborate on data, including multi-step approvals, approval routing, and submission access via email.

We've identified three organizations that are successfully developing their business processes around Approval Workflow. We hope to provide your company with case studies about early adopters of Approval Workflow, as well as to inspire your team to start transferring files and communication online.

Customer Spotlight: Tim Nethers, The First Academy

The First Academy is a K-12 college preparatory school located in Orlando, Fla. According to its award-winning website, the faith-based school boasts a 100 percent college acceptance rate for graduating seniors, who have cumulatively received over $41 million in scholarship offers.

Tim Nethers, our customer contact, is The First Academy's front-end web developer. His other specialties include IT support, device and mobile app management, and tech training. Nethers has played a key role in the development of The First Academy's Formstack account, which has grown from 60 forms to over 170 within one year.

The Tech Problem:

After transitioning to his position at The First Academy from a role at a larger university, Nethers found that he didn't have as much time to focus on building forms from scratch.

"At my previous job, I coded all of the university's online forms. However, I was working with a much larger team, so I had more time to focus on coding forms," said Nethers. "When I came to The First Academy, I was the only web guy. I didn't have the time to build forms by hand anymore."

The Solution:

The First Academy already had a Formstack account, so Nethers quickly harnessed this ability to quickly build online forms. "I really love Formstack's integrations, the iframe embed feature, and conditional logic," said Nethers. "We've switched all of our payment processes to online forms, including tuition payment and club fees. It eliminates the need to sort cash payments."

The school also uses Formstack for its annual SummerQuest seasonal education program, which allows students to take courses in photography, theatre, lacrosse and other interests. All registration and medical forms are completed through Formstack and feature conditional logic and e-signature fields. Students can quickly sign up for the courses they want (26 in total) on one organized form using conditional logic.

Related: How The First Academy Overhauled Payment Processes

Where does Approval Workflow come in?

The First Academy is slowly beginning to develop more forms that need to be approved by certain staff members before getting passed to the school principal. For example, the school's medical absence forms first go to one of the school's nurses before being sent to the principal. From there, the principal can approve or deny the absence, as well as write comments on the submission.

"We hope to soon move our admissions approval process to Formstack," said Nethers. "We envision a process where a prospective student applies for The First Academy using a Formstack form, and the admissions department will review the application after their deposit is approved. From there, the submission is passed to the principal."

Nethers also mentioned how they frequently use the approve-by-email feature within Approval Workflow.

Ready to try Approval Workflow at your Business?

Now that we’ve built upon our initial feature, we want to give users the ability to try it for free. If you are on the Starter or Professional plan, but would like to try Formstack’s Approval Workflow, we are offering 30-day trial access to this specific feature. To start your 30-day test period, just click on the Approvals section within your form’s Settings tab.

Try Approval Workflow Now!

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Recently, we debuted our Approval Workflow feature, which allows Formstack users to approve, deny, or comment on form submissions. Approval Workflow features robust functionality that enables teams to quickly collaborate on data, including multi-step approvals, approval routing, and submission access via email.

We've identified three organizations that are successfully developing their business processes around Approval Workflow. We hope to provide your company with case studies about early adopters of Approval Workflow, as well as to inspire your team to start transferring files and communication online.

Customer Spotlight: Tim Nethers, The First Academy

The First Academy is a K-12 college preparatory school located in Orlando, Fla. According to its award-winning website, the faith-based school boasts a 100 percent college acceptance rate for graduating seniors, who have cumulatively received over $41 million in scholarship offers.

Tim Nethers, our customer contact, is The First Academy's front-end web developer. His other specialties include IT support, device and mobile app management, and tech training. Nethers has played a key role in the development of The First Academy's Formstack account, which has grown from 60 forms to over 170 within one year.

The Tech Problem:

After transitioning to his position at The First Academy from a role at a larger university, Nethers found that he didn't have as much time to focus on building forms from scratch.

"At my previous job, I coded all of the university's online forms. However, I was working with a much larger team, so I had more time to focus on coding forms," said Nethers. "When I came to The First Academy, I was the only web guy. I didn't have the time to build forms by hand anymore."

The Solution:

The First Academy already had a Formstack account, so Nethers quickly harnessed this ability to quickly build online forms. "I really love Formstack's integrations, the iframe embed feature, and conditional logic," said Nethers. "We've switched all of our payment processes to online forms, including tuition payment and club fees. It eliminates the need to sort cash payments."

The school also uses Formstack for its annual SummerQuest seasonal education program, which allows students to take courses in photography, theatre, lacrosse and other interests. All registration and medical forms are completed through Formstack and feature conditional logic and e-signature fields. Students can quickly sign up for the courses they want (26 in total) on one organized form using conditional logic.

Related: How The First Academy Overhauled Payment Processes

Where does Approval Workflow come in?

The First Academy is slowly beginning to develop more forms that need to be approved by certain staff members before getting passed to the school principal. For example, the school's medical absence forms first go to one of the school's nurses before being sent to the principal. From there, the principal can approve or deny the absence, as well as write comments on the submission.

"We hope to soon move our admissions approval process to Formstack," said Nethers. "We envision a process where a prospective student applies for The First Academy using a Formstack form, and the admissions department will review the application after their deposit is approved. From there, the submission is passed to the principal."

Nethers also mentioned how they frequently use the approve-by-email feature within Approval Workflow.

Ready to try Approval Workflow at your Business?

Now that we’ve built upon our initial feature, we want to give users the ability to try it for free. If you are on the Starter or Professional plan, but would like to try Formstack’s Approval Workflow, we are offering 30-day trial access to this specific feature. To start your 30-day test period, just click on the Approvals section within your form’s Settings tab.

Try Approval Workflow Now!

Recently, we debuted our Approval Workflow feature, which allows Formstack users to approve, deny, or comment on form submissions. Approval Workflow features robust functionality that enables teams to quickly collaborate on data, including multi-step approvals, approval routing, and submission access via email.

We've identified three organizations that are successfully developing their business processes around Approval Workflow. We hope to provide your company with case studies about early adopters of Approval Workflow, as well as to inspire your team to start transferring files and communication online.

Customer Spotlight: Tim Nethers, The First Academy

The First Academy is a K-12 college preparatory school located in Orlando, Fla. According to its award-winning website, the faith-based school boasts a 100 percent college acceptance rate for graduating seniors, who have cumulatively received over $41 million in scholarship offers.

Tim Nethers, our customer contact, is The First Academy's front-end web developer. His other specialties include IT support, device and mobile app management, and tech training. Nethers has played a key role in the development of The First Academy's Formstack account, which has grown from 60 forms to over 170 within one year.

The Tech Problem:

After transitioning to his position at The First Academy from a role at a larger university, Nethers found that he didn't have as much time to focus on building forms from scratch.

"At my previous job, I coded all of the university's online forms. However, I was working with a much larger team, so I had more time to focus on coding forms," said Nethers. "When I came to The First Academy, I was the only web guy. I didn't have the time to build forms by hand anymore."

The Solution:

The First Academy already had a Formstack account, so Nethers quickly harnessed this ability to quickly build online forms. "I really love Formstack's integrations, the iframe embed feature, and conditional logic," said Nethers. "We've switched all of our payment processes to online forms, including tuition payment and club fees. It eliminates the need to sort cash payments."

The school also uses Formstack for its annual SummerQuest seasonal education program, which allows students to take courses in photography, theatre, lacrosse and other interests. All registration and medical forms are completed through Formstack and feature conditional logic and e-signature fields. Students can quickly sign up for the courses they want (26 in total) on one organized form using conditional logic.

Related: How The First Academy Overhauled Payment Processes

Where does Approval Workflow come in?

The First Academy is slowly beginning to develop more forms that need to be approved by certain staff members before getting passed to the school principal. For example, the school's medical absence forms first go to one of the school's nurses before being sent to the principal. From there, the principal can approve or deny the absence, as well as write comments on the submission.

"We hope to soon move our admissions approval process to Formstack," said Nethers. "We envision a process where a prospective student applies for The First Academy using a Formstack form, and the admissions department will review the application after their deposit is approved. From there, the submission is passed to the principal."

Nethers also mentioned how they frequently use the approve-by-email feature within Approval Workflow.

Ready to try Approval Workflow at your Business?

Now that we’ve built upon our initial feature, we want to give users the ability to try it for free. If you are on the Starter or Professional plan, but would like to try Formstack’s Approval Workflow, we are offering 30-day trial access to this specific feature. To start your 30-day test period, just click on the Approvals section within your form’s Settings tab.

Try Approval Workflow Now!

Recently, we debuted our Approval Workflow feature, which allows Formstack users to approve, deny, or comment on form submissions. Approval Workflow features robust functionality that enables teams to quickly collaborate on data, including multi-step approvals, approval routing, and submission access via email.

We've identified three organizations that are successfully developing their business processes around Approval Workflow. We hope to provide your company with case studies about early adopters of Approval Workflow, as well as to inspire your team to start transferring files and communication online.

Customer Spotlight: Tim Nethers, The First Academy

The First Academy is a K-12 college preparatory school located in Orlando, Fla. According to its award-winning website, the faith-based school boasts a 100 percent college acceptance rate for graduating seniors, who have cumulatively received over $41 million in scholarship offers.

Tim Nethers, our customer contact, is The First Academy's front-end web developer. His other specialties include IT support, device and mobile app management, and tech training. Nethers has played a key role in the development of The First Academy's Formstack account, which has grown from 60 forms to over 170 within one year.

The Tech Problem:

After transitioning to his position at The First Academy from a role at a larger university, Nethers found that he didn't have as much time to focus on building forms from scratch.

"At my previous job, I coded all of the university's online forms. However, I was working with a much larger team, so I had more time to focus on coding forms," said Nethers. "When I came to The First Academy, I was the only web guy. I didn't have the time to build forms by hand anymore."

The Solution:

The First Academy already had a Formstack account, so Nethers quickly harnessed this ability to quickly build online forms. "I really love Formstack's integrations, the iframe embed feature, and conditional logic," said Nethers. "We've switched all of our payment processes to online forms, including tuition payment and club fees. It eliminates the need to sort cash payments."

The school also uses Formstack for its annual SummerQuest seasonal education program, which allows students to take courses in photography, theatre, lacrosse and other interests. All registration and medical forms are completed through Formstack and feature conditional logic and e-signature fields. Students can quickly sign up for the courses they want (26 in total) on one organized form using conditional logic.

Related: How The First Academy Overhauled Payment Processes

Where does Approval Workflow come in?

The First Academy is slowly beginning to develop more forms that need to be approved by certain staff members before getting passed to the school principal. For example, the school's medical absence forms first go to one of the school's nurses before being sent to the principal. From there, the principal can approve or deny the absence, as well as write comments on the submission.

"We hope to soon move our admissions approval process to Formstack," said Nethers. "We envision a process where a prospective student applies for The First Academy using a Formstack form, and the admissions department will review the application after their deposit is approved. From there, the submission is passed to the principal."

Nethers also mentioned how they frequently use the approve-by-email feature within Approval Workflow.

Ready to try Approval Workflow at your Business?

Now that we’ve built upon our initial feature, we want to give users the ability to try it for free. If you are on the Starter or Professional plan, but would like to try Formstack’s Approval Workflow, we are offering 30-day trial access to this specific feature. To start your 30-day test period, just click on the Approvals section within your form’s Settings tab.

Try Approval Workflow Now!

Recently, we debuted our Approval Workflow feature, which allows Formstack users to approve, deny, or comment on form submissions. Approval Workflow features robust functionality that enables teams to quickly collaborate on data, including multi-step approvals, approval routing, and submission access via email.

We've identified three organizations that are successfully developing their business processes around Approval Workflow. We hope to provide your company with case studies about early adopters of Approval Workflow, as well as to inspire your team to start transferring files and communication online.

Customer Spotlight: Tim Nethers, The First Academy

The First Academy is a K-12 college preparatory school located in Orlando, Fla. According to its award-winning website, the faith-based school boasts a 100 percent college acceptance rate for graduating seniors, who have cumulatively received over $41 million in scholarship offers.

Tim Nethers, our customer contact, is The First Academy's front-end web developer. His other specialties include IT support, device and mobile app management, and tech training. Nethers has played a key role in the development of The First Academy's Formstack account, which has grown from 60 forms to over 170 within one year.

The Tech Problem:

After transitioning to his position at The First Academy from a role at a larger university, Nethers found that he didn't have as much time to focus on building forms from scratch.

"At my previous job, I coded all of the university's online forms. However, I was working with a much larger team, so I had more time to focus on coding forms," said Nethers. "When I came to The First Academy, I was the only web guy. I didn't have the time to build forms by hand anymore."

The Solution:

The First Academy already had a Formstack account, so Nethers quickly harnessed this ability to quickly build online forms. "I really love Formstack's integrations, the iframe embed feature, and conditional logic," said Nethers. "We've switched all of our payment processes to online forms, including tuition payment and club fees. It eliminates the need to sort cash payments."

The school also uses Formstack for its annual SummerQuest seasonal education program, which allows students to take courses in photography, theatre, lacrosse and other interests. All registration and medical forms are completed through Formstack and feature conditional logic and e-signature fields. Students can quickly sign up for the courses they want (26 in total) on one organized form using conditional logic.

Related: How The First Academy Overhauled Payment Processes

Where does Approval Workflow come in?

The First Academy is slowly beginning to develop more forms that need to be approved by certain staff members before getting passed to the school principal. For example, the school's medical absence forms first go to one of the school's nurses before being sent to the principal. From there, the principal can approve or deny the absence, as well as write comments on the submission.

"We hope to soon move our admissions approval process to Formstack," said Nethers. "We envision a process where a prospective student applies for The First Academy using a Formstack form, and the admissions department will review the application after their deposit is approved. From there, the submission is passed to the principal."

Nethers also mentioned how they frequently use the approve-by-email feature within Approval Workflow.

Ready to try Approval Workflow at your Business?

Now that we’ve built upon our initial feature, we want to give users the ability to try it for free. If you are on the Starter or Professional plan, but would like to try Formstack’s Approval Workflow, we are offering 30-day trial access to this specific feature. To start your 30-day test period, just click on the Approvals section within your form’s Settings tab.

Try Approval Workflow Now!

Recently, we debuted our Approval Workflow feature, which allows Formstack users to approve, deny, or comment on form submissions. Approval Workflow features robust functionality that enables teams to quickly collaborate on data, including multi-step approvals, approval routing, and submission access via email.

We've identified three organizations that are successfully developing their business processes around Approval Workflow. We hope to provide your company with case studies about early adopters of Approval Workflow, as well as to inspire your team to start transferring files and communication online.

Customer Spotlight: Tim Nethers, The First Academy

The First Academy is a K-12 college preparatory school located in Orlando, Fla. According to its award-winning website, the faith-based school boasts a 100 percent college acceptance rate for graduating seniors, who have cumulatively received over $41 million in scholarship offers.

Tim Nethers, our customer contact, is The First Academy's front-end web developer. His other specialties include IT support, device and mobile app management, and tech training. Nethers has played a key role in the development of The First Academy's Formstack account, which has grown from 60 forms to over 170 within one year.

The Tech Problem:

After transitioning to his position at The First Academy from a role at a larger university, Nethers found that he didn't have as much time to focus on building forms from scratch.

"At my previous job, I coded all of the university's online forms. However, I was working with a much larger team, so I had more time to focus on coding forms," said Nethers. "When I came to The First Academy, I was the only web guy. I didn't have the time to build forms by hand anymore."

The Solution:

The First Academy already had a Formstack account, so Nethers quickly harnessed this ability to quickly build online forms. "I really love Formstack's integrations, the iframe embed feature, and conditional logic," said Nethers. "We've switched all of our payment processes to online forms, including tuition payment and club fees. It eliminates the need to sort cash payments."

The school also uses Formstack for its annual SummerQuest seasonal education program, which allows students to take courses in photography, theatre, lacrosse and other interests. All registration and medical forms are completed through Formstack and feature conditional logic and e-signature fields. Students can quickly sign up for the courses they want (26 in total) on one organized form using conditional logic.

Related: How The First Academy Overhauled Payment Processes

Where does Approval Workflow come in?

The First Academy is slowly beginning to develop more forms that need to be approved by certain staff members before getting passed to the school principal. For example, the school's medical absence forms first go to one of the school's nurses before being sent to the principal. From there, the principal can approve or deny the absence, as well as write comments on the submission.

"We hope to soon move our admissions approval process to Formstack," said Nethers. "We envision a process where a prospective student applies for The First Academy using a Formstack form, and the admissions department will review the application after their deposit is approved. From there, the submission is passed to the principal."

Nethers also mentioned how they frequently use the approve-by-email feature within Approval Workflow.

Ready to try Approval Workflow at your Business?

Now that we’ve built upon our initial feature, we want to give users the ability to try it for free. If you are on the Starter or Professional plan, but would like to try Formstack’s Approval Workflow, we are offering 30-day trial access to this specific feature. To start your 30-day test period, just click on the Approvals section within your form’s Settings tab.

Try Approval Workflow Now!

Abby Nieten
Abby is Manager of Content Strategy at Formstack, where she leads an amazing team of marketing content creators and spearheads content projects. Before joining the Formstack team, she studied journalism and publishing at UIndy and worked for several years as a professional editor.
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.