Fillout Form Portals - Streamline onboarding and forms intake

Fillout’s form portal is an easy way to streamline client onboarding, giving your users one centralized place to submit and update information.

In this video, we walk you through how a typically messy email/spreadsheet wrangling process gets streamlined through a form portal.

🚀 Sign up and start building for free here: ➡️ https://www.fillout.com/form-portal

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0:00 - Why form portals?

0:48 - Create a portal

1:13 - Add tasks

2:33 - Add recurring forms

3:04 - Adding users to the portal

3:57 - Exploring the end-user experience

5:34 - Admin view of users

6:04 - Outro

#forms #formsoftware #portals