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Each option is discussed below. The form's Access Control dictates it's visibility regardless of share options; if you want it to be public, be sure to select Who can start the form? = Anyone (login not required).
Three options (Embedded Form/Workflow, Full Page/Pop Up and Just the iframe) are different ways to let users submit the form from your website without having to navigate elsewhere. These options have associated code on the left which can be cut and pasted into your website. Specific instructions for the code also are provided.
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As users fill out forms and workflows, the values entered into form fields are cached on the server until the form is submitted or until the user's session times out. Each time you navigate a browser to a form link you will see a new form/workflow instance. The fields on the new instance will be empty or may contain default values, values from your back-end system, or values set by a business rule. If you close your browser window/tab and open the form via the share URL again, you will again get a new form/workflow instance.
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Anonymous users can access public forms that include the save/load feature or digital signatures. These features require a login. When the anonymous user clicks to save or sign, they will be prompted with the login screen.
Approval Workflows
Approval workflows are very easy to automate in . The requester fills out the original form (or set of forms) electronically and the workflow is then routed it to the appropriate person or persons according to the desired business scenario. They’re notified with an email and can take action instantly using any device e.g. instant approval using a smartphone. E-signatures are collected and PDFs can be generated along the way. offers multiple integration options so you can save your data.
Approving a Task
Reviewing a task for approval is very easy in using the Task List. The approver can use the 
Quick Approval or the 
Perform icons to display the approval step. Quick Approval displays a Quick View of the task without displaying the entire form. It allows the user whose responsibility it is to review the task (manager, supervisor, reviewer, etc.) to add a comment, approve or reject, sign, and pass it to the next user in the workflow. This works well on mobile devices. If the approver wants to see the entire form they can click the Details button.
Follow these instructions to approve a task for the workflow that you downloaded:
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Let's consider an Expense Report workflow where the first step is performed by the employee, then it is routed to the employee's manager for approval/rejection. If approved, the workflow is then routed to the Payroll department for final processing. A Reject button has been configured for the Manager and Payroll steps and email notification is turned on for all participating users. Visit the Reject to Revise documentation to see an example rejection scenario.
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