Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1 Add Static & Dynamic Recipients
1.3 Set Conditions for Recipient
Mode 2 & 3: Generate & Send PDF/document only
2.1 How to generate PDF/document
2.2 Common file template errors
2.3 Send PDF/documents to recipients
2.4 Send PDF/documents to respondents
3.1 Combine Modes – Setup File Template
3.2 Combine Modes – Add recipients
Email Settings & Features:
4.1 Options for Sending Final Email
4.2 Enable/Disable Sheets Report on Final Email
4.3 Show File Attachment Link On Emails
4.4 Resend Email to Recipient & Edit Recipient Email
4.6 Dynamic Fields of Custom Email Template
4.7 Set Conditions for Custom Email Template
Team Plan:
Additional Features:
6.1 Set Reminder & Auto Approve/Reject
6.2 Resend All Pending Requests
6.5 Approval Link Authentication
6.7 Transfer Paid Plan To Other User
6.8 Avoid Automatic Approval/Rejection
6.11. Cancel a Request via Email
6.13. Change Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Set Conditions for Destination Folders
6.17. Form Owner Approves on Behalf of Recipients
We’re very happy to introduce a new feature to our PerformFlow – the option to transfer plan from one user to another.
Let’s take a look at how to Transfer Plan To Other Users.
Step 1: Go to PerformFlow Dashboard. Click on the Transfer Plan To Other Users button on the “Subscription” page.
Step 2: Enter the email address of the new user. Then click on “Transfer User Plan“
Step 3: Confirm the transfer by clicking on Yes, transfer now.
Step 4: Go to your current email inbox to find the verification code. Then enter it in the popup, click on Verify
Now. After that, the plan will be transferred successfully.
Note: The plan transferring feature is only applied when you transfer paid plan from current account to a new account with free plan.