Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1. Add Static & Dynamic Recipients
1.3. Set Conditions for the Recipient
1.7. Add & Use Recipient Group
Mode 2 & 3: Generate & Send PDF/document only
2.1. How to generate a 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. Change Final Email Settings to Save Quota
4.3. Show or Hide the Sheets Report in the Final Email
4.4. Show File Attachment With Recipients
4.6. Customize Email Templates
4.8. Set Conditions for Custom Email Template
4.9. Add CC and BCC Email Addresses
Team Plan:
5.2. Share Edit Permission With Team Member
Additional Features:
6.1. Set Reminders for Approval Emails
6.2. Resend All Pending Requests
6.3. Dashboard or Form Management Page
6.5. Approval Link Authentication
6.6. Transfer All Forms to Another User
6.7. Transfer Paid Plan to Another User
6.8. Avoid Automatic Approval/Rejection
6.9. Signature on Generated PDF/Google Docs in Combined Mode
6.10. Approval Status Tracking Link for Respondent
6.11. Cancel a Request via Email
6.13. Change Approval Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Form Owner Approves on Behalf of Recipients
6.17. Bulk Actions: Approve, Reject, and Cancel
Learn how to resend approval emails to specific recipients or update a recipient’s email address for a submitted request.
Sometimes, a submitted request may not reach the recipient due to delivery issues, or the recipient may have missed the approval email. With the Resend Email feature, you can locate these requests and resend the approval email to the intended recipient.
Step 1: Open your form
Go to your Dashboard.
Click Manage Forms.
Select the form containing the request you want to resend.
Step 2: Find the request
Locate the request with the status In Progress.
Click Detail to open the request information.
Step 3: Resend or edit recipient email
- To resend the request, click Resend.
- To edit the recipient’s email:
Click Edit.
Enter the new email address.
Click Resend to send the request to the updated address.
After resending, you’ll see a confirmation message: “Email sent successfully.”