Approve via Dashboard for Recipients

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General Introduction

Select a Mode

Tips to Set Up Your First Workflow

Mode 1: Create Approval Workflow Only

1.1 Add Static & Dynamic Recipients

1.2 Set Multi-level Workflow

1.3 Set Conditions for Recipient

1.4 Add Form Respondent

1.5 Request Response Edit

1.6 Check Tracking Report

1.7 Add & Use Recipient Group

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

Mode 4: Combine All Modes

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

4.5 Customize Email Template

4.6 Dynamic Fields of Custom Email Template

4.7 Set Conditions for Custom Email Template

Team Plan:

5.1 Add/Remove Users 

5.2 Share Edit Permission

Additional Features: 

6.1 Set Reminder & Auto Approve/Reject

6.2 Resend All Pending Requests

6.3 Manage Forms in Dashboard

6.4 Unique Request Number

6.5 Approval Link Authentication

6.6 Transfer Forms Data

6.7 Transfer Paid Plan To Other User

6.8 Avoid Automatic Approval/Rejection

6.9 Sign a Request

6.10. Tracking Page URL

6.11. Cancel a Request via Email

6.12. Admin Approval Revert

6.13. Change Decision for Recipients

6.14. Edit Status Label

6.15. Approve via Dashboard for Recipients

6.16. Set Conditions for Destination Folders

6.17. Form Owner Approves on Behalf of Recipients

6.18. Bulk Actions: Approve, Reject, and Cancel

Quotas & Billing

Refund Policy

The Approve via Dashboard for Recipients feature lists all requests for which your approval is required. It helps recipients keep track of all the In Progress requests that can possibly be missed via emails if there are so many.

Step 1: Visit the Need My Approval page to see all the forms that need your action. Click on a form to open it.

Step 2: Here, it lists all the In Progress requests that need your approval. Click View to continue.

Step 3: You can approve, reject, or skip the request in the Recipients tab and see the answers in the Form Response tab.

Clicking on any action is similar to the buttons you receive via approval emails.

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