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
4.3. Show or Hide the Sheets Report in the Final Email
4.4. Show File Attachment Links on Emails
4.5. Resend Email to Recipient & Edit Recipient Email
4.8. Set Conditions for Custom Email Template
4.9. Add CC and BCC Email Addresses
Team Plan:
Additional Features:Â
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. Form Owner Approves on Behalf of Recipients
6.17. Bulk Actions: Approve, Reject, and Cancel
You can add additional recipients to your workflow emails using the CC Emails and BCC Emails fields. These settings apply to all emails sent in the workflow, including emails sent to recipients and respondents.
What are CC and BCC?​
- CC (Carbon Copy): Sends a visible copy of the email to the listed recipients. All recipients can see who is copied.
- BCC (Blind Carbon Copy): Sends a hidden copy of the email to the listed recipients. Other recipients cannot see these addresses.
In This Article
Add Email Addresses
Go to Configuration > Email Options.
In the CC Emails or BCC Emails field, enter the email addresses that you want to add.
Press Enter after each email to save it.
- Click Save to save the configuration.
View the Emails You Added
After adding the addresses:
Click inside the CC Emails or BCC Emails field.
A drop-down list will show all saved email addresses.
Remove an Email Address
Click the CC Emails or BCC Emails field.
In the list of added addresses, click the address you want to remove.
The address is removed instantly.
- Click Save to save the configuration.
Notes and Tips
- These settings apply to all emails, including ones sent to recipients and respondents.
- You can add multiple addresses.
- Great for notifying teams like HR, Admin, Finance, or Management.
- You can update or remove addresses anytime.