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:Â
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
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.