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User Guide 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 … Read More

Hello PerformFlow users! We are writing to inform you of two updates in March 2023. 1. Tracking Page for Default Email Template Under the “Form Respondent” menu, you can now see the ‘”Tracking Progress” Link in Email’ option: With this … Read More

1. Streamline Your Workflow with Gsuite Marketplace’s Add-On for Google Forms to Docs Conversion Everyone who works with Google Forms knows how much of a hassle it can be to transfer data from the forms to Google Docs. Trying to … Read More

1. Return Request Form Template by PerformFlow A Return Request Form is a document used by sellers or stores to process product returns for replacement or refund. This return request form is primarily submitted by customers who have determined that … Read More

The Mileage Reimbursement Form is submitted to the accounting department for reimbursement of travel expenses. Typically, mileage reimbursements are processed bi-monthly or monthly. 1. PDF, Word, and Spreadsheet Templates Mileage Reimbursement Form by eForms Download Mileage Log and Reimbursement Form … Read More

1. How It Works This feature is only available in the mode “Combine All Modes.” Recipients have a new role called “Can approve & sign.” When selecting this role, approval emails will have a button named “Approve/Reject and Sign.” Next … Read More

1. Refund Request Form Template by PerformFlow A Return Request Form is a document used by sellers or stores to process product returns for replacement or refund. This form is primarily used by customers who have determined that the product … Read More

User Guide General Introduction Select a Mode 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 … Read More

User Guide General Introduction Select a Mode 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 … Read More

User Guide 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 … Read More