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Admin Approval Revert

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

New August Update: File Attachments in Emails and Cancel A Request

Get ready to explore the latest updates we’ve rolled out in PerformFlow for this August! Our aim is to simplify your form approval procedures and make your experience even better. Let’s dive into the exciting new features we’ve added: 1. … Read More

Add “Cancel” Button in Email to Cancel Request

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

Introducing Performnoti and the Regenerate Documents Feature

1. New feature: Regenerate Doc/PDF Have you ever found yourself in a frustrating situation where your generated Google Docs and PDFs were accidentally deleted or corrupted during the generation process? We understand the pain and inconvenience that comes with losing … Read More

Tracking Page URL

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

March 2023 Updates

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

3 Steps to Effortlessly Convert Google Forms to Docs That Streamline Your Workflow

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

Free Return Request Form Template and 12 Common Causes of Returns

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

9+ Free Mileage Reimbursement Forms To Download

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

New Update of 2023: Signature – Sign A Request

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