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
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Resend All Pending Requests
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
Approval Link Authentication
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
Unique Request Number
This feature allows you to Reset any Request Number to 1 for new forms created from September 18th, 2022. This option can be turned on and off, and you can also reuse Request Number or Unique Request Number. Form when using … Read More
How to Transfer Forms Data
User Guide Get Started 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
Transfer Plan To Other Users
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
Options for Sending Final Emails
User Guide Get Started 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
How to Use MANAGE FORMS
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
Default Dynamic Fields
User Guide Get Started 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
Check Tracking Report
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