Elementor #67

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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 Request Response Edit

1.6 Check Tracking Report

1.7 Add & Use Recipient Group

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

Mode 4: Combine All Modes

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

4.6. Customize Email Template

4.7. Default Dynamic Fields

4.8. Set Conditions for Custom Email Template

Team Plan:

5.1. Manage Your Team Plan

5.2. Share Edit Permission

Additional Features: 

6.1 Set Reminder & Auto Approve/Reject

6.2 Resend All Pending Requests

6.3 Manage Forms in Dashboard

6.4 Unique Request Number

6.5 Approval Link Authentication

6.6 Transfer Forms Data

6.7 Transfer Paid Plan To Other User

6.8 Avoid Automatic Approval/Rejection

6.9 Sign a Request

6.10. Tracking Page URL

6.11. Cancel a Request via Email

6.12. Admin Approval Revert

6.13. Change Decision for Recipients

6.14. Edit Status Label

6.15. Approve via Dashboard for Recipients

6.16. Form Owner Approves on Behalf of Recipients

6.17. Bulk Actions: Approve, Reject, and Cancel

6.18. Set Conditions for Destination Folders

Quotas & Billing

Refund Policy

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