Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1 Add Static & Dynamic Recipients
1.3 Set Conditions for Recipient
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
3.1 Combine Modes – Setup File Template
3.2 Combine Modes – Add recipients
Email Settings & Features:
4.1 Options for Sending Final Email
4.2 Enable/Disable Sheets Report on Final Email
4.3 Show File Attachment Link On Emails
4.4 Resend Email to Recipient & Edit Recipient Email
4.6 Dynamic Fields of Custom Email Template
4.7 Set Conditions for Custom Email Template
Team Plan:
Additional Features:
6.1 Set Reminder & Auto Approve/Reject
6.2 Resend All Pending Requests
6.5 Approval Link Authentication
6.7 Transfer Paid Plan To Other User
6.8 Avoid Automatic Approval/Rejection
6.11. Cancel a Request via Email
6.13. Change Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Set Conditions for Destination Folders
6.17. Form Owner Approves on Behalf of Recipients
1. What is the automatic approval/rejection issue?
A problem related to automatic approval/rejection occurs when a request is automatically approved or rejected without action from any approver in the configuration setting.
2. Why requests are getting auto-rejected or auto-approved?
The reason for this problem is that when the email’s anti-malware system has automatically accessed the links included in the email by itself, it enables the “one-click approve” or “one-click reject” feature by mistake. As a result, the requests are approved and rejected without any recipients’ actions.
3. Solution for automatic approval/reject issue
Our add-on has a switch called “Bot verification for recipients” to prevent requests from getting auto-approved or auto-rejected.
To see how it works, please turn ON the “Bot verification for recipients” switch in the Configuration menu. In 3 minutes since you enabled it, our add-on requires recipients to click the “Confirm” button for bot verification.
This switch will help to ensure that the actions are done by humans, not a program written to spam your approval responses automatically.