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
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
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.