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
When an employee leaves your company, the IT department will deactivate their email address within a time frame. All their data must be migrated to a new account during this time.
Understanding this concern, we’re happy to introduce the most wanted feature: Transfer Forms Data. It allows you to transfer the form ownership and configurations from one user to another. No need to create a new form; this feature saves you time and effort.
Let’s take a look at how to Transfer Forms Data.
Step 1: Click on the Transfer Forms Data button on the “Manage Forms” page.
Step 2: Enter the email address of the new user. Then click on Transfer All Forms Data.
Step 3: Confirm the transfer by clicking on Yes, transfer now.
Step 4: Go to your current email inbox to find the verification code. Then enter it in the popup, and click on Verify Now.
Step 5: The data has been transferred successfully. Step 6: Go to the add-on configuration page to re-save it. Now it’s done.