How to Use MANAGE FORMS

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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 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

4.2 Enable/Disable Sheets Report on Final Email

4.3 Show File Attachment Link On Emails

4.4 Resend Email to Recipient & Edit Recipient Email

4.5 Customize Email Template

4.6 Dynamic Fields of Custom Email Template

4.7 Set Conditions for Custom Email Template

Team Plan:

5.1 Add/Remove Users 

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. Set Conditions for Destination Folders

6.17. Form Owner Approves on Behalf of Recipients

6.18. Bulk Actions: Approve, Reject, and Cancel

Quotas & Billing

Refund Policy

Learn how to use Manage Forms feature:

 

1. Access Manage Forms

 
Step 1: To get the latest experience with Manage Forms, please click here: Manage Forms or from the Log In page on our homepage, click on “Manage Forms” as below:

Step 2: In this Dashboard, users can know the latest form submission shown by Last used time, and how many responses are available in each form, including their status: In Progress, Info Requested, Approved, Rejected.

Step 3: Click “Actions” of each form to open all actions you can choose: Track Requests, Open Form, Open Spreadsheet or just simply Deactivate Form.

To access the Requests Management Dashboard: users can directly click on the form, or click on Actions button, then choose Track Requests.

Step 4: In this Request Dashboard, the default filter will be All Overall Status, and it is sorted by Request Number order, from the latest to the oldest. 

Step 5: Click on a request, users can track the list of recipients which are grouped by each step, and the status/comment of each recipient.

There will be actions: 

  • Resend – allows users to resend missed emails which were not received by the recipients.
  • Edit – allows users to edit recipient emails. 
In addition, with finished requests, Resend final email button will be used in case users want to resend final email to recipients or form respondent (which depends also on the targeted receivers set up in the add-on configuration).
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