Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1. Add Static & Dynamic Recipients
1.3. Set Conditions for the Recipient
1.7. Add & Use Recipient Group
Mode 2 & 3: Generate & Send PDF/document only
2.1. How to generate a 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. Change Final Email Settings to Save Quota
4.3. Show or Hide the Sheets Report in the Final Email
4.4. Show File Attachment With Recipients
4.6. Customize Email Templates
4.8. Set Conditions for Custom Email Template
4.9. Add CC and BCC Email Addresses
Team Plan:
5.2. Share Edit Permission With Team Member
Additional Features:
6.1. Set Reminders for Approval Emails
6.2. Resend All Pending Requests
6.3. Dashboard or Form Management Page
6.5. Approval Link Authentication
6.6. Transfer All Forms to Another User
6.7. Transfer Paid Plan to Another User
6.8. Avoid Automatic Approval/Rejection
6.9. Signature on Generated PDF/Google Docs in Combined Mode
6.10. Approval Status Tracking Link for Respondent
6.11. Cancel a Request via Email
6.13. Change Approval Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Form Owner Approves on Behalf of Recipients
6.17. Bulk Actions: Approve, Reject, and Cancel
Learn how to use Manage Forms feature:
1. Access Manage Forms
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.
