Options for sending Final Emails & Resend Missed Requests in Update V1.4

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Hi, we are happy to announce that PerformFlow has launched a new update ver 1.4.2! This update is now live on April 22nd, 2021 and all users will get updated automatically. 

This update enables two of the most requested features* by our users:

  • Options for sending final emails;

  • Resend final emails.

New update ver 1.4! This update is now live on March 31st, 2021 and all users will get updated automatically. 

This update enables two of the most requested features* by our users: 

  • Resend emails to recipients

  • Edit recipient email in case of change of company domains/termination of such recipient emails

In addition, we decided to remove the Invite Friends feature and have some adjustments to pricing. See below for more details.
* Please be noted that the 2 new features are only available if you subscribe for a paid plan due to server cost!

1. Options for sending final emails & Resend final emails to Recipients

Options for sending final emails to Recipients

Sometimes, it is necessary to send final emails to all recipients. In case you do not want all the recipients to receive the final emails, this feature has been made for you. There are 3 available options: 

  • All recipients (Send final email to all recipients);

  • Matched condition only (Send final email to specific recipients in accordance with the set conditions);

  • None (Not sending to any recipient).

To use this feature, please follow these steps below: 

Step 1: On the configuration menu, in the field “Send final email to“, click to choose an option.

Step 2: click “Save” to save your modification.

Resend Final Emails to Recipients

*Note: the “Resend final emails to Recipients” feature is only available for Individual or Team Plan users.

It has been reported that sometimes final emails were missed, meaning no final emails were sent to recipients. With this feature, however, you can find those requests that have not been sent final emails and resend them to the recipients in accordance with the condition you have set. To use this feature, please follow these steps below: 

Step 1: Go to Subscription page & click Recipient on the left menu

Step 2: Choose the Form that you want then click Search icon

Step 3: You will see a list of requests that were sent to the selected Form

To resend final email to recipients, click the “Resend” button in the “Actions” column.

 

 

And done! The final email will be resent to the recipients matched the chosen option!

*Note: In case you cannot find the “Resend” button or there is no “Recipient” menu in the sidebar, please press Shift + F5 to clear cache, then reload the page.

2. Resend Emails to Recipients & Edit Recipient Emails

*Note: both “Resend Email to Recipient” & “Edit Recipient Email” features are only available for Individual or Team Plan users.

Resend Emails to Recipients

It has been reported that sometimes submitted requests were missed, meaning no emails were sent to recipients. And in some occasions, recipients might accidentally miss the approval email, causing the requests to be missed. With this feature, however, you can find those missed requests and resend them to your specified recipients. To use this feature, please follow these steps below:

Step 1: Go to Subscription page & click Recipient on the left menu

Step 2: Choose the Form that you want then click Search icon

Step 3: After step 2, you will see a list of requests that were sent to the selected Form

To resend email to a specific recipient, click the “Resend” button.

And done! The approval email will be resent to that recipient!

With this, your In-Progress request will be working again. If you use Multi-level workflow and there are other recipients, the add-on will automatically move on to the next person once the resent email is approved.

Edit Recipient Emails

Sometimes you may need to change the recipient in a specific request due to email domain change, email removal, or that recipient is unavailable. In that case, you can now change a recipient’s email address in a request. Then you can choose to resend email to that new email address by using the Resend Emails feature above.

To do this, simply go to the Subscription page and choose the Form you need (similar to Step 1 to Step 3 in the Resend Emails feature).

Next, you can see Edit button next to the Resend for each recipient:

Clicking Edit button will open a small box where you can enter the new email address, then click OK.

This will only change a recipient’s email address for that specific request, NOT for your entire Form. Afterwards, you can click Resend button to start resending approval email to the new email address.

In case you want to learn more on how to use PerformFlow, check out out User Guide for more information.

That’s it! Automating approval workflow & generating PDF files at ease with PerformFlow!

For any questions or concerns, please send us email to [email protected].