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
General options for sending final emails
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 4 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);
- Custom recipients (add and customize recipients you want). Scroll down to ‘How to use Custom recipients’ section for more details.
To use this feature, please follow the 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.
How to use Custom Static & Dynamic Recipients
When you select ‘Custom Static & Dynamic Recipients‘, our add-on will show all the declared recipients for you to choose (both static and dynamic ones).
You can easily choose several recipients to add at once:
You can also manually type a custom email, then press Enter:
Not sending when having “Reject” switch
In the Advanced Options, there is a switch called Not sending when having “Reject“. When you turn this switch ON, the final emails will not be sent to anyone after one of your recipients chooses “Reject” for approval.