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
4.3. Show or Hide the Sheets Report in the Final Email
4.4. Show File Attachment Links on Emails
4.5. Resend Email to Recipient & Edit Recipient Email
4.8. Set Conditions for 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
6.8 Avoid Automatic Approval/Rejection
6.11. Cancel a Request via Email
6.13. Change 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 resend approval emails to specific recipients or update a recipient’s email address for a submitted request.
Sometimes, a submitted request may not reach the recipient due to delivery issues, or the recipient may have missed the approval email. With the Resend Email feature, you can locate these requests and resend the approval email to the intended recipient.
Step 1: Open your form
Go to your Dashboard.
Click Manage Forms.
Select the form containing the request you want to resend.
Step 2: Find the request
Locate the request with the status In Progress.
Click Detail to open the request information.
Step 3: Resend or edit recipient email
- To resend the request, click Resend.
- To edit the recipient’s email:
Click Edit.
Enter the new email address.
Click Resend to send the request to the updated address.
After resending, you’ll see a confirmation message: “Email sent successfully.”