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
Learn how to resend emails to specific recipients & how to edit a recipient’s email address in a particular request.
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 ignored. With this feature, however, you can find those missed requests and resend them to your specified recipients. To use this feature, please follow the steps below.
Step 1: Go to the Dashboard, then the Manage Forms page. After that, click on the form you want to resend emails.
Step 2: Find the requests that are “In Progress” and click on Detail.
Step 3: Click Resend to resend the request to the recipient or click Edit to edit the recipient’s email, then click Resend to send the request to this new email address you inputted.
That’s it. After resending the email, you will see an “Email sent successfully” popup.