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
Understand how to send generated PDF file & Google documents to your recipients.
Table of Content:
- Send PDF/document to static recipients
- Send PDF/document to dynamic recipients
For starters, you will need to switch mode to ‘Generate & send document/PDF‘ if you haven’t.
In this mode, you can set up document/PDF generation and add recipients to send them the generated files.
1. Send PDF/document to static recipients
In this guide, we will suppose that you already know how to set up a file template via Document & PDF tab (it is similar to ‘Generate PDF/document‘ mode).
Supposed that you have finished setting up & adding the file template to the add-on, you can go to ‘Recipients‘ tab by selecting Recipients on top of the Configuration menu:
You can also scroll down to the bottom of the menu and click ‘Switch to Recipients’:
In the ‘Recipients’ tab, click ‘Add static email‘ to add a static recipient’s email on the add-on. It will create a blank where you can enter a specific email address:
After that, click ‘Receive PDF‘ to see the drop-down and select which type of file your recipient can receive, including:
- Receive PDF: meaning the recipient will receive the generated PDF only.
- Can view document: meaning the recipient will receive the generated Google Docs only.
- Can edit document: meaning the recipient will receive the generated Google Doc and be able to edit this document directly.
- Can comment document: meaning the recipient will receive the generated Google Docs and be able to comment on this document.
Finally, click ‘Save‘.
2. Send PDF/document to dynamic recipients
First, it is highly recommended to create a question in which your respondents can enter their email addresses (or select an email address if it is a multiple-choice question).
This question should be set as Required (*) and it has Response validation as Text and Email address:
Next, click the “Add dynamic recipient” button of the add-on:
Similar to adding static email, a dynamic field will appear above the buttons for you to select the question which asks the respondent to enter/select an email address. In the example above, we have a question called ‘Your Supervisor‘.
Finally, select which file type this dynamic recipient can receive by choosing an option from the drop-down below the field. These options are similar to the static recipient section:
Finally, click ‘Save‘.