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
We’re happy to introduce the most wanted feature: Share Edit Permission. When you share a form with Edit permission, members of the Team you share with can edit the form on their own. Any updates they make sync with the shared form, so everyone with access to the form is up to date.
Let’s take a look at how to use this feature.
Step 1: Create a form by one of the members of the Team.
Step 3: Turn on the “Share Edit Permission“. Then click “Save”. Now other members of the Team can edit the form on their own. You can enable or disable this feature anytime
