Smart Forms
Reject a Form Submission as an Authoriser
If you have been assigned as an authoriser to a form, you will have the ability to approve or reject the submitted form. From Home, select Forms. In the Submissions tab, select All Categories. Tap on the Filter icon. The Filter page will appear. Tap ...
Approve a Form Submission as an Authoriser
If you have been assigned as an authoriser to a form, you will have the ability to approve or reject the submitted form. From Home, select Forms. In the Submissions tab, select All Categories. Tap on the Filter icon. The Filter page will appear. Tap ...
How to Add a Collaborator to a Form
From Home, select Forms. In the Submissions tab, select the category you wish to view. Tap on the form you wish to add a collaborator to. Tap on the Collaborators tab. The Collaborators tab will be displayed. Tap Add Collaborators. An email template ...
How to Submit a Form
From Home, select Forms. The forms will have 3 sections; submissions, templates and community templates. In the Submissions tab, select the category you wish to fill in. Tap on the form you wish to fill in. The selected form will appear, complete the ...
How to Assign a Form to a User
From Home, select Forms. Under the Templates section, select your desired form. Tap Send with Notification. The notification template will appear. Once you have entered all required details, tap Send.
How to Give a User Template Access
From Home, select Forms. Under the Templates section, select your desired form. You will be given 3 options; Create new submission, Send with notification and Template Access. Tap Template Access. A window will appear that shows all the current users ...