Approving a Form

How to Approve a Form: A Step-by-Step Guide  #

1. Accessing the Form  #

• Locate the form you want to approve in the Administration view. 

2. Changing the Status  #

• Option 1:
  
  
  • Right-click on the form.
  
  
  • Select “Approved” from the Administration Status menu.

• Option 2:
  
  
  • Open the form view.
  
  
  • Click on the current status in the right-hand corner.
  
  
  • Change the status to “Approved.”
  
  

3. Notification of Approval  #

• Upon approval, the user will receive:
  
  
  • An email notification.
  
  
  • A message confirming the approval (unless specified otherwise).
  
  

Link to Loom #

https://loom.com/share/5235dc6d624c4b90816e9af18d275480?src=composer