Frequently Asked Questions (FAQs)
Get quick answers to your questions about our services and policies. For more assistance, contact our support team.
How should the share title and description on the process approval landing page be set?
The share title is "Free Smart Process Approval and Waitlist Management Solution," and the description is "We provide a versatile smart approval and waitlist management solution for corporate processes"
How do I set the return path for the form submitter in workflow approval?
In the Approval Results section of the approval settings dialog, when selecting to flow back to the "submitter," if the submitter has permission to reply/edit the response, you need to add a "Flow Back" section to allow configuring the return node.
How do I set the editable question range?
When set to allow editable responses, you can choose either all questions to be editable or only some questions to be editable. If only some questions are editable, you can specify which questions can be edited.
How is the countersignature/one-of approval feature implemented in workflow approvals?
In the approval settings pop-up, you can choose the approval method: countersignature (all approvers must approve) or one-of approval (approval by any one approver is sufficient). Each node can have multiple approvers selected, and the approval method can be kept consistent with the previous node.
How is the approval page displayed for countersignature/joint approval or sequential approval?
For countersignature/joint approval, the approval page displays all approval comments and progress. For sequential approval, it shows the already approved comments and indicates that repeated approval is not required. After a rejection, all users who have already approved must review and approve again.
How does CC settings affect the email page?
After CC recipients are set, a CC tab appears on the email page. CC recipients can view the approval content but do not have permission to reply or make changes. If no CC recipients are set, this tab will not be displayed.
How can CC recipients view multiple questionnaires?
If a CC recipient has multiple questionnaires, they can switch between different response details on the email page.
How do I configure the automatic reminder feature?
After enabling automatic reminders, you can customize the reminder time and email content, and the system will automatically remind approvers according to the settings.
What does the basic setup for workflow approval include?
The basic setup includes the project name, adding approvers, setting the reply path, customizing the email style and content, the queue mechanism, and automatic system approval reminders.
How do I add and edit approvers in bulk?
Click Add Approver to enter email addresses in bulk. After adding them, you can edit and modify them to ensure the approver information is accurate.
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