Recently added or updated pages to our Support Site:
Please click the below hyperlinks to view recent modifications to our pages.
NEW Admin Resources pages ADDED October 2020:
How to manage Co-signers as an Admin by modifying Co-signer information such as First Name, Last Name and Email, as well as Re-send the Co-signer email to remind them a Form is waiting for their e-signature:
- Administrator Resources > Admin Options > Manage Co-signer(s)
NEW Designer Resources pages UPDATED October 2020:
- Start Building a Form > Add Multiple Participants > Edit Participant > Participant Emails
How to Reject (Return for Revision) and Approve a Form
For forms that require an additional participant to give their approval and e-sign the form, this video shows a detailed process of how an Approver goes about Rejecting a form/(Return a form for Revision) back to the prior participant and how to access the form to e-sign and submit.
The video shows the experience from the perspective of each participant and how they navigate though Dynamic Forms to complete their section of the form.
YouTube > Dynamic Forms Authorizer Training Video
Designer & Admin Resources pages added September 2020:
Designer Resources > Start Building a Form >
- Add Multiple Participants > Workflow Type
- Add Multiple Participants > Edit Participant
- Edit Participant > Allow Reject/(Return for Revision)
- Edit Participant > Designate Participants
- Edit Participant > Participant Emails
Adminitrator Resources:
- Administrator Resources > Access Form Submissions > Posting to Microsoft Teams
- Administrator Resources > Activate/Deactivate your Form
- Administrator Resources > FAQs
Designer Resources pages added July 2020:
- Designer Resources > Form Items > Tooltips
- Designer Resources > Form Items > Custom Validation Text
- Designer Resources > Testing your Form
Designer & Admin Resources pages added May 1st 2020:
- Designer Resources > Best Practices
- Designer Resources > Form Items > Prefill Fields using User Profile
- Designer Resources > Form Items > Rules
- Administrator Resources > Access Form Submissions
Designer Resources pages added April 29th 2020:
- Designer Resources > Banner Data > Submitting DUR (Data Usage Requests for including Banner APIs/service calls to access Banenr data)
Designer Resources pages updated April 29th 2020:
- Designer Resources > Form Items
- Designer Resources > Start Building a Form: