New Support Resources Available

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:

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 > 

Adminitrator Resources: 

Designer Resources pages added July 2020

Designer & Admin Resources pages added May 1st 2020

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