How-To: Approve and Reject a Form

[#1]

Summary

How to approve and reject a Form?

Solution

Your organization has some rules and guidelines for approving forms. Permission Clicks has approval pathways built-in to help you manage policy and increase compliance.

If you are an admin, you can customize approval pathways.

Forms can only be approved by Admin users in your Permission Click account. If your form is built from a template with specific approval pathways, the approval steps will be outlined on the side of your form manager page in its pending state.

To Approve and Reject a Form:

1. You will receive an email when a form has been submitted for approval. Click the link in the email for quick access.
2. In your Permission Click account, navigate to “Approvals” on the top menu, and select the form you wish to approve.
3. If changes are required, make comments and then select “Reject”. The form creator will receive an email notification with the comments to make revisions.
4. If no changes are required, select “Approve”. The form creator will receive an email notification t­hat their form has been approved.

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[#2]

Summary

How to approve and reject a Form?

Solution

Your organization has some rules and guidelines for approving forms. Permission Clicks has approval pathways built-in to help you manage policy and increase compliance.

If you are an admin, you can customize approval pathways.

Forms can only be approved by Admin users in your Permission Click account. If your form is built from a template with specific approval pathways, the approval steps will be outlined on the side of your form manager page in its pending state.

To Approve and Reject a Form:

1. You will receive an email when a form has been submitted for approval. Click the link in the email for quick access.
2. In your Permission Click account, navigate to “Approvals” on the top menu, and select the form you wish to approve.
3. If changes are required, make comments and then select “Reject”. The form creator will receive an email notification with the comments to make revisions.
4. If no changes are required, select “Approve”. The form creator will receive an email notification t­hat their form has been approved.

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.

[#3]

Summary

How to approve and reject a Form?

Solution

Your organization has some rules and guidelines for approving forms. Permission Clicks has approval pathways built-in to help you manage policy and increase compliance.

If you are an admin, you can customize approval pathways.

Forms can only be approved by Admin users in your Permission Click account. If your form is built from a template with specific approval pathways, the approval steps will be outlined on the side of your form manager page in its pending state.

To Approve and Reject a Form:

1. You will receive an email when a form has been submitted for approval. Click the link in the email for quick access.
2. In your Permission Click account, navigate to “Approvals” on the top menu, and select the form you wish to approve.
3. If changes are required, make comments and then select “Reject”. The form creator will receive an email notification with the comments to make revisions.
4. If no changes are required, select “Approve”. The form creator will receive an email notification t­hat their form has been approved.

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.