Create an approval workflow with e-signature using Form Publisher
Post date: Jul 05, 2018 4:48:1 PM
There is more to Google Forms than a simple survey tool. Above all, it is a powerful and free solution to collect data. Form Publisher uses this strength to help you create, store, and share documents based on a simple form submission.
Our solution being very popular for automated document generation, it led us to work on new automation possibilities. As a result, we introduced Approval workflow, a new feature that automates single-level approval processes.
And to fully complete any approval process, we recently added the possibility to sign an approved document, directly from your device (mobile or desktop). No need to print before signing, save time and paper!
How does Form Publisher Approval Workflow work?
Our solution is designed for simple approval processes, with one-level approval:
The requester fills in a Google Form
A document is automatically generated and sent to the approver
The approver reviews the request and signs the document if approved
The requester receives the approver’s answer with the signed document
Below is an example of access granting through an approval workflow, generating a signed document to the requester. Signing the document upon approval is an option you can enable if needed.
The setup takes only a few minutes. Simply add markers to your template and enable the approval workflow option in Form Publisher. You are ready to send your form and have your workflow running!
Follow our step-by-step tutorial to set up your very own workflow.
Why use Form Publisher Approval Workflow?
Workflow automation helps you save time by replacing manual processes with automated actions so you can focus on more important tasks and boost your productivity.
Because it should not take time to save time, Form Publisher approval workflow is very easy to implement. With a few steps, it can be used by anyone, within any organization.
Our solution also helps you monitor the status of each request, through a spreadsheet, linked to your Google Form. It sums up all request statuses and is automatically updated with every new requests:
In addition, each document is saved in Google Drive, saving you time on storage and filing as well!
A few approval workflow examples
5 complete setup tutorials are available in our documentation, to help you get started with Google Forms approval workflows:
We hope you’ll enjoy Form Publisher’s latest feature! If you need help setting up your Google Forms approval workflow with Form Publisher, please check our documentation or contact our support team.