Process Forms (Electronic / Digital Forms)

*New/Updated Content: Process Forms

• Shared Custom Fields
• Configuring and Using Approvals via Email

Form Configuration & Management

• Forms: Definitions and Management Overview
• Creating and Editing Form Categories
• Form Management: Process Form Set-up & Creation
• Form Management: Claim Form Set-up & Creation
• Mileage Claim Form Setup
• Using the Template/Notification Builder: Notifications & Forms

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Using Forms

• How to Submit a Mileage Claim Form
• Process Forms: Navigation Menu Options
• Process Form Submission for Employees
• Using Process Forms - Human Resources Employee
• Grant Access to User to Initiate Forms
• Process Forms: Reviewing, Approving and Disapproving

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Using Import Feature for Forms

• Initiate Form(s) via Import from Excel File
• Import Data into a Form
• Creating Form Submissions from an Import