Step-by-Step Process for Creating and Approving Forms in BoloForms

Form Approval Workflow Software | Google Workflow Software

Go to https://www.boloforms.com/
  1. 1. Click on Sign In

    Click on Sign In
  2. 2. Choose your preferred sign-in option

    Choose your preferred sign-in option
  3. 3. Give required permissions

    Give required permissions
  4. 4. A dashboard will be created

    A dashboard will be created
  5. 5. Click on Create

    Click on Create
  6. 6. Select any of the thousands of templates availabl

    Select any of the thousands of templates availabl
  7. 7. Enable Approval Workflow if multistage workflows need to be created

    Enable Approval Workflow if multistage workflows need to be created
  8. 8. Click on Create Form

    Click on Create Form
  9. 9. Make required alterations to the form

    Make required alterations to the form
  10. 10. Click on Edit Workfow

    Click on Edit Workfow
  11. 11. Click on Add Recipients as required

    Click on Add Recipients as required
  12. 12. Add recipient emails and save

    Add recipient emails and save
  13. 13. Select Action for Recipient

    Select Action for Recipient
  14. 14. Click on Save

    Click on Save
  15. 15. Go back to Forms

    Go back to Forms
  16. 16. Click on Preview link

    Click on Preview link
  17. 17. Embed form in processes, when someone opens the form will will fill the info and submit

    Embed form in processes, when someone opens the form will will fill the info and submit
  18. 18. Approver will receive email to Approve/Reject Request

    Approver will receive email to Approve/Reject Request
  19. 19. Approver can add comments, Approve or open in Dashboard

    Approver can add comments, Approve or open in Dashboard