Mekari Sign offers a form template feature that allows you to create forms that can be approved by specific parties. You can customize these forms to your needs. Here are the steps.
- Go to the Approvals menu.
- Then click the “Form templates” tab.
- To create a new template form, click “Create”.
- Enter a form name and description, if necessary. Then click “Next”.
- Enter your question and description (if needed) in the fields provided.
- Select the desired form format.
- Slide the toggle Required if the column must be filled in and click “Next”.
- Click the “+ Add Approval” button to add approval to the form.
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Pop-up will appear, select "Manual" to create a new approval format, or "Template settings" to select a previously created approval format.
Learn more about approvals here.
- In the Permission section, you can choose whether the template form can be used by all users (All users) or certain users (Selected users).
- If you select certain users (Selected users), you can click “Select users”.
- Click the “+” icon on the user you want to select and click “Assign users”.
- Slide the Send automatic reminders toggle to send reminders automatically.
- If everything is correct, click “Save as template”.
- So the template has been successfully created.
- You can click “Actions” then select View Details to view the details of the form, Edit to change, Duplicate to duplicate the form and Delete to delete the form.
That concludes our explanation of how to create a form template. Next, learn how to use a form template here.