How to Use Form Templates

Article author
Learning Center Mekari
  • Updated

Once the form template has been successfully created, you or other users can use it as needed. Here's how to use the form template.

A. How to Submit a Form

  1. Go to the Approvals menu.
  2. You will automatically enter the Request tab , click the “Request approval” button and select Select Form .
  3. Select the form you have created and click “Submit” .
  4. Fill out the form and click “Send for approval” to request approval for the form.

B. Approval Form Method

After the form is filled in, you or the authorized party can then approve the form in the following way.

  1. Go to the Approvals menu.
  2. Then select the Need my approval tab. The form that requires approval will look like this.
  3. Click “Review” to review the submitted form.
  4. Or you can also click the “down arrow” then select Approve to agree or Reject to reject the form.
  5. Forms that you have approved will have the status Approved.

That concludes our explanation of how to use the template form. Next, learn how to approve documents here.