When it comes to documents, most of us are familiar with creating and editing them in Microsoft Office or Google Docs. But what if you need to share your document with a colleague or have it approved by a higher-up? How do you go about implementing a workflow for form approval in Google Docs? In this blog post, we will walk you through the process of setting up a form approval workflow in Google Docs.
The first step in the Google Forms workflow approval process is to create a proposal. A proposal is a document that outlines the purpose of the form, how it will be used, and who will be using it.
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Setting up your workflow in Google Docs is essential for ensuring accurate and timely form approvals. There are a few steps you need to take in order to create a workflow that works best for your business.
1) Create a Form Groups folder: In order to organize and track submissions, create a new folder called "Form Groups" in your document's "Docs" directory. Add any new submission forms or forms groups you plan on using to this folder.
2) Set up email submission rules: Next, add specific rules for email submission into your workflow. You may want to require all submissions to be sent through an approved email address, require certain types of attachments (such as PDFs), or other specific requirements.
3) Setup approvals: Once you've created your email submission rules and formed groups, it's time to set up approvals. Set up individual approvers for each form group and set up a deadline for each form group. This will allow you to ensure that all submissions are received and reviewed within the specified timeframe.
4) Track submissions: Finally, use the "Submissions" tab in your document's "Docs" window to track which forms have been submitted and when they were submitted. This information will help you keep track of which submissions are pending approval and which have been approved.