Preparing your workspace…
Build. Review. Move forward.
Workspace / Overview
| # | Form name | Created by | Modified by | Total submissions | Status | Approvers | Access | Last updated | Actions |
|---|
Personal workspace
Track every form you have sent and see where it is in the approval path.
| Form name / ID | Submitted | Status | Approval stage | Actions |
|---|---|---|---|---|
Workflow
Review visible submissions and requests assigned directly or through Out of Office delegation.
| Form name / ID | Requester / department | Submitted | Status | Approval stage | Assignment | Actions |
|---|---|---|---|---|---|---|
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Select a submission to view details, preview answers, and take action.
Organization
Manage approval positions and assign users. Active positions appear when building approver chains.
| Position | Department | Assigned user | Status | Actions |
|---|
Analytics
Explore submission outcomes and approval activity across your workspace.
Filtered overview
Detailed records
Account
Name and photo visible to approvers and colleagues.
Keep your account safe with a strong password.
Set a substitute who will receive your approval rights during your absence. Reverts automatically after the end date.
Approvers get one-click approve/reject emails. Submitters are notified on every status change.
Your signature appears on approval PDFs and signature fields when you approve a request.
These settings apply to all members of this workspace.
Form canvas
Drag blocks here from the left, reorder by dragging the handle, click a block to edit its settings.
Your canvas is empty.
Drag a block from the palette, or tap one to add it here.
Order runs top to bottom. Add one approver at a time and route the form in sequence.
Review the summary below. Once published, your workspace generates a shareable link and starts routing submissions through your approval path.
Your shareable link will appear here once you publish.
Administration
| Member | Role | Department | Status | Joined | Actions | |
|---|---|---|---|---|---|---|
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Organization
Manage your organization's departments and assign Heads of Department (HOD). HODs automatically receive approval requests routed to their department.
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