You can add and customize instructions to each step of your workflow. These instructions will show for the recipient at that specific step when they first open the submission. This can be helpful for processes where people might need more instruction on how to fill out or approve the form.
Note: To use this feature, you must be a Form Owner, Form Manager, or Form Admin. If you don't have this access, please contact your district's Informed K12 administrator. If you are unsure of who that may be, feel free to reach out to us at support for more information.
To add instructions to your form, you can follow these steps:
- Navigate to the Approver / CC page for your form.
- Next, go to the Instructions tab for the step you want to add instructions on. In the text area, you can add your instructions and use the toolbar to bold or italic your text and add in links. Once you have added your instructions, click update.
- Now, when an initiator or approver opens their submission, they will see the instructions that were added for their specific step.
- If you need to remove instructions, remove the text and click update.