This article applies to account holders only; Most people who initiate or approve forms do not have and do not need an account.
Those who do not have an account will automatically receive an email notification:
- Each time they initiate a new form
- Each time they save progress
- When a form is sent to them for approval (approvers only)
- When a form they initiated is completed by all steps in the approval route (if applicable).
How to change your email notification settings...
- Log into your account.
- Click on the person icon in the top right corner and select "Advanced Settings".
- On the left side of your screen, click on "Email"
- Toggle the "On/Off" buttons to update the types of email notifications listed and click Save