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Blog

Streamline Your Decision-Making with Formstack’s Enhanced Approvals Feature

Lacey Jackson
February 14, 2024
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2
Min Read

In today’s fast-paced business environment, making swift, accurate decisions is more crucial than ever. Recognizing this need, Formstack has revitalized Approvals, offering businesses a more dynamic and collaborative way to manage approval processes. This update is not just about approving documents; it’s about transforming your workflows to be more adaptive and inclusive.

Key aspects of the Approvals feature include the ability to move a workflow to a future or previous step based on the approval status and the introduction of group approvals. These features are designed to give teams greater flexibility in how decisions are made and ensure that workflows can adjust in real-time to the outcomes of those decisions.

Tools Needed

Today, this powerful functionality is available on a Formstack Suite Teams plan and above. This tier is designed to provide teams with the comprehensive tools necessary for advanced automation and process management, ensuring that businesses of all sizes can benefit from the efficiency and scalability offered by data capture, document delivery, eSigning, and workflow automation.  

Instructions

Implementing the enhanced Approvals feature into your workflows can be done in four easy steps:

Step 1: Build the forms and, if necessary, document templates you would like to add to your workflow. 

Step 2: Use Formstack’s visual workflow builder to add the forms, document, sign, and approval steps to your workflow, as needed. 

Step 3: Add an Approval utility to your workflow. Note: The Step Logic feature must be positioned immediately following the form that includes the fields you're incorporating into your logic

Step 4: With your approvals setup configured, launch the process and monitor its progress. The Approvals feature allows you to track decisions in real-time, giving you visibility into each step and the ability to make adjustments as needed.

Formstack's updated Approvals feature brings a new level of sophistication and flexibility to workflow management. By enabling dynamic adjustments based on approval status and facilitating group decisions, it empowers teams to collaborate more effectively and make decisions faster. This upgrade is especially valuable for organizations looking to streamline their processes and enhance efficiency across various operations.

Want to see more Formstack tutorials? Check out all our product tutorials to learn even more about what you can achieve with Formstack products.

The dynamic Approvals feature comes standard on Formstack Suite Teams plans and above. Start a 14-day free trial to start putting your data to work for you! 

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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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