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Applications & Form Approval Process

Customize an application for specific individuals and members, and optionally set up an approval process for others to review, edit and approve or deny

Customize Application or Form

Set up an application and customize the form to include optional and required variables, inputs and liabilities to agree with

  • Create
    Create one or many applications for individuals to fill out for your unique purposes
  • Embed Videos and Resources
    Add videos to the application or form so you can include training or informational material in the workflow
  • Private or Public
    Make the application or form public or private for individuals to fill out anonymously or via a login

Approval Process

When multiple stakeholders need to approve and get confirmation and approval, we have an approval process to allow this to happen

  • Approve or Deny
    Set up a workflow to determine who in addition to you would need to approve the application
  • Select Stakeholders
    You can select one or many individuals to be stakeholders to review, edit and approve or deny the application from going to the next step in the workflow
  • Manage Workflow
    Determine if you want the workflow to be a simple signup process or if it requires additional approvals from individuals to review and provide their input