Follow

ACS Forms: Quick Actions – Send Forms to Staff

Forms Quick Actions
To quickly request forms, you will have access to the Forms tab Top Quick Actions. These are available by hovering over the Forms tab.

Staff Members
1. Hover over the Forms tab

2. Click on Request Forms from Staff

3. Select Staff using the checkboxes on the left

4. Click on Request Forms

5. Select the Forms you wish to request

6. If applicable, enter Due Dates
Note: To update these in mass, enter the date in the field above and select Update All.
Note: Comments added to forms will be displayed on the Forms Feed and in email notifications.

7. Click Submit Request

Was this article helpful?
0 out of 0 found this helpful

Comments

Powered by Zendesk