Mekari Sign provides a form template feature that allows you to create forms that will later be approved by certain parties. You can create the form according to your needs. Here are the steps.
Go to the Approvals menu.
Then click the “Form templates” tab.
To create a new form template, click “Create”.
Enter the form name and description if needed. Then click “Next”.
Enter the questions and description (if needed) in the provided fields.
Choose the desired form format.
Toggle Required on if the field must be filled out, then click “Next”.
Click the “+ Add Approval” button to add an approval to the form.
-
The following pop-up will appear; select Manual if you want to create a new approval format or select Template settings to choose from previously created approval formats.
Learn more about approvals here.
-
Select the users who can approve the form.
You can also enable the toggle Send notification via WhatsApp if you want to send notifications via WhatsApp to the entered number.
In the Permission section, you can choose whether the form template can be used by all users (All users) or specific users (Selected users).
If you select specific users (Selected users), click “Select users”.
Click the “+” icon next to the users you want to select, then click “Assign users”.
Toggle Send automatic reminders on to send reminders automatically.
If everything is correct, click “Save as template”.
The template has now been successfully created.
You can click “Actions” then select View Details to see the form details, Edit to modify, Duplicate to copy the form, and Delete to remove the form.
That concludes the explanation on how to create a form template. Next, learn how to use form templates here.
