BoloForms Support Doc
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  • ➡️What is BoloForms?
  • ‼️Troubleshooting BoloForms
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  • 📄Form Templates
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  • 🟣Pricing
  • 📖GUIDES
    • GSUITE add-on
      • Adding Recipients
      • Managing Multi-Level Workflow
      • Adding Conditions to Recipient
        • Conditions for Approval
        • Conditions for Auto-Approval
      • Assigning Roles to Recipients
      • Tracking Requests
      • Approving Requests
      • How to use the lookup table?
      • Send PDF to the respondent
      • Migrate your Google Forms to BoloForms
    • BoloForms Dashboard
      • Static and Dynamic Recipients
      • Lookup Tables
      • Conditions
        • Conditions for Approval
        • Conditions for Auto-Approval
      • Multi-Approve/Reject
      • Customized Branding
      • Multiple-Stages and Stage Overview
      • Add Collaborators
      • Deleting Responses
      • Types of Questions
      • Prefill
      • Themes
      • Email Settings
      • Types of Account View
      • Reporting and Analytics
      • Embed
      • Custom Email Settings
      • Export Data from Forms
  • 🔗INTEGRATIONS
    • Notion
      • Embed in Notion
    • Google Sheets
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What is BoloForms?

NextTroubleshooting BoloForms

Last updated 1 year ago

This is a usage guide for BoloForms Approvals. In case you have additional questions/require support, feel free to contact or on

Introducing BoloForms Approvals: Simplify and streamline your organization's workflows. Our product enables easy management of leave requests, budget approvals, and much more.

With a user-friendly interface based on Google Forms, your employees will find it intuitive and effortless to use.

Getting Started

Set-up for G-Suite

Step-by-Step Process for Creating and Approving Forms Through G-Suite Add-on

1. Open an existing Google Form or create a !

2. Click on the three dots to the top right which says 'More'

3. Click on Add-ons

4. Search for "BoloForms" and then Click on "BoloForms - Approvals" Add-on.

5. Click on Install

6. Click on CONTINUE

7. Choose a Google Account using which you are creating Google Forms

8. Click on Allow when prompted with required permissions. We are verified by Google about needing these permissions to give you the best experience!

9. Click on DONE

10. Click on Add-on option and then select "BoloForms - Approvals"

11. Click on Open

12. You can Set your Own Questions or Choose from a variety of Templates

13. This is the Approval Dashboard for the BoloForms Add-on

14. Click on Add Recipients as required

15. Add recipient emails and click on save settings

16. Embed form in processes, when someone opens the form they'll fill in the info and submit

17. Approver will receive an email to Approve/Reject Request

18. Approver can add comments, Approve or open in Dashboard

19. You can check the approval status of your Forms through BoloForms Dashboard

Set-up for Dashboard

Go to

1. Click on Sign In

2. Choose your preferred sign-in option

3. Give required permissions

4. A dashboard will be created

5. Click on Create

6. Select any of the thousands of templates available

7. Enable Approval workflow if workflows need to be created

8. Click on Create Form

9. Make the required alterations to the form

10. Click on Edit Workflow

11. Click on Add Recipients as required

12. Add recipient emails and save

13. Select Action for Recipient

14. Click on Save

15. Go back to Forms

16. Click on Preview link

17. Embed form in processes, when someone opens the form they'll fill in the info and submit

18. Approver will receive an email to Approve/Reject Request

19. Approver can add comments, Approve or open in Dashboard


➡️
support@boloforms.com
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Step-by-Step Process for Creating and Approving Forms in BoloForms
www.boloforms.com
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