This is the place where you manage and complete all e-forms and e-reports directly from your phone. Choose from pre-created forms/ reports or customize your own, based on the needs of your business. Get started with these 2 simple steps:
How to Send
Step 1 >> In the Workflow Tab, Press on the Primary Icon
Step 2 >> Choose a Form or Report from the list.
Step 3-4 >> Select one or more coworkers to send it to, fill it in
Step 5 >> Preview your form and send it!
How to Approve
You will receive the e-form/ report in your Workflow Inbox, select approve or reject and the sender will receive an instant notification.