Mohamed Bahri

Form Workflow now works on mobile!

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A lot of our committed Form Workflow users wanted one thing: To be able to validate requests on mobile. This is already possible for some mobile users, but not for all. Certain devices were encountering issues.

Well we know a good idea when we hear it. So we released a new version of Form Workflow which makes it possible to use whatever type of device to validate requests received through the add-on.

To make it happen, the account owner first has to activate the option by going to the the Advanced tab of his sidebar. Then he ticks Activate Mobile Validation.

1 First activate the option formworkflow

From this point on, all workflow reviewers will see a line that contains a link under the validation module.

2_Access form workflow

This link leads to the Form Workflow web application. The existence of this app means that approval is now possible outside the email inbox. Mobile devices won’t encounter any more issues.

wizy io Form workflow window

Start using this efficient and mobile workflow tool. Get Form Workflow here.

 

momoWizy.io product manager Mohamed Bahri started his career in informations systems  consulting with companies like Accenture and E&Y, before going on his own and working freelance for different SAP programs as project manager. “My passion is entrepreneurship and business development,” says Mohamed, who co-founded Wizy.io in 2015.

Mohamed BahriForm Workflow now works on mobile!
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Form Workflow just got better

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Heads up! We’ve just released a new version of the Form Workflow add-on.

We listened to our users’ feedback. We studied your needs. And now you can use the add-on with the following great new features:

Approve, Decline, On hold or Send Back to the Requestor? In addition to Approve and Decline, reviewers have two more choices. They can put the request on hold, or send it back to the requestor. Our aim is to make your work life easier, so all of these actions are still done inside email.

fw - email validation pop copy

Optional 2-Step Validation. You can now add a second step to your validation process. Turn on this function and, after your first reviewer approves the request, it will go to a second person for review.

Conditional Reviewers. Do you want certain types of requests to go to one reviewer, and other types to go to another? Click the Setup Reviewers button on your add-on sidebar. You’ll see a pop-up window that allows you to set up the criteria you need.

fw - conditional r

Email Editor. Sometimes you want to personalize the email you send to your reviewers. Our email template maker lets you customize what you want to say, and how you want it to look.

fw - email editor

Reports. Keep track of your workflows right inside the add-on. A new tab tells you how many of your workflows are at in each stage of the validation process. 

fw - reports all

 

Send Reminders. You can now remind your reviewers to act on workflows that they put on hold. Or you can resend the emails asking for their validation.

If you haven’t tried this super-charged workflow tool yet, get Form Workflow here.

 

momoWizy.io product manager Mohamed Bahri started his career in informations systems  consulting with companies like Accenture and E&Y, before going on his own and working freelance for different SAP programs as project manager. “My passion is entrepreneurship and business development,” says Mohamed, who co-founded Wizy.io in 2015.

Mohamed BahriForm Workflow just got better
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Here are the latest improvements on the Mail Merge & Doc Merge add-on

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We consider our community of users as invaluable partners in building really useful products. We’re always listening to what you have to say. Based on your feedback, we’ve just released the following features to our popular Mail Merge & Doc Merge add-on:

1. Templates are now listed alphabetically.

This makes your searching easier, and (hopefully!) your work go faster.

1 templates data merge

2. A unique PDF file can be attached  to your emails.

Clicking on “select” will open a window which will show you the PDF files stored in your Drive. Pick one, and it will be sent to each recipient of the emails you are generating.

2 mail merge pop out

3. The “From” field can be customized.

We’ve made it possible to write the name you want to appear in the From field of your email. Now you can go a step further in personalizing your communication.

3 mailmerge popout

 

Keep letting us know what you think. We’re constantly working to give you the most useful mail merge and document merge product on the market.

If you haven’t tried it yet, get the add-on here.

 

momoWizy.io product manager Mohamed Bahri started his career in informations systems  consulting with companies like Accenture and E&Y, before going on his own and working freelance for different SAP programs as project manager. “My passion is entrepreneurship and business development,” says Mohamed, who co-founded Wizy.io in 2015.

 

Mohamed BahriHere are the latest improvements on the Mail Merge & Doc Merge add-on
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