Form Workflow

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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Buy one, get one Free! Unlimited use of Form Workflow and Mail Merge & Doc Merge add-ons for a single price

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Did you know that for US$48, you can use the unlimited versions of both our add-ons? Oh yes.

Form Workflow allows you to automate approvals with Google Forms and Google Sheets. Mail Merge & Doc Merge with Attachments lets you merge documents and emails. Get the Pro plan for one, and start using the other on Pro as well.

data merge_plus_form workflow

 

All you have to do is buy one add-on for an annual US$48. Go to the add-on’s menu and click “Get Unlimited Usage.” Pay with your credit card in-app. You are now on a Pro account.

That means that you can use  Form Workflow beyond the 50 validations on the free plan. And you can merge as many documents and emails as you need with Mail Merge & Doc Merge beyond the 50 a day allowed on free.

unlimited usage

If you don’t have the other add-on yet, all you have to do is install it. You are automatically on a Pro account.  If you already have the other add-on, you don’t have to do anything. You can begin using it without limits.

What are you waiting for? Get Mail Merge & Doc Merge with Attachments and Form Workflow right now.

 

team-imgWizy.io’s customer success director Apol Massebieau has been a newspaper journalist, magazine editor, TV show host/producer, essay and fiction writer, and toy designer. She was an early adopter of Etsy and continues being fascinated by how small businesses thrive online.

Apol MassebieauBuy one, get one Free! Unlimited use of Form Workflow and Mail Merge & Doc Merge add-ons for a single price
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Teachers Performance Appraisal improved at Associated Hebrew School with our add-ons

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Brian Pugh is one of our favorites from our supportive group of education users. The head of literacy  of the Associated Hebrew Schools of Canada is a dedicated user of our add-on Mail Merge & Doc Merge with Attachments. With it, he has built a system that automates his school’s Teacher Performance Appraisal.

We recently chatted with him again. We discovered that he has optimized his use of the add-on. He has also incorporated into his process our Form Workflow add-on.

Their vice-principal or one of the two principals evaluates a teacher by submitting a Teacher Performance Appraisal. There are about 160 questions in this appraisal. The resulting spreadsheet is more than 700 columns wide. Brian has set up Mail Merge & Doc Merge add-on to merge all of this spreadsheet data into one document every time a TPA is logged.

Wizyio

This is where Form Workflow comes in. If it is the vice-principal submitting the evaluation, the add-on is used to get approval for the merged document from one of the two principals.

Wizyio 2

Once this is done, the evaluated teacher is sent the TPA, along with a link to a Teacher Comments form. The comments make their way back to the original spreadsheet. This activates the the Mail Merge & Doc Merge add-on a second time. Another merged document is generated. This one contains both the TPA and the teacher’s comments.

Wizyio 3

 

The second document is stored in a folder named “TPAs ready for signature.” The principal is notified automatically that it is there. He e-signs it, then forwards it to the assessed teacher for his e-signature.

Asked how satisfied he was with the process on a scale of 1 to 5, Brian answers with a resounding, “5!” And because we help make the  jobs of our community members easier, we are just as glad as he is.

Start using Wizy.io’s add-on free on the Add-on Marketplace! Get Mail Merge & Doc Merge with Attachments and Form Workflow.

 

team-img

Wizy.io’s customer success director Apol Massebieau has been a newspaper journalist, magazine editor, TV show host/producer, essay and fiction writer, and toy designer. She was an early adopter of Etsy and continues being fascinated by how small businesses thrive online.

 

Apol MassebieauTeachers Performance Appraisal improved at Associated Hebrew School with our add-ons
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