Web Forms manual

1. Submit a Form for Approval

To fill out a form and submit if for approval, follow these steps:

  1. From the Portal Page, click Web Forms on the Office 4 menu.

    The Web Forms window appears.

  2. Click Apply.

    The New Application window appears.

  3. Two options are available:

    To choose directly from the form list: Click on the form you want to fill out and submit for approval.

    To choose from a category: From the Category drop-down menu, select a category, and then click on the form you want to fill out and submit for approval.

  4. Enter data in the form accordingly. Items with * are required.

  5. Click Next.

    The Application Path window appears. The approval path has been set up by the form creator; enter the names of the users who should receive the form to approve.

  6. From the Group drop-down menu, select a group with the member(s) to include in the application path.

  7. From the list box, select a user.

    To bypass a field: Select Blank.

  8. Click Enter to copy the name to the left field.

  9. Click Next.

    The Confirm Application window appears.

  10. When done, click Send.


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