Create a Packet

Overview: Learn how to create packets, allowing you to send multiple forms at once. The respondent will view and complete all forms in the packet in one workflow. To send an individual form, you will also create a packet. 

1. Start in your Admin portal.

2. Navigate to "SprySign".

3. From the SprySign home tab, select "Create".

4. Choose an existing folder or create a new one. This folder is where your packet will be saved.

5. Create a new form (from scratch, PDF upload, or use a template). This guide will teach you how to create forms. 

Note: Selecting "Use a Template" will show you any forms that Spry has automatically added to your form library.

6. Once your form is created or selected, proceed to the packet creation window by clicking the blue "Next" button in the top right corner.

7. You will be asked if you would like to to add another form to the packet. If "Yes", repeat steps #5 and #6. If "No", you will be directed to the packet settings page.

1. In the "Packet Settings", you can view any forms that have been added to a packet at the top of the screen. You can drag and drop to re-order the questions if necessary. 

2. Begin in Basic Info Section. First, add a Packet Name.

3. Next, add a Packet Description.

4. Next, scroll to the Sender section. Here, select the users/user groups who can send this packet. These people cannot edit the packet.

5. Click to Select the user role. 

6. Choose the user role from the dropdown menu.

7. Click the blue "Next" button.

8. Then, select the Sender. You can choose to Add by title or Add individually. When finished, click the blue "Next" button to assign sender permissions.

9. Scroll to the Workflow section. If a workflow is required, click "Add Step".

10. First, name the step. Here, you can use up to 10 words.

11. Then, select the User role who will be assigned this step in the workflow.

12. Proceed by selecting to Add by team, Add by tags, or Add by class. 

13. Next, choose an action for this step in the workflow. Click to view the dropdown menu of actions.

• Fill out forms: User will be required to complete the form.

• Receive an email notification: User will be sent an email notifying them of a step in the workflow.

• Approve with signature: User will be required to view the form and add a signature to approve.

• Approve without signature: User will be required to view and approve the form without signing.

14. Then, choose the Field this action applies to. 

Note: You can choose "Customize fields" which will allow you to apply the action in this workflow to certain form questions rather than all. Simply click the question/field to select or deselect. If you have multiple forms in the packet, they will appear as tabs at the bottom of the screen. 

15. If you need to add an additional step, click "Add Step".

16. Last, scroll to Share. Choose your sharing settings. Here, select users to manage this packet including editing the title, questions, workflows, conditions, etc. and archive this packet.

17. You can choose to share this packet with all users of a certain role (ex: All admins or All coaches).

18. Alternatively, you can select individual or grouped users who will be shared access on this packet.

Note: You can select individually or by a user's title group. Title Groups include: Compliance, Athletic Director, Admissions, Academics, Ticketing, Travel, Medical, Equipment, Operations, Communications, Development and more.

19. When finished, scroll to the top and click the blue "Save" button in the top right corner to create your packet.

20. Review the packet summary on the following screen.

21. Then, click the blue "Confirm" button in the top right corner. 

22. Your packet has now been created and is ready to send. To assign a packet (with one or multiple forms), view this guide.