Request Changes to a Form

Overview: Learn how to request changes to a SprySign packet.

Note: In order for a user to have the ability to Approve, Reject, or Request changes to a packet, the workflow must be configured to include an Approver. To learn how to configure a workflow in SprySign, review THIS GUIDE.

For those users who are included in the workflow as an "Approver" (see above), you will be able to Approve, Reject, or Request changes to a form. See steps below.

1. Navigate to SprySign.
2. Next, select Action Required on the left side of the screen.
   
   
3. From the Action Required Tab, locate the form you wish to review.
4. Click the orange Review button.
   
   
5. In the top right corner of the form, you will see the option to Request Change, Approve, or Reject.
   
   
6. To request a change, choose Request Change.
7. Then, select the questions you would like the user to update by selecting the checkbox next to the question. When finished, click the orange Request Change button.
   
8.  Add a comment for the user. This helps the user understand what needs to be changed in the form.
9. After adding your comment, click the blue Send button.
10. The form will now be sent back to the user whose responses require updates or changes.
    • Email notification: The user will receive an email notifying them that these changes have been requested.
    • Action Required tab: Users will see this form listed in their Action Required tab in SprySign.

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