SlideShare a Scribd company logo
How to create document
approval workflows with
form fields?
© 2020 Revvsales, Inc. All rights reserved.
1
What are Form Fields?
2
© 2020 Revvsales, Inc. All rights reserved.
Form fields are fillable
placeholders that enable
form-based document
creation.
Create document approval
workflows with form fields
in three steps:
1. Select and edit a
template
2. Add form fields
3. Create workflows for
form fields
© 2020 Revvsales, Inc. All rights reserved.
Select and Edit a Template
4
© 2020 Revvsales, Inc. All rights reserved.
1
5
© 2020 Revvsales, Inc. All rights reserved.
Go to ‘Templates’ section.
1. Select and Edit a Template
6
© 2020 Revvsales, Inc. All rights reserved.
Choose a template from
‘My Templates.’
1. Select and Edit a Template
7
© 2020 Revvsales, Inc. All rights reserved.
Revv also offers to select a
template from its 400+
professional template
library.
Click on ‘Templates Library.’
1. Select and Edit a Template
8
© 2020 Revvsales, Inc. All rights reserved.
Explore the library.
1. Select and Edit a Template
9
© 2020 Revvsales, Inc. All rights reserved.
Choose a template of your
choice and click on ‘Add to
my templates’ button.
1. Select and Edit a Template
10
© 2020 Revvsales, Inc. All rights reserved.
The selected template gets
added to ‘My Templates’
section in Revv.
Click on the template.
1. Select and Edit a Template
11
© 2020 Revvsales, Inc. All rights reserved.
The template can only be
edited in ‘Template draft
mode.’
To do so, click on ‘Edit’
button.
1. Select and Edit a Template
12
© 2020 Revvsales, Inc. All rights reserved.
Now the template is
changed to ‘Template draft
mode.’
1. Select and Edit a Template
13
© 2020 Revvsales, Inc. All rights reserved.
Edit the template.
Customize it by dragging
the document blocks into
the template or clicking the
plus (+) icon and selecting
the required block.
1. Select and Edit a Template
Add Form Fields
14
© 2020 Revvsales, Inc. All rights reserved.
2
15
© 2020 Revvsales, Inc. All rights reserved.
Select the field from the
template you want to
customize.
Here, we have chosen
‘State’ field in the
‘Jurisdiction and governing
law’ clause.
2. Add Form Fields
16
© 2020 Revvsales, Inc. All rights reserved.
Click on the ‘Add form field’
button.
2. Add Form Fields
17
© 2020 Revvsales, Inc. All rights reserved.
Choose a relevant form
field and save it.
For example, the ‘State’
field in ‘Jurisdiction and
governing law’ section (see
the previous image) is
linked to ‘Jurisdiction (USA)’
form field.
2. Add Form Fields
Create Workflows for Form Fields
18
© 2020 Revvsales, Inc. All rights reserved.
3
19
© 2020 Revvsales, Inc. All rights reserved.
Go to the form fields pane,
hover over the created field,
and click on ‘Attach
workflow.’
3. Create Workflows for Form Fields
20
© 2020 Revvsales, Inc. All rights reserved.
Let us create a workflow.
For example, route an
agreement for approval if the
jurisdiction falls under
‘California.’
To do that, first, let us create a
condition and select value as
‘California.’
3. Create Workflows for Form Fields
21
© 2020 Revvsales, Inc. All rights reserved.
Next, we will choose the
actions that will get activated
for those conditions.
First, choose between
sequential and parallel
approval.
3. Create Workflows for Form Fields
22
© 2020 Revvsales, Inc. All rights reserved.
Second, add approvers to the
workflow.
3. Create Workflows for Form Fields
23
© 2020 Revvsales, Inc. All rights reserved.
Third, write a message that
gets displayed when the
workflow is triggered.
3. Create Workflows for Form Fields
24
© 2020 Revvsales, Inc. All rights reserved.
Save the workflow.
3. Create Workflows for Form Fields
25
© 2020 Revvsales, Inc. All rights reserved.
Click on ‘Publish’ button when
the template is complete and
ready.
3. Create Workflows for Form Fields
26
© 2020 Revvsales, Inc. All rights reserved.
Select ‘Form template’ tab, and
click on ‘Publish as form
template’ button.
3. Create Workflows for Form Fields
27
© 2020 Revvsales, Inc. All rights reserved.
The template with form fields is
now published and ready for
use.
3. Create Workflows for Form Fields
28
© 2020 Revvsales, Inc. All rights reserved.
Set up internal approval workflows in Revv, and
ensure your documents meet the business
standards.
Compliance
Revv ensures safety and security of
documents as per the latest industry
standards and compliance.
29
© 2020 Revvsales, Inc. All rights reserved.
Smartly manage document approval
workflows with Revv
Contact us at sales@revv.so
Visit: www.revv.so/templates
© 2020 Revvsales, Inc. All rights reserved.

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How to create document approval workflows?

  • 1. How to create document approval workflows with form fields? © 2020 Revvsales, Inc. All rights reserved. 1
  • 2. What are Form Fields? 2 © 2020 Revvsales, Inc. All rights reserved. Form fields are fillable placeholders that enable form-based document creation.
  • 3. Create document approval workflows with form fields in three steps: 1. Select and edit a template 2. Add form fields 3. Create workflows for form fields © 2020 Revvsales, Inc. All rights reserved.
  • 4. Select and Edit a Template 4 © 2020 Revvsales, Inc. All rights reserved. 1
  • 5. 5 © 2020 Revvsales, Inc. All rights reserved. Go to ‘Templates’ section. 1. Select and Edit a Template
  • 6. 6 © 2020 Revvsales, Inc. All rights reserved. Choose a template from ‘My Templates.’ 1. Select and Edit a Template
  • 7. 7 © 2020 Revvsales, Inc. All rights reserved. Revv also offers to select a template from its 400+ professional template library. Click on ‘Templates Library.’ 1. Select and Edit a Template
  • 8. 8 © 2020 Revvsales, Inc. All rights reserved. Explore the library. 1. Select and Edit a Template
  • 9. 9 © 2020 Revvsales, Inc. All rights reserved. Choose a template of your choice and click on ‘Add to my templates’ button. 1. Select and Edit a Template
  • 10. 10 © 2020 Revvsales, Inc. All rights reserved. The selected template gets added to ‘My Templates’ section in Revv. Click on the template. 1. Select and Edit a Template
  • 11. 11 © 2020 Revvsales, Inc. All rights reserved. The template can only be edited in ‘Template draft mode.’ To do so, click on ‘Edit’ button. 1. Select and Edit a Template
  • 12. 12 © 2020 Revvsales, Inc. All rights reserved. Now the template is changed to ‘Template draft mode.’ 1. Select and Edit a Template
  • 13. 13 © 2020 Revvsales, Inc. All rights reserved. Edit the template. Customize it by dragging the document blocks into the template or clicking the plus (+) icon and selecting the required block. 1. Select and Edit a Template
  • 14. Add Form Fields 14 © 2020 Revvsales, Inc. All rights reserved. 2
  • 15. 15 © 2020 Revvsales, Inc. All rights reserved. Select the field from the template you want to customize. Here, we have chosen ‘State’ field in the ‘Jurisdiction and governing law’ clause. 2. Add Form Fields
  • 16. 16 © 2020 Revvsales, Inc. All rights reserved. Click on the ‘Add form field’ button. 2. Add Form Fields
  • 17. 17 © 2020 Revvsales, Inc. All rights reserved. Choose a relevant form field and save it. For example, the ‘State’ field in ‘Jurisdiction and governing law’ section (see the previous image) is linked to ‘Jurisdiction (USA)’ form field. 2. Add Form Fields
  • 18. Create Workflows for Form Fields 18 © 2020 Revvsales, Inc. All rights reserved. 3
  • 19. 19 © 2020 Revvsales, Inc. All rights reserved. Go to the form fields pane, hover over the created field, and click on ‘Attach workflow.’ 3. Create Workflows for Form Fields
  • 20. 20 © 2020 Revvsales, Inc. All rights reserved. Let us create a workflow. For example, route an agreement for approval if the jurisdiction falls under ‘California.’ To do that, first, let us create a condition and select value as ‘California.’ 3. Create Workflows for Form Fields
  • 21. 21 © 2020 Revvsales, Inc. All rights reserved. Next, we will choose the actions that will get activated for those conditions. First, choose between sequential and parallel approval. 3. Create Workflows for Form Fields
  • 22. 22 © 2020 Revvsales, Inc. All rights reserved. Second, add approvers to the workflow. 3. Create Workflows for Form Fields
  • 23. 23 © 2020 Revvsales, Inc. All rights reserved. Third, write a message that gets displayed when the workflow is triggered. 3. Create Workflows for Form Fields
  • 24. 24 © 2020 Revvsales, Inc. All rights reserved. Save the workflow. 3. Create Workflows for Form Fields
  • 25. 25 © 2020 Revvsales, Inc. All rights reserved. Click on ‘Publish’ button when the template is complete and ready. 3. Create Workflows for Form Fields
  • 26. 26 © 2020 Revvsales, Inc. All rights reserved. Select ‘Form template’ tab, and click on ‘Publish as form template’ button. 3. Create Workflows for Form Fields
  • 27. 27 © 2020 Revvsales, Inc. All rights reserved. The template with form fields is now published and ready for use. 3. Create Workflows for Form Fields
  • 28. 28 © 2020 Revvsales, Inc. All rights reserved. Set up internal approval workflows in Revv, and ensure your documents meet the business standards.
  • 29. Compliance Revv ensures safety and security of documents as per the latest industry standards and compliance. 29 © 2020 Revvsales, Inc. All rights reserved.
  • 30. Smartly manage document approval workflows with Revv Contact us at sales@revv.so Visit: www.revv.so/templates © 2020 Revvsales, Inc. All rights reserved.