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Approval Paths
Build templates with approval paths so a completed form routes automatically to one or more named approvers, such as a discipline referral a teacher sends to a principal, by adding approvers in the template's Settings.
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Digital Documentation
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Helpful Tips
- Only FormWorks Authors can create templates with approval paths.
- Add approvers within the Settings section of a template so a completed form routes automatically to one or more named approvers.
- Example: a teacher completes a Discipline Referral form that routes to a Principal.
- When adding fields to the form, designate which approvers can complete them.
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