How to Review a Form in a 2 Step Approval Workflow
As a Clerk, the first level of review, you must first login to formsflow.ai with a valid user ID.
Once logged in, they can see their tasks in the tasklist on the left side. Any application they have to review will also display what kind of workflow the application is in. Once they click on the application needing review, the form filled out by the Client user will appear greyed out and unable to edit.
The Clerk then needs to click “Claim” in order to claim the form and keep it from being simultaneously reviewed. They can then review the form, scroll down, leave a comment, and then either pass the form forward in the review process to the next step, or return it to the client to edit and resubmit.
If it needs to be resubmitted, the Client would simply need to login to formsflow.ai and then the Client can see the comments made by the Clerk and then “Edit” the form and resubmit it.