Tracking Requests
All users can track the status of individual requests using the hyperlinked Request # at the top of email notifications they receive. Clicking on the request number will open the tracking page for that specific request, where you can view its current status, form submission details, approvals and signatures.
Administrators (and non administrators who are part of a Team plan) can manage their forms via the Dashboard. From the dashboard, you can see all forms you have connected to the add-on. Selecting a form will take you to the tracking page for that form, where you can see and manage requests.
The tracking page allows you to:
- View the status of all requests and filter by status, request number, requestor, recipient, recipient status, or date range.
- View form submission details, approvals and signatures for each request using a table or timeline view.
- Send reminders to recipients who have not yet responded (individually or in bulk).
- Amend recipients on in-flight requests.
- Resend past notifications.
- Cancel requests (individually or in bulk).
- Export a PDF summary of completed requests.
Administrators and anyone with access to the spreadsheet (linked to the Google Form) can also review the status of requests from the spreadsheet in the Detailed Approval Records sheet or the Form Responses sheet.
What's next:
- Learn how to approve requests.
- Learn about Team plan features.