Assigning a Form Administrator allows the assigned staff to set up the approval workflow, reminder notifications and generate reports for the specific form only.
Note: The steps below can only be done via the Classic interface
Step 1: Log in to your account
Step 2: Toggle to the Classic interface by clicking the area where you can see your name, and choose "switch to Classic"
Step 3: Once on the Classic interface, click on the tab at the top
Step 4: Click on sub-tab
Step 5: Go to
Step 6: You will see a list of eForms enabled in your system and another field where you can assign an administrator for each form. Select the form administrator for the form by clicking on the table and select the person.
Step 7: A message will appear at the top once you have successfully assigned the staff to a form.
An administrator for a specific form can perform three specific tasks:
- Setup the approval workflow for the specific form
- Create Reminders
- Generate Reports