Automations
Signature Workflows
Overview The signature workflow feature for electronic grading forms allows signatures and approvals to be managed digitally, removing the need for in-person signing on a specific device. Here’s how to complete the process: Where can signature ...
What can be automated
Submitted Form Available conditions When a specific type of form is submitted Form submitted by specific user(s) Form result is passed or failed Available actions Approve and update records Save to user filed Send by email Submitted Form in ...
Automations
General Automations can be used for a number of tasks inside Crewdox. We are adding more and more automation possibilities regularly in order to ease manual work as much as we can. Below you can read about the current automation possibilities and how ...
Email automation
Email Automation is a great way to reduce manual work as well as improving the overall compliance. There are many use cases where email automations can be beneficial. If a crew has failed a check for example, the failed form can be emailed ...