Responding to forms in iTWOcx iTWO cx allows you to:
Add
- Add comments
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- .
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- Change the
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- status (where permissions allow)
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- .
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- Change the action person (where permissions allow)
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- .
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- Add another addressee to the form.
When you respond on a form in iTWOcxiTWO cx: It
- It is a reply all
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- A new document is not created.
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- Your response will be added below the original text. Responses work from the bottom up so the most recent response will be closest to the original text.
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- Notifications are sent to all people addressed on the form to alert them of a response.
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- You cannot delete people off the Address List but you can add others by typing in the Action or Info section.
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- You may be able to add people that the original author could not.
Submitting a Standard Response
1. On the document you wish to respond to, click Respond on the bottom left of the window.
2. Change the addressing to the relevant Action person by either dragging and dropping the user id of existing recipients or by adding additional users by typing their name in the Action field.
| Note |
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| Where configuration allows you may be able to address more than one recipient. |
3. Repeat the step above to add any additional recipients for Info.
4. Change the status if required /permitted.
or permitted to do so.
- Draft - Only visible to the person who created the form.
- Open - Used for the active part of a workflow. Any form in an open status is tracked by the system and will appear in the Hotlist of the action person.
- Closed - Used for the Workflow end. When a form moved to closed status it will be removed from the action person's Hotlist.
- Cancelled - Used to remove a Draft Form.
- Initiated - Optional interim status that a Form sits in between being issued and opened by the action person. Good for starting the workflow as soon as the form is viewed.
| Note |
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| Statuses can determine whether a document is tracked on your Hotlist or can be used to identify a step in a workflow. |
5. In the Comments field, type your response.
6. Once done, click Submit.
Quick Respond
1. When the form appears in the right-hand pane of iTWO cx, click in the comment field and type your response.
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2. Change the status if require or permitted to do so.
3. Change the Action person to address the form to the relevant user.
4. Upload attachments if required.
5. When complete click Submit.
Respond to an Email to
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Add a
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Comment
You can also add a comment to an iTWO cx form by replying directly to an email notification.
1. On your email application click on Reply to the iTWO cx notification that you wish to respond to.
| Info |
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| This example is from GmailOutlook. The interface on your email application may be different. |
2. Add your comment above the email content and click send. This text will be added to form as a response
3. Click Send.
Using the Respond
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Button on an Email
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Notification
1. You can add a response to the iTWO cx form you have received by clicking on the Respond button on the email.
2. This will show you the form information and allow you to fill out the form fields as required.
3. Once you have filled in the necessary data, click on submit.
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