Responding to forms in iTWO cx allows you to:
When you respond on a form in iTWO cx:
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.
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 or permitted to do so.
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.
1. When the form appears in the right-hand pane of iTWO cx, click in the comment field and type your response.
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.
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.
This example is from Outlook. 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.
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.