FormVites is a forms management and invitation add-on to the Registration Module. If you do not have the FormVites add-on you can contact Brick River for pricing
FormVites with Requires Approval selected provides for FormVites to be approved. Once an invitee submits a FormVite, the status of the FormVite changes to Submitted for Approval. The approve and unsubmit buttons then become available. If a form needs to be updated or edited after being submitted, unsubmit the FormVite so the invitee can go back and edit their forms (provided forms allow for editing after submission). If the FormVite is complete, it can be approved. FormVites can be unapproved later if required.
The FormVite is managed and edited from the FormVite detail page. To access the FormVite detail click on title of the FormVite from the FormVites listing page. The top of the detail page lists the forms included in the FormVite with links to the forms for managing or editing forms. The Edit FormVite button allows for changes to the FormVite after creation of the FromVite.
Click on the Create the Invitation List button and select the contact view you want to add invitees from. You will be directed to the views index where you can filter and search for invitees. After filtering or searching for the contacts you want to add to the invitation list click the Action button at the top, right and select Add to FormVite. You will be given a list of FormVites, select the one you want to add the contacts. You will be redirected to the FormVite detail page. Once you have added all of the invitees be sure to email them so they know how to get to the FormVite page.
The Invitee list can be filtered by selecting the progress level of the invitees. Select the progress level to view only the invitees at that progress level.
Invitees can be mailed as a group or individually. To email a group select All Invitees or a set of the invitees by progress level. After selecting the group you will be directed to the email compose screen to compose your email. To email an individual invitee, select the email icon to the right of the invitee. Emails created through FormVites will always contain a link to the invitees FormVite page. If you want to add an additional link to the body of the email use the mail merge fields and select FormVite Link.
The Invitees FormVite page can be viewed by clicking the invitee's name.
Once a form has been started it is visible from the FormVite detail page. Forms can be viewed for printing and reviewing or for editing and managing.
To give a user permissions to FormVites they must be a Registration Super Admin, Simple Reg Manager or Simple Reg Manager. Reg Super Admins have permissions to all FormVites, Simple Reg Managers and Self Managers need to be granted permission to specified FormVites. Additionally, anyone accessing FormVites must have permission to the FormVites view.
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