Start a Form

Forms in Compligo fall into two basic categories, Assigned and Self-Started. Assigned Forms are sent to your Inbox and typically require your action. Self-Started Forms are started manually.

Start an Assigned form from your Inbox

1. Click on the Home Tab
2. Within the Inbox tile, click on the Assigned Form to Start it

Start a Form from the Home Page 

1. Click on the Home tab
2. Locate "Start a Form..." on the right side of the page
3. There are 3 ways to start a form from here:
1. Search for a form by clicking into the Start a Form... search box. Type any part of the name of the form to search. A list of results will we appear as you type. Click on the name of a form to preview it.
2. Click on a popular form from within the Most Popular list of the 10 most commonly used forms that you have permission to start. Click on a form to preview it.
3. Click on Browse Forms to view the forms library, organized by Start Menu Folder.  Click on a folder and then click on a form to preview it.
4. Click on Start within the preview window to start the Form.