Purpose
Dynamic Forms has a user portal for accessing forms to be signed or viewing those already completed.
Policy/Procedure
The Dynamic Forms SVSU User Portal has multiple sections as described below:
These forms need your action!
This is where the user can navigate to forms that require an action/signature on their part.
At the top of this page, there is also a "My Draft Forms" link that will take the user to a separate page showing any forms they saved in a Draft status. NOTE: This page can also be accessed directly from the main User Portal Landing page (see next section below).
Forms I am Copied on
This link takes the user to a page displaying any forms where their email address was Carbon Copied to allow them to view the PDF/HTML of those forms.
Forms Awaiting Other Signatures
This link allows the user to view forms they have already signed that still require another cosigner's signature.
My Form Drafts
This link will take the user to a separate page showing any forms they saved in a Draft status.
Forms the user is currently working on and need to complete. To continue a form that you saved as a draft or that needs your signature click on the Actions button and Resume Form.
My Forms History
Forms that have been previously completed by the User and do not require additional signatures can be found here. Users can go back and view or print forms from the last 2 years on this page.
NOTE: If the form they are looking for is older than 2 years, they will need to check the "Include forms older than 2 years" checkbox to view older forms.
To view previously submitted forms click on My Forms History. You can then search to find a specific form by any field, form, participant, etc. related to the form. To view a form click on the PDF icon on the right.
In Forms History, you can sort any column by clicking on the column header name.
Other forms
Forms that are available to fill out and submit are listed under each department. For example click on the down arrow next to Saginaw Valley State University – Human Resources for a list of available forms. To submit a new form click on the Fill out form button next to the appropriate form.
Helpful Tips
- If you receive an email to sign/approve a form, the link will only work for you (or the group) that is required to sign and submit the form.
- To get to the main Portal screen click on My Forms – SVSU User Portal.
For additional help you can click on the ? in the upper right hand corner.