iforms is a workflow service that allows a user to submit requests for approval to a workflow process. This workflow provides offices across campus the ability to approve a request and “send” the request on to the next office. This process can continue until the final approval has been completed.
An office or offices can setup a work flow within iforms with the assistance of the IT Support Center. When the process is setup, the workflow will begin with either a submission from a web page or by completing a pre-formatted PDF form that has been downloaded from an IUP web page. Please keep in mind that not all PDFs forms have been set up for use in iforms. The IT Support Center can work with offices to set up this workflow process.
Web Page Submission
Web submissions for iforms will take place from an office’s web page or through MyIUP via an iforms link.
The iforms link for a web page submission will require you to log in to iforms with your network credentials. You will complete the form on the page, and then submit the request for the iforms workflow process to begin.
Getting the PDF Form
Or, an office may be using a PDF form that has been configured for iforms. In this case, the PDF form will be available via the office’s website. When you find the page with the appropriate PDF form, you download and save the PDF file to your desktop
or secure location (such as your H drive). You will then need to open the downloaded PDF form, using the Adobe Reader application, to complete the form.
Be sure you are using Adobe Reader to fill out the forms. If you do not have it, download Adobe Reader. You cannot open the form and fill out the form in a web browser—it will not save your changes. If you are using a Mac, do not use Apple Preview to complete the PDF.
When you are finished filling out the form in Adobe Reader, save the PDF. You are ready to upload this PDF form.
Uploading the PDF
Log in to the iforms page, then click on the Upload Your Documents link. Browse to your secure location to find your saved form, then upload your document. This will submit the
request for the iforms workflow process to begin.
Follow the Progress
After you have submitted your request by either method, you will be able to follow the progress of your request via the View Your Dashboard link on iforms. For this option, log
in to iforms and click on View Your Dashboard. When the request has reached the final approval step and has been approved, you will receive an e-mail stating the process has been completed.
Questions about the iForms Process
Contact the IT Support Center by logging a ticket in ihelp.