About Dynamic Forms

Dynamic Forms is a cloud-based digital form creation tool that allows departments across campus to create electronic forms with electronic signatures and automated workflows.

UR Better is partnering with offices across campus to begin shifting paper-based forms and manual processes to Dynamic Forms to take advantage of this system and its functionality.

Below are some frequently asked questions regarding the system and the completion of forms.

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  • How do I access Dynamic Forms?

    In most cases, you will access Dynamic Forms by following a direct link to a form. If you are initiating a form, you will generally follow a link posted on a department’s website or distributed through an email that will take you directly to the form to complete. If you are signing a form, you will receive an automated email from Dynamic Forms that will include a link to access the instance of the form requesting your signature.

    Alternatively, users can log in to their account to view their dashboard and access previously submitted forms, saved drafts, and pending forms awaiting their approval. To do so, go to https://dynamicforms.richmond.edu, and use your URID and password to log in.

  • How do I access or delete a previously saved draft of a form?

    From your user dashboard (accessible at https://dynamicforms.richmond.edu), you may click on Pending/Draft Forms to view any saved drafts as well as any previously submitted forms that are still awaiting signature.

    In general, once a user signs and submits a form, they cannot recall or delete it. However, if the form has moved to an approval step for signature, the submitter may contact the approver (if known), and ask them to return the form for revision. (Note: This may not be an option on all forms.) The submitter will receive an email when the form has been returned for revision and can follow the link in the email to revise and resubmit or delete the form.

    If the form is not going to an approver or the approver cannot return the form, the submitter will need to reach out to the contact listed at the top of the form to see if they can manually delete it.

  • How do I view my previously submitted forms?

    You can do this through your user dashboard (accessible at https://dynamicforms.richmond.edu). You will find any previously submitted forms still awaiting signature under Pending/Draft Forms. Previously completed forms that do not require any additional signatures can be found under Forms History.

  • How do I check the status of a form?

    To check the status of a previously submitted form, you can access your user dashboard (at https://dynamicforms.richmond.edu) and go to Pending/Draft Forms. If the form is listed here, it is still awaiting signature(s), and you may view a PDF or HTML version of the form (under Action) to see who has signed. If the form is not listed under Pending/Draft Forms, check under Form History. Forms appearing here are complete and have received all required signatures. (Note: In instances where a form has fields marked as "confidential," you will not be able to view the form after it has been submitted.)

  • How do I access forms I need to sign as an approver?

    If you are a designated approver on a form, you will receive an automated system email letting you know there’s a form awaiting your signature, and it will include a link directly to the instance of the form needing your signature.

    If you have received several forms for approval and would prefer to view a list of all forms awaiting your signature, you can do so by logging in to your user dashboard (at https://dynamicforms.richmond.edu). Click on Pending/Draft Forms and you will see any forms currently awaiting your signature. Each line will include the form name, who started the form, and the date and time when the form was assigned to you for signature. To sign the form, click Action and Complete Form. The form will display and you may now sign.

  • How do I make corrections or adjustments to a previously submitted form?

    Once a user signs and submits a form, they cannot recall it for corrections or adjustments. However, users may have a couple of options. If the form has moved to an approval step for signature, the submitter may contact the approver (if known), and ask them to return the form for revision. (Note: This may not be an option on all forms.) The submitter will receive an email when the form has been returned for revision and can follow the link in the email to revise and resubmit.

    If the form is not going to an approver or the approver cannot return the form, the submitter will need to reach out to the contact listed at the top of the form to see if they can manually delete it.

  • My office has a form we’d like to move to Dynamic Forms. How do I submit a request?

    Currently, UR Better is creating all forms in partnership with requesting offices. For offices interested in requesting the creation of a form, please complete and submit a Dynamic Forms Creation Request. It will ask for some basic information about your form, and once submitted, UR Better will review and be in touch with the next steps.