Greenlight Help Center

Form Document Creation

Use the form document path when Greenlight should collect structured data and generate the approval document.

Form Document Creation screenshot

How to use this page

  1. 1 Choose a Form Document template such as Travel Proposal.
  2. 2 Fill request details and budget fields.
  3. 3 Complete generated form fields from the template builder.
  4. 4 Assign signatories for each required level.
  5. 5 Preview the generated template and submit from the review step.

Use this for

  • Travel proposals, repair requests, project memos, budget tables, and structured recurring approvals.
  • Approvals where consistent fields matter more than a requester-uploaded finished PDF.

Page states and tabs

Choose Form document template screenshot
Choose Form document template
Complete generated form fields screenshot
Complete generated form fields
Preview generated template screenshot
Preview generated template
Submit form approval screenshot
Submit form approval