Multiple people to sign the form through the edit link in the notification email.

  • CSTM
    Asked on June 13, 2024 at 12:47 AM

    Hi there,
    i know Jot form has a signable document form but i cant find the features i need.

    i need to have 3 people sign this document and be able for the recipient to upload an image.

    is there a way to do that ?

    this is the original one. i didnt originally create the form using the signable document

    https://form.jotform.com/CSTM/cstm-strata-group-pet-application

  • CSTM
    Replied on June 13, 2024 at 12:55 AM

    or is there a way to send it to different people once the first person has signed the form?

  • Jeric JotForm Support
    Replied on June 13, 2024 at 2:36 AM

    Hi Darren,

    Thanks for reaching out to Jotform Support. I understand the issue, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

    Thanks for patiently waiting, we appreciate it.

  • Jeric JotForm Support
    Replied on June 13, 2024 at 2:29 PM

    Hi Darren,

    It's possible to have the form signed by different people. We can simply create a notification email. This notification email has an Edit Link that they can click to edit the form and have them sign their respective signature fields. You can put their email addresses as the recipient of the notification email. This notification email will be sent once the user submits the form. Let me show you how to set up:

    1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
    2. Click on Emails on the left side of the screen.
    3. Click on the blue +Add Email button in the middle part of the screen.Multiple people to sign the form through the edit link in the notification email Screenshot 50
    4. On the email options, select Notification Email.Multiple people to sign the form through the edit link in the notification email Screenshot 61
    5. In the notification email template, click on the Recipient tab on the top part
    6. Under Recipient's Email, enter the email addresses of the users with whom you'd like to have their signature added to the form.
    7. Finally, click the green Save button below.Multiple people to sign the form through the edit link in the notification email Screenshot 72

    Please note that the ability to edit the form is only available when Jotform Sign is turned off. Make sure to keep it off in the Form Settings.

    Here's how the email will look like when they receive it.

    Multiple people to sign the form through the edit link in the notification email Screenshot 83

    Give it a try and let us know if you need any help.

  • CSTM
    Replied on June 14, 2024 at 12:27 AM

    Hi, thanks for getting back to me. I was able to figure it out. it was actually under approval flow. Multiple people to sign the form through the edit link in the notification email Screenshot 30Multiple people to sign the form through the edit link in the notification email Screenshot 41

 
Your Answer