How can another user continue signing a form submission?

  • Daurence
    Asked on June 13, 2024 at 7:17 PM

    Hi

    I want to adding signatures order MyForms template. I want the manager to sign and then employee. Can I do a signing order and audit trail as Jotform Sign.


    How do I do that?


    Daurence

  • Reymae JotForm Support
    Replied on June 13, 2024 at 7:55 PM

    Hi Daurence,

    Thanks for reaching out to Jotform Support. You can set up the Save and Continue Later option for your form. It's very easy to do. Let me show you how:

    1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
    2. Click on Form Settings in the menu on the left side of the page.
    3. Then, click on the Show More Options button and enable the Save and Continue Later.

    How can another user continue signing a form submission? Image 1 Screenshot 20

    Doing this, your form user can fill in the form and click on the Save button. They need to fill in the form without a Jotform account logged in so they can select to Skip Create an Account.

    Enterprise account: How to enable the save and continue  Image 2 Screenshot 51 Screenshot 31

    We can forward the form in two ways, either to collect the form link by clicking “Get Draft Link” or by putting the email address of the next person so they can get the email with the edit link and insert their signature.

    Enterprise account: How to enable the save and continue  Image 3 Screenshot 62 Screenshot 42

    We also have a guide here that you can check out to learn more about How to Enable Save and Continue Later on Forms.

    Give it a try and let us know how it goes.

 
Your Answer