How to allow to person fill out the form

  • delatite
    Asked on June 19, 2024 at 6:46 AM

    I would like to set up a referral form where the form needs to be signed off by both the refer and referee.

    Steps

    1. The Referral person fills out the form and signs it.
    2. The referred person receives the form to approve the referral.
    3. We can now contact the referred person

    Thanks

    Rob




  • Danilo JotForm Support
    Replied on June 19, 2024 at 7:20 AM

    Hi Rob,

    Thanks for reaching out to Jotform Support. Yes, you can have multiple users fill out the form. Simply add the Edit Link on the Notification or Autoresponder Email sent to the Referrer and referred person.

    1. Open your form in Form Builder, and in the orange navigation bar at the top of the page, click on Settings.
    2. In the Settings menu, click on Emails and hover your mouse over the Autoresponder Email.
    3. Click on the Pencil icon, and in the window that opens, click on the Form Fields dropdown menu and select Edit Link.
    4. After adding the link, click on Save, and you're done.

    How to allow to person fill out the form  Image 1 Screenshot 30

    After submitting the form, the submitters will get an email like the one below:

    How to allow to person fill out the form  Image 2 Screenshot 41

    Give it a try and let us know if you have any other questions.

 
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