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jmkinversionesFecha de consulta 2 de abril de 2024, 18:42
buen dia cree un formulario con un flujo de aprobacion, la idea es que cuando se llee el formulario y se le de enviar le llegue a un correo a otra persona esa persona firma y aprueba pero debe aparecer dicha firma en el pdf con el formulario terminado lo cual no se hacer.
agradezco su ayuda
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Mike_G Jotform SupportFecha de respuesta 2 de abril de 2024, 22:29
Hi jmkinversiones,
Thanks for reaching out to Jotform Support. Unfortunately, our Spanish Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.
Now, let me help you with your question. Suppose you already created your form. The next step would be to set up an approval flow and allow approvers to sign the submission and then have their signatures appear on the PDF submission. Let me show you how to set that up:
- Open your form in Form Builder, and click on Settings in the orange navigation bar at the top of the page.
- On the left side of the page, click on Approvals. Then, click on Create an Approval Flow. This will open the Approvals page on a new tab of your browser where you will see a basic approval flow created for your form.
- In the basic approval flow, hover your mouse over the Approval element, click on the Trash icon, then click on Confirm in the pop-up window that will appear.
- From the Approval Elements on the left side of the page, drag and drop an Approve & Sign element to replace the Approval element we just deleted in the approval flow. The Approve & Sign email will be sent to the form owner's account email address by default.
- Hover your mouse over the Approve & Sign element you added to the approval flow, and click on the Gear icon to open the Approve & Sign Properties.
- Under the General tab, change or add an email address in the Signers box.
- Hover your mouse over the Email element after an Approve action, click on the Trash icon, then click on Confirm in the pop-up window that will appear.
- Click on the Add Form Element menu on the left side of the page and drag and drop a PDF element to replace the Email element we just deleted in the approval flow. The PDF element will be sent to the email address entered in the form email field by default.
- Hover your mouse over the PDF element you added to the approval flow, and click on the Gear icon to open the PDF Properties.
- Change or add an email address in the Recipient Email Address box in the PDF Properties pop-up window.
- Click to open the Send Submissions as PDFs dropdown menu and put a check on the left of the New Document 1.
- Click on Save to finish the setup.
And that's it. Now, when your form is submitted, approvers will receive an email to approve and sign it like in the screenshots below:
Then, the recipient you set in the PDF element in the approval flow will receive an email with the attached PDF submission with the approver's signature.
Note: You can customize the New Document 1 by clicking on the New Window icon on the right New Document 1 in the PDF Properties window. This will open the New Document 1 on the PDF Editor Page in another browser tab.
Give it a try and reach out again if you have any other questions.