How to provide a summary so that respondents can track the progress of their signatures

  • dabanades
    Fecha de consulta 4 de abril de 2024, 9:24
    Tambein me gustaria saber si hay alguna forma de poder hacer de alguna manera tener un resumen de las firmas qhe hay en curso o firmadas, las personas que firman, para que puedan tener un control. Muchas gracias
  • Mary Eden Jotform Support
    Fecha de respuesta 4 de abril de 2024, 9:40

    Hello Dabanades,

    Thanks for reaching out to Jotform Support. I understand you want your respondents to receive a summary of the signature so they may track their progress. In this case, you must enable Jotform Sign Automation for your signature element. Let me show you how it's done:

    • Click the Sign icon on the right side of the Signature element.
    • Then, toggle the Jotform Sign Automation to On.

    How to provide a summary so that respondents can track the progress of their signatures Image 1 Screenshot 30

    • Also, toggle the Send Audit Trail so it will send a PDF summary of the completed document as seen below:

    How to provide a summary so that respondents can track the progress of their signatures Image 2 Screenshot 41

    Give it a try and reach out again if you have any other questions.