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GoeneeGevraagd op 1 juli 2021 om 08:04
Good afternoon,I would like to send an authorization via Jotform, so I would like it if you can already fill in certain details yourself and have the outstanding issues completed by the customer, is that possible?Or it is possible that you already fill in all the data for the customer and that you only have the customer approve the general terms and conditions and digitally sign them.How should you design the form (with/without mandatory fields) and what does Approval flow look like?I look forward to hearing from you, thank you in advance.
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Marco Jotform SupportGeantwoord op 1 juli 2021 om 09:49
Hello there,
If you'd like to send prefilled forms for your clients to complete, accept and sign, you can take advantage of our fresh new Jotform Prefill functionality, that allows you speed up the form-filling process by pre-populating form fields, giving your customers a quicker way to fill out your forms on any device.
You can learn more at:
https://www.jotform.com/prefill-forms
You can set up your approval flow pretty easily, through Jotform Approvals functionality, as shown in the following video, where you can see how to set up a standard approval flow:
You can learn more about Jotform Approvals at:
https://www.jotform.com/products/approvals
Feel free to reach out to us for any further assistance,
Marco