Assinatura do Fluxo de Aprovação

Boa tarde!

como faço para colocar no relatório em PDF a assinatura que é feita no fluxo de aprovação ?

Hi VieiraJose,

Thanks for reaching out to Jotform Support. Unfortunately, our Portuguese 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 Portuguese, 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, coming back to your question, we can put the signature that is made in the approval flow in the PDF report. Here's how to do it:

First, we need to set up your Approval Form. Here's how to do it:

1. In Form Builder, click on the Settings tab in the orange navigation bar at the top of the page.
2. Click on the Approval Forms tab on the left side of the page.
3. Hover your mouse cursor to the Approval Flow window and click the gear icon and the play icon to enable your current Approval Form
4. Click the Pencil Icon on the right side of the Approval Flow window to open the Approval Flow page.
5. Drag the Approve & Sign Basic Element to your Approval Flow.
6. Drag the Email Basic Element to your Approve and Deny option in your Approval Flow so it can send an email notification once it is Approved or Denied.

Next, we need to set up the PDF report to include the signature of the approver. Here's how to do it:

1. Click on the Form Builder option at the top left of the page and select the PDF Editor option to open the PDF Editor page.
2. Drag the Approval Status Basic Element to your PDF template to add the Approval Status.
3. Drag the Approval Activity History Basic Element to your PDF template to include the Approval Activity History and signature of the approver.

Next, we need to go back to the Approval Flow and include the updated PDF template in the email notification. Here's how to do it:

1. In Approval Flow, click on the Settings tab in the orange navigation bar at the top of the page.
2. Click on the Mail icon of the approved status to open Email Settings.
3. In the Email Properties window, go to the Advanced tab.
4. Enable the Send Submission PDF option, select the template that we updated earlier, and click on the Save button.
5. Repeat the steps 2 to step 4 on the disapproved status.

Here's the sample output of the email notification with the PDF attachment:

We also have a guide about How to Create an Approval Flow With Jotform Approvals and How to Customize Your PDF Submission Report that you can check out.

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

Hello,

please check my forms "INSPEÇÃO CINTURÃO"

Hi VieiraJose,

Thanks for getting back to us. We can put the signature that is made in the approval flow in the PDF report in your INSPEÇÃO CINTURÃO Form. Here's how to do it:

First, we need to update the PDF report to include the signature of the approver. Here's how to do it:

1. Click on the Form Builder option at the top left of the page and select the PDF Editor option to open the PDF Editor page.
2. Drag the Approval Activity History Basic Element to your PDF template to include the Approval Activity History and signature of the approver.

Next, we need to go back to the Approval Flow and include the updated PDF template in the email notification. Here's how to do it:

1. In Approval Flow, click on the Settings tab in the orange navigation bar at the top of the page.
2. Click on the Mail icon of the approved status to open Email Settings.
3. In the Email Properties window, go to the Advanced tab.
4. Enable the Send Submission PDF option, select the template that we updated earlier, and click on the Save button.
5. Repeat the steps 2 to step 4 on the disapproved status.

Reach out again if you need any other help.