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Document approval workflows with Jotform 

Jotform
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6 сен 2024

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Комментарии : 17   
@SaaSMaster
@SaaSMaster 3 года назад
Thanks for the mention 💪🏼
@frillyflower123
@frillyflower123 3 года назад
I would love to see a setting that allows signatures in the approval process.
@Jotform
@Jotform 3 года назад
That's possible. There's an Approve & Sign element that you can add into your flow. In its properties you can choose which outcome you require the signature. Here's a demo: link.jotform.com/ckbHqhGgPp. Please contact us through our support contact form here www.jotform.com/contact/ if you have more questions. Have a good one!
@2k6sandeep
@2k6sandeep 3 года назад
Wow great! Is it available for enterprise account?
@Jotform
@Jotform 3 года назад
Yes, it is.
@BeerLabelBuilder
@BeerLabelBuilder 3 года назад
Jorge this is exactly what I have been after for years, well done guys. One question, can it work with multiple documents uploaded.
@Jotform
@Jotform 3 года назад
Yes, that's possible. The default file upload field supports multiple file uploads so users can upload as many documents as they want. If you have more questions, please contact us in our support system through our support contact form here www.jotform.com/contact/ so we can help. Thanks
@JB-pu8rj
@JB-pu8rj 3 года назад
how do you set this up where I complete the form, and then another person (different people each time) sign it? like documentation log?
@Jotform
@Jotform 3 года назад
Hi, You can configure how your flow proceeds after you complete the form. If you're looking for a multistep approval, here's a guide: www.jotform.com/help/1468-what-is-jotform-approvals#multistep-approvals. It is also possible to create parallel approvals www.jotform.com/help/1468-what-is-jotform-approvals#parallel-approvals. You can also prefill your form fields before sending the form URL to the respondents. Here's how to prefill your forms manually www.jotform.com/help/1806-how-to-prefill-form-fields-with-data-you-provide-with-manual-prefill. There are also many other ways to prefill your form, you can prefill from your existing table data and etc. Please contact us in our support system through our support contact form here www.jotform.com/contact/ if you have more questions so we can help.
@OMMHERI
@OMMHERI 2 года назад
How can when “approve” and type “commend” send to costumer? What costumer can see the commend in they email? Please answer 🙏🏻
@Jotform
@Jotform 2 года назад
All email notifications in the Approval Flow can be customized. You can include/exclude field questions as well as add the Approval comment so whatever entered in the approval comment will be shown in the sent email. Here's a visual guide: link.jotform.com/bpjW2PyspZ. If you have any other questions, please contact us in our Support System via our Support Contact Form here www.jotform.com/contact/ so we can help. Thanks!
@num1fandmb
@num1fandmb 3 года назад
Can you include an element that would need multiple people to select "approve" before it goes to the next round? I don't want to have to set up a specific order of approvals if certain people are slower to respond.
@Jotform
@Jotform 3 года назад
Hi David, To clarify, you want multiple approvers in a particular approval element and any of them could approve? If yes, it is not currently possible to enter multiple approver email address in an approval so it is not yet possible but I have escalated this as a feature request by creating a feature request ticket here www.jotform.com/answers/3118515 in our support system. Feel free to reply to it to confirm your request based on the given information. For now, here are options that might help. 1) Enable Escalation option in the Approver's settings where someone else get notified after a specific time. Example: link.jotform.com/pedBbwWPQS. 2) Create a group email that forwards to multiple approver's emails then set this group email as the Approver Email Address. If you have further questions, contact us at www.jotform.com/contact/ so we can help.
@Jotform
@Jotform 3 года назад
Update: It is possible to create parallel approvals so any or all of the approvers decide on the request. Here's an example: www.jotform.com/help/1468-what-is-jotform-approvals#parallel-approvals
@johndavid8303
@johndavid8303 3 года назад
Hello, I have a list of items (more than 10), each item has its own price. I when an item is selected from a dropdown it automatically fills in the price for the item. (One to One validation) How can I do that?
@Jotform
@Jotform 3 года назад
That's possible, John. Just add a Dropdown field to your form, define your list items/options, then assign calculation value to each option. Guide: www.jotform.com/help/301-How-to-Assign-Calculation-Value. After that, use the Form Calculation Widget to capture the calculation value of the selected option from the dropdown field. Here's a demo: form.jotform.com/212527285654056. Feel free to clone this form so you can inspect its configuration on the form builder. Guide: www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL. Please contact us at www.jotform.com/contact/ if you need further assistance.
@johndavid8303
@johndavid8303 3 года назад
​@@Jotform You are just a life Saviour! It worked!
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