Can I use your forms for online approvals?

  • Profile Image
    Susan 
    Asked on April 11, 2017 at 05:11 PM

    I would like to eliminate using paper 100%. I would like to create a form for Business Expense Reimbursement requests. Here is how I would like the process to playout:

     

    *Employee fills out Reimbursement request form online>Form is automatically sent to Manager to mark/sign as "Approved">Form is sent to Accounting

     

    Is this possible using Jotform?

  • Profile Image
    Mike
    Answered on April 11, 2017 at 09:20 PM

    It should be possible. For example, you can add two Email Notifications to your form.

    Email to the Manager should have a submission edit link inside, so that the Manager will be able to approve/deny the request.

    And email condition to send the email to Accounting when the request is approved.

    If you need any further assistance, please let us know.