Can I use your forms for online approvals?

  • Susan
    Asked on April 11, 2017 at 5:11 PM

    I would like to eliminate using paper 100%. I would like to create  Business Expense Reimbursement form 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?

  • Mike
    Replied on April 11, 2017 at 9:20 PM

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

    Can I use your forms for online approvals? Image 1 Screenshot 40

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

    Can I use your forms for online approvals? Image 2 Screenshot 51

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

    Can I use your forms for online approvals? Image 3 Screenshot 62

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