Approval page with a new attached Excel doc for every approval

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    Andre
    Asked on August 18, 2017 at 10:02 AM

    Hi

     

    I will have several different users that will go in by a link I give them (to this form) to approve a document. The document will be approved by only one person every time (no need for flow from person to person - several approvers).

     

    How can I attach a new document every time I send out the mail with the link to this form? I don't want to go in an change the form for every approval.

     

    I'm open for alternatives to solve this issue of mine.

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    aubreybourke
    Answered on August 18, 2017 at 10:53 AM

    I made a demo for you.

     

    1. First please clone this form:

    https://form.jotformpro.com/72293830304957

    How to Clone an Existing Form from a URL

     

    2. Then use this tool to prepopulate the Create URL field. You will need to show all fields. Then you need to enter a Document URL there. As an example you can use this URL:

    https://www.dropbox.com/s/1fwfg0et3vdedh3/Getting%20Started.pdf?dl=0

     

    3. Finally hit generate URL and email that to your approver. The approver will receive a form with a link to the document. Like this:

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    skiboy
    Answered on August 21, 2017 at 03:43 AM
    Hi
    ..and thank’s for fast reply.
    Step 1 is done.
    Step 2 – I’m having problem to log on to the tool. It tries to log on, and without any errors. But it just bounces back to the log on site. See attached video.

    [Innebygd bilde 7]
    Odd Andre Harrang
    Test manager
    Cell: + 47 4004 8182
    Meet møte link
    www.akerbp.com
    ...
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    ashwin_d
    Answered on August 21, 2017 at 04:55 AM

    Hello,

    I am glad to know that your issue is resolved. 

    I have moved your second question to a new thread so that we can address it separately. You will be answered in the following thread:  https://www.jotform.com/answers/1228307

    Thank you!