Is there a way to have one person fill out the form and have it sent to a second person for a signature, then sent to third person?

  • Profile Image
    suwlu91
    Asked on August 22, 2017 at 12:38 PM

    Hello,

     

    I am trying to create a reimbursement form for our parent group.  The president would like to have the parents fill out the form and attach receipts (have that form made already) then send it to her.  She would then review the request and electronically sign it and it gets sent to the treasurer?

  • Profile Image
    ashwin_d
    Answered on August 22, 2017 at 01:22 PM

    Hello suwlu91,

    You seems to have a requirement to create approval workflow based form.

    Yes it is possible to achieve your requirement by taking advantage of our "Edit link" & "Conditions" feature. You may like to take a look at the following guide which should help you:  https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow 

    Hope this helps.

    Do try it out and get back to us if you have any questions.

    Thank you!