How to create artwork approval form with emails?

  • pedsthreads
    Asked on September 10, 2017 at 11:23 PM

    Hi

    I want to be able to email my customer a form for approval, which would include their custom product image.   So this will change with every  customer.  How can i do that?

  • candy
    Replied on September 11, 2017 at 2:35 AM

    Firstly, Welcome to JotForm and thank you for contacting JotForm Support

    It is possible to create an approval workflow progress forms in JotForm. Please check the following guide to learn about how to create approval workflow type of forms: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow 

    Moreover, I have cloned your form named "Artwork Approval Form" in order to test it on my side. In order to set email templates for each customer with their own private information, you need to set autoresponder emails to the form. I have added a file upload field to the form. So, if they upload an image to the form, it will be appearing in the autoresponder email as a link as the following:

    How to create artwork approval form with emails? Image 1 Screenshot 20

    When your users click on the link, they will be able to see the image that they have uploaded. For detailed information regarding autoresponder emails, please check the following guide: https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email 

    I hope this information will help you.

    If you need any further assistance, please do not hesitate to contact us.

  • Heather Kelly
    Replied on September 11, 2017 at 8:33 PM

    Um - I love this form!  How can I use it in the United States??

  • John_Benson
    Replied on September 11, 2017 at 9:10 PM

    You can share your form with anyone in the world as long as they have an internet connection and a device to open the form.

    There are lots of option on how to share your form in the Publish section of the Form Builder. Here's a screen animation guide:

    How to create artwork approval form with emails? Image 1 Screenshot 20

    I hope this helps. Contact us again if you need assistance. 

  • John_Benson
    Replied on September 11, 2017 at 9:35 PM

    Sorry for the confusion.

    How to create artwork approval form with emails? Image 1 Screenshot 40

    I believe you're referring to the New Form Layout?

    How to create artwork approval form with emails? Image 2 Screenshot 51

    I checked your account and I can see that you're eligible to use the New Form Layout. You can enable it in the Form Settings page, please follow the screen animation guide:

    How to create artwork approval form with emails? Image 3 Screenshot 62

    To give way to the OP and to avoid confusion, please create a new thread if have a question or need assistance. 

    Thank you for your understanding.

  • John_Benson
    Replied on September 11, 2017 at 11:20 PM

    Your reply to this thread did not reach the Support Forum. For us to view your reply properly, please open the thread in a browser and post your reply again.

    Update: I can see that you have created a new thread: https://www.jotform.com/answers/1244942.

    We will be addressing it shortly. Thank you.