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CSBRAGAAsked on January 31, 2018 at 12:01 PM
I would like to set up an email condition based upon fields filled in on my form.
for example: if it has facilities, send to XXX email first then xxx second and then I want a copy after it's signed by both people.
Also, to have signatures on my form, what's the best way for people to receive a notification that the form is ready for them to review and sign. Should I insert signature from the Widgets or just track through DocuSign?
thanks, Caroline
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MarvihReplied on January 31, 2018 at 2:11 PM
I would like to set up an email condition based upon fields filled in on my form.
for example: if it has facilities, send to XXX email first then xxx second and then I want a copy after it's signed by both people.
This is possible, kindly read this thread here on how it is done. https://www.jotform.com/help/314-How-to-Properly-Add-Change-and-Test-a-New-Email-Recipient-Address
Here is a thread about creating an aprooval workflow https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow.
Also, to have signatures on my form, what's the best way for people to receive a notification that the form is ready for them to review and sign. Should I insert signature from the Widgets or just track through DocuSign?
You can follow the approval workflow process above which involves Autoresponder email notification and signature widgets.