How to send emails to clients with a form, in an approval workflow.

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    Jonathan
    Asked on March 11, 2018 at 04:41 PM

    id like to have forms filled out internally that send an email to our clients.

    for example, project manager fills out a form for proof approval. Attaches proof pdf. Selects a client from a drop down list or manually inputs. Fills out a box for extra notes. Clicks button to send to client from our sales email address. 

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    BDAVID
    Answered on March 11, 2018 at 07:52 PM

    It is possible to setup an approval form workflow, please check this guide: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow