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RyanWhiteRwhiteAsked on May 2, 2024 at 1:52 PM
Hello,
Is there a way for a signer to reassign a form for approval to a new email without logging in?
https://www.jotform.com/241134220856146
Id like a signer to be able to approve, deny, or enter a new email to sign itd like
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Jerlan JotForm SupportReplied on May 2, 2024 at 2:24 PM
Hi Ryan,
Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.
Let us know if you have any other questions.
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Jerlan JotForm SupportReplied on May 2, 2024 at 3:13 PM
Hi Ryan,
Thanks for your patience, we appreciate it. If the assignee will reassign the task to another person, it requires logging in to the Jotform account first because the reassign button is available on the Inbox page. Let me show you:
- On the Approval Email, the approver can click approve or deny to access the reassign button and be redirected to the Inbox page after login.
- In the inbox, under Action Required, you will now have an option to Reassign.
- Once you reassign a task, The new assignee will receive an email notifying that the approval task has been reassigned.
For the assignee to view the task it requires login since the approve or deny button is in the Inbox page. You can ask all the people involved in your team to create a Jotform account in that way if there will be tasks that they need to complete they can log in and complete the task.
Let us know if you need any more help.
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RyanWhiteRwhiteReplied on May 6, 2024 at 7:35 PM
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Angeli JotForm SupportReplied on May 6, 2024 at 9:52 PM
Hi Ryan,
Thanks for getting back to us. I moved your other question to a new thread and helped you with that here.
Reach out again if you have any other questions.