Can I create an approval flow with a sign document without including a name and email for the signer?

  • Wilson_Lee_info
    Asked on May 7, 2024 at 1:38 PM

    I am trying to create an approval flow with an existing sign document. I would like to use the sign document without having to include a name and email in the "Manage Signers" section. I am attempting to use this flow with several people so selecting one signer doesn't work in this instance.

  • Gaud JotForm Support
    Replied on May 7, 2024 at 2:27 PM

    Hi Lokey Recording Studios,

    Thanks for reaching out to Jotform Support. I’m really sorry that this is happening. I'll do my best to help you. I've checked out the approval flow on the cloned version of your Creative Service Request. Unfortunately, it is not possible to add the signing document without adding the signers to it. It will show you this error.

    Can I create an approval flow with a sign document without including a name and email for the signer? Image 1 Screenshot 30

    So, even if you try to remove the signature fields from the Sign Builder from your Sign Document, it will still show an error like below:

    Can I create an approval flow with a sign document without including a name and email for the signer? Image 2 Screenshot 41

    I can understand that your goal is different for using this sign document; however, in the approval flow, it won't work in this way and there is no workaround for this.

    Let us know if you need any other help.

 
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