Example Build for Team Presentiation

Good Morning,

I'm currently exploring the free version of Jotform to determine if it meets the needs of our company. I've submitted a form for a specific purpose and now need to send it to seven other individuals for completion and approval.

Here's how it will work: I'll fill out the initial two pages of information. Once I'm done, the form will be forwarded to another individual for their input. This process will continue sequentially until all required sections are completed, and the form will then be returned to me. Like a docusign so it can be tracked.

After this process, I'll need to generate reports based on specific criteria from the submitted forms. For instance, I'll need to know how many submissions pertain to particular territories and what the corresponding Term fees in each territory are by percentages.

Is there a way to have support help me build this so that I can present it to my team? We have approximately 400 Contracts that need to be inputted once we decide on the platform we will use. We also have another set of contracts that we'll need to create a form for and send to our customers to sign in specific places as well, such as a Customer Credit application.

Thank you for your assistance in clarifying these points.

Hi Kelli,

Thank you for reaching out to Jotform Support. The approval flow suits best your requirements. We can walk you through in creating the approval flow needed for your form, but for the form modifications, it has to be done by the form owner. We can provide you a step-by-step process for the approval on what element to use and what to do. Can you share with the actual steps of the approval flow? You may enumerate it.

We've made a small guide explaining the main aspects of Approval Builder that you might find helpful.

1. Create Your First Approval Flow

Let me walk you through the 3 ways to do it.

Using Form Builder page to create an Approval Flow:

• In Form Builder, click on the Downward Arrow icon next to Form Builder in the top left corner of the page, and click on Approvals.
• This will automatically create an approval flow for your form, and you can start adding the elements you want to your Approval.

Using Settings page to create an Approval Flow:

• In Form Builder, click on Settings in the orange navigation bar at the top of the page. 
• On the left side of the page, click on Approvals. Then, click on Create an Approval Flow. 

Using My Approvals page to create an Approval Flow:

• On your My Approvals page, click on Create Approval in the top left corner of the page. 
• Choose the type of approval you want to use and then click on it to go to Approval Builder. 

2. Connect Elements to an Approval

• In Approvals, click on the Add Element menu on the left side of the page. 
• Click on an element to add it to your approval flow. 
• To connect them easily as an outcome of a decision, hover your mouse over the Approval Decision Email and click on the + button and drag and drop it onto your element.

3. Adding Logic Elements to Your Approvals

You can easily use these elements to eliminate or approve the submissions you receive to fasten the process. 

• In Approval Builder, click on Add Element + menu on the left side of the screen. 
• Then, under the Logic Elements tab, drag and drop the element you want to use between the other elements. 

3. Customize Approve or Deny Email

• Hover your mouse over the email you want to customize, and then click on the Letter icon. 
• Under the Email tab, customize the email. Then, click on Save.

4. Send Reminder Emails to Approvers

You can easily enable Reminder Emails for approvers to remind them to take action. Here’s how to do it:

• In Approval Builder, click on one of your approver fields, and then click on the Gear icon to open Approve and Sign Properties.  
• Under the Advanced tab, toggle Send Reminder Emails option to the On position.

5. Requiring log in to approve submissions:

To make sure the person who takes action is from your organization, you can enable the Require Login to Approve option. Here’s how to do it:

• In Approval Builder, click on one of your approver fields, and then click on the Gear icon to open Approve and Sign Properties.  
• Under the General tab, scroll down and enable or disable the Require Login For Approver option. 

6. Easily Manage Approvals in Inbox

In Jotform Inbox, you can see the Approval Status of your submissions and easily Approve or Deny them. Here’s how to do it:

• In Approval Builder, click on the Downward Arrow icon at the top left corner of the page and select Inbox.
• In Inbox, choose a submission and then you can either Approve or Deny it.

You can also filter the submissions by their Approval Status. Let me show you how:

• Click on Filter at the top of the submissions and decide Approval Status, then select Equals, and then pick Approved for example.

As for the other question on Jotform Features, I have moved it to a different thread. You can check it out here.

Give it a try and let us know if you have any questions.