Approval Flow: Is it possible to ask for more documents from the client after we approve or deny the submission?

  • KETSARIN SINGKAEW
    Asked on May 17, 2024 at 12:56 PM

    Is there possible with approval form to ask more attach files from the client after we approved or denial the submission?

  • Neil JotForm Support
    Replied on May 17, 2024 at 1:13 PM

    Hi Ketsarin,

    Thanks for reaching out to Jotform Support. Yes, it's possible to ask for more attached files from your client after you approve or deny their submission. You will have to edit the email they received and add an edit link tag so they can access their submission and upload more documents. Here's how to do it:

    1. In the Jotform Approval Flow page, hover your mouse over the email element and click on Settings.

    Approval Flow: Is it possible to ask for more documents from the client after we approve or deny the submission? Image 1 Screenshot 302. Then on the email properties, edit your email content.
    3. Click on Form Fields and select Edit Link.

    Approval Flow: Is it possible to ask for more documents from the client after we approve or deny the submission? Image 2 Screenshot 41 After that, you can do the same steps on the deny outcome if needed.

    Give it a try and let us know if you need more help.