How to create a contract workflow?

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    ajw2177
    Asked on July 04, 2018 at 05:16 PM

    Hi I need to be able to send a contract, have the client sign it and send it back to me to be signed then back to them for printing.

     

    Could you please assist?  

     

    I need to add a print button to my form as well. 

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    Jed_C
    Answered on July 04, 2018 at 05:33 PM

    Here's what you need to do to create a contract form.

    1. Create an email notification so that when user signs up you will receive the submitted form.

    2. Add an edit link to your form so you can edit the submission

    1530739722edit_link.gif

    3. Create an auto response email and enable the "Send on Edit". This will allow the form submitter to receive an email after you signed / edited the form.

    1530739825send_on_edit.png

    As for the print button, you can locate that in your submit button properties under "Advanced" tab.

    1530740005print_button.png

    Let us know if you have any questions or if you need further assistance. 

  • Profile Image
    ajw2177
    Answered on July 04, 2018 at 06:37 PM

    Ok i have the edit part(thank you was already there)

    I set i up as above to send the edited copy to myself but I need it to send a copy to the client after edit as well?  Not just myself.  


    There is no print option in advanced on my submit section on my form.  Does this mean it is not an option?

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    Jed_C
    Answered on July 04, 2018 at 06:57 PM

    The client's email in the form will get an email once you edited and resubmitted the form. I just tested out the "Send on Edit" and it works with my other email (act as a client email).

    As for the print button, it is not currently possible in card form layout. A workaround is to make use of the browser print function built.

    Let us know if you have any questions or if you need further assistance. 

  • Profile Image
    ajw2177
    Answered on July 04, 2018 at 07:25 PM

    Do you have to update the recipients email for each new form sent out? I have mine in that section.   

     

    Edit: I think i may have figured it out.