How do I get multiple or different recipients to sign a form

  • Profile Image
    woolebull
    Asked on July 26, 2019 at 02:54 PM

    Is this flow possible? How can we collect multiple signatures from unique individuals and then have the form submitted to a central address. 


    Here's what we need:

    1) Person A accesses form on website or other central location

    2) Person A completes form and sends to Persons B via email  (is this possible and how?)

    3) Person B must view completed form and add signature indicating approval

    4) Person B then sends form to Person C

    5) Person C must also view completed form and add signature indicating approval

    6) Completed and signed form must be submitted to Person D (jotform account holder)


    Persons A, B, and C are always different individuals, so we can't set up a standard flow that works for every form. How can person A get the form to B & C? It can be simultaneously or one after the other--it doesn't matter. 


    Thank you!


  • Profile Image
    Nik_C
    Answered on July 26, 2019 at 04:04 PM

    Yes, that is a classic workflow, here is how you can do that: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

    If you have any further questions, please let us know.

    Thank you!