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LydiaLeapBusinessStructuresAsked on January 7, 2020 at 4:38 PM
This may be rather basic but I am stumped. I am trying to create a form for sales staff to upload "proofs", enter job number and email to client for approval. The proofs are in PDF format, the job#'s will be different for each proof / client. The sales people are not the type to open a jot form and do a bunch of designing - I need a process that is as simple as possible.
Thank you for ANY help!
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MikeReplied on January 7, 2020 at 7:57 PM
You may add the fields you need.
Example:
Then, edit the email autoresponder that is emailed to the client:
You can include the {edit_link} to the email body, so that the client will be able to update the submission:
Related guide:
A General Approach on Building an Approval Process Workflow
If you need any further assistance, please let us know.