Are you offering this functionality?

  • Sophie Swanson
    Asked on June 26, 2020 at 5:05 AM

    Hello, I have a client looking for form to be created, he needs it to be filled in half by him, locked, then the rest of the form filled in by the client, signed, then locked and sent back for him to sign. I had previously made this in Adobe, however as some of the fields require an either or answer (EG if you answer no please skip the next section), we are unable to use the fill and sign function because this means every box needs ticked in order for Adobe to allow the file to be returned. Would I be able to do this with JotForm?

  • Vick Support Team Lead
    Replied on June 26, 2020 at 6:25 AM

    Hi Sophie,

    Happy to help you today.

    Yes with JotForm you can create an approval workflow to achieve this. We do have a detailed user guide available on the following link:

    https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

    I would suggest that you clone the demo form in this guide to create your own workflow. Here is how you can clone a form from the URL.

    https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL

    Let us know if you have any questions and we will be happy to assist you.

    Thanks.