How do I create approval workflow based on PDF form I have?

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    waukeshaanimalhospital
    Asked on December 04, 2020 at 11:19 AM

    I am trying to create 3 interactive medical assessment forms for our veterinary practice. I would like to base the forms off of 3 existing forms, and be able to edit those. I would like these forms to be interactive, we would email to the client, the client would be able to electronically fill out the forms and send them back to us. We most likely will be joining with into the unlimited program. I would like to see what the forms look like and be able to interact with them before we join.

    Can someone help me with this? I have tried to navigate the site myself and find it difficult.

    I uploaded 1 of my forms into "My forms" in our account. and also attached a picture of it to this form. I can upload all 3 of them directly from my computer if that helps.

    Screenshot
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    Jessica
    Answered on December 04, 2020 at 12:48 PM

    Hi jmtarbuck, thank you for reaching us.

    To create a form from an existing PDF form, you may import your PDF files into our Smart PDF Forms. Our system will automatically create a form for you. However, you may need to format some fields so it will show the same way as the form is.

    For demo, I have formatted and create a form from one of PDF files you have. Please kindly refer to this link: https://www.jotform.com/203385017005041. If it is acceptable for you, you may clone the form.


    Related guide:
    How to Clone an Existing Form from a URL

    How Can I Import My Own PDF With Smart PDF Forms

    How to use and get the best out of Jotform Smart PDF Forms?

    How to Update the PDF Through Smart PDF Forms?

    How to Link Your Online Form Fields with PDF Through Smart PDF Forms


    I would like these forms to be interactive, we would email to the client, the client would be able to electronically fill out the forms and send them back to us.

    It's possible through the combination of Autoresponder and Edit Later. However, please noted you will need to collect their email.

    First, you may set up an Autoresponder. You may customize according to your preferences and add {edit_link}.

    1607098834_5fca61d2c9732_

    {edit_link} will automatically generate a link to edit submissions.

    Afterward, please allow Edit Later feature from Advance > Send on Edit.

    1607098874_5fca61fa68ce1_

    When you submit your form, your client will receive it. They will receive an email according to the Email Content. When they click the link, they will be able to signed and submit. After they submit, you will be notified when they have added their signature.


    However, I noticed there is no field indicated where to sign. Perhaps you could let us know so we can set up a demo for you. You may upload and share with us the 3 forms here.

    You may also give it a try and let us know when you encounter confusion.


    Related guide:
    Setting up an Autoresponder Email

    Explanation of Email Notification and Autoresponder Setting

    How to Let Users Update Their Form Submissions at a Later Date 

    A General Approach on Building an Approval Process Workflow