Multi-signers on PDF document

  • Profile Image
    JD 
    Asked on February 09, 2021 at 10:10 PM

    Hello,


    I'd like to set up documents that my employees can access via links I put online (i.e-they go to our employee back office, click on a link that says 'update my DD information' and it takes them to the Jotform I've set up).

    However, on some documents, I'll need to sign them or input information that I won't want the employee's to enter on the form.

    Is there a way to make the document/jotform setup so the employees can fill out the info they need to and then once they click 'submit' it is forwarded to me for me to complete then when I click 'submit' it automatically sends us all a copy of the final document?


    Thanks for your help!

  • Profile Image
    Gaetan_B
    Answered on February 10, 2021 at 12:35 AM

    Hello,

    Thank you for reaching out.


    This is pretty similar to an approval workflow.


    Could you please check the following guide and let us know if that would be suitable for you: https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow


    Hope this helps.

    Do not hesitate to reach out if you need further assistance