I am trying to let User A populate some fields with data and then indic

  • Profile Image
    Kelly Walsh
    Asked on March 18, 2021 at 01:51 PM

    I am trying to let User A populate some fields with data and then indicate an email address for the form to be sent to for signature. I was able to use the instructions I see here to let the user fill in some fields and provide an email address, which triggers an email, but it does not send the partially completed form for signature. How can I get it to do that (I am using the form "Testing Use of Email Address Parameter" in my account).



    This is a re-post of a comment on How to Send Email Based on User's Answer

  • Profile Image
    Yuta_J
    Answered on March 18, 2021 at 07:43 PM

    Hello,


    Thank you for reaching out to us. May I confirm that you are trying to create an approval process using your form? For example, if someone filled their form, then someone from your organization will put a signature if everything's in order and then the approved form will be sent to you? If so, it is possible. We have an article on how to create an approval process. Please kindly check out the following link.


    Guides:

    A General Approach on Building an Approval Process Workflow


    If you are looking to build a different process, please let us know how you would like your process to submit and redirect submissions to each recipient.


    Please let us know if you require further assistance.