Approval Workflow: How do I send the Smart PDF using the approval workflow?

  • Jordan Ferreira
    Asked on August 26, 2021 at 10:32 AM

    Hello,


    I am wondering if there is a way to add approve and sign data from an approval workflow into a smart PDF that we have. The smart pdf has approval and signature lines one it for admin to use but I have not been able to find a way to utilize the approval workflow, approve and sign and put that sign and approve into the pdf itself.


    Thanks,

  • roneet
    Replied on August 26, 2021 at 1:03 PM

    You can attach the Fillable PDF in the approval email or the Approve and sign element.

    1629997376 6127c9407efc8  Screenshot 10

    Thanks.

  • Ferreira_Jordan
    Replied on August 26, 2021 at 1:11 PM
    Correct but there is no way to get the signature of the admin onto the PDF
    itself.
    *Jordan Ferreira, CAA*
    *Assistant/Specialist of Athletics & Activities*
    *Middle School Athletics*
    Department of Athletics & Activities
    Scarborough Public Schools
    Office: (207) 730-5086 | Fax: (207) 396-4511
    Jferreira@scarboroughschools.org | Scarboroughathletics.org
    *@RedStorm_Sports*
    CONFIDENTIALITY NOTICE: This email and attachments, if any, may contain
    confidential information, which is privileged and protected from disclosure
    by Federal and State confidentiality laws, rules or regulations. This email
    and attachments, if any, are intended for the designated addressee only. If
    you are not the designated addressee, you are hereby notified that any
    disclosure, copying, or distribution of the email and attachments, if any,
    may be unlawful and may subject you to legal consequences. If you have
    received this email and attachments in error, please contact the
    Scarborough Athletic/Activities Office at 207-730-5012 and delete the email
    and its attachments from your computer.
    ...
  • Kat JotForm Support
    Replied on August 26, 2021 at 5:10 PM

    Hi Jordan,

    Happy to help!

    Pre-approval/signature there is no way to have it attached to the PDF, but when the approver signs it, it should update the PDF with the signature.

    Are you not seeing it attached once the approval flow has been completed?

  • Ferreira_Jordan
    Replied on August 27, 2021 at 10:22 AM
    So we have a PDF form for fundraising approvals. The form is filled out by
    community members and then comes back to us to be approved by an admin. On
    the PDF form itself there is a place for the admin to sign and check they
    have approved it. I was/am looking for a way to utilize the approval
    workflow to have the admin digitally sign and approve, which I can do.
    However, when they do that sign and approve the signature and the approval
    does not get added to the original PDF. The only way I have found to add a
    signature of the admin approval is to do it by the admin editing the
    submission and completing form fields within the form itself and then
    submitting it again. The problem with that is it would leave the digital
    approval workflow unusable at that point!
    It would be fantastic to be able to use the electronic workflow, have a
    sign and approve and then that signature and the approval can be added to
    the pdf itself. otherwise the PDF looks incomplete even though the approval
    has been finished.
    *Jordan Ferreira, CAA*
    *Assistant/Specialist of Athletics & Activities*
    *Middle School Athletics*
    Department of Athletics & Activities
    Scarborough Public Schools
    Office: (207) 730-5086 | Fax: (207) 396-4511
    Jferreira@scarboroughschools.org | Scarboroughathletics.org
    *@RedStorm_Sports*
    CONFIDENTIALITY NOTICE: This email and attachments, if any, may contain
    confidential information, which is privileged and protected from disclosure
    by Federal and State confidentiality laws, rules or regulations. This email
    and attachments, if any, are intended for the designated addressee only. If
    you are not the designated addressee, you are hereby notified that any
    disclosure, copying, or distribution of the email and attachments, if any,
    may be unlawful and may subject you to legal consequences. If you have
    received this email and attachments in error, please contact the
    Scarborough Athletic/Activities Office at 207-730-5012 and delete the email
    and its attachments from your computer.
    ...
  • roneet
    Replied on August 27, 2021 at 12:03 PM

    Unfortunately, it is not possible to map the signature on the Fillable PDF but you would be able to get the details on the PDF Document this way:

    1630080156 61290c9c4bfd3  Screenshot 10

    1630080108 61290c6c74e28  Screenshot 21

    Guide:

    https://www.jotform.com/help/555-applying-form-submission-data-into-a-pdf-document/

    Thanks.