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Jordan FerreiraAsked 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,
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roneetReplied on August 26, 2021 at 1:03 PM
You can attach the Fillable PDF in the approval email or the Approve and sign element.
Thanks.
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Ferreira_JordanReplied on August 26, 2021 at 1:11 PMCorrect 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.
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Kat JotForm SupportReplied 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?
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Ferreira_JordanReplied on August 27, 2021 at 10:22 AMSo 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.
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roneetReplied 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:
Guide:
https://www.jotform.com/help/555-applying-form-submission-data-into-a-pdf-document/
Thanks.