Form approvals: how to sign a form after it has been submitted

  • marywscu
    Asked on August 26, 2021 at 1:49 PM

    I have a form that employees need to fill out. Then, my administrative team needs to sign the completed form. Is there a way to add a signature to the approval workflow?

  • Hanne JotForm Support
    Replied on August 26, 2021 at 6:30 PM

    @marywscu

    Thank you for reaching out. Please, read the whole post before starting any changes.

    One way to do what you wish to achieve is to add the edit submission link to the approval email. This way, your administrative team members can open the submission, add the signature and then approve it.

    To do so, first, add a signature field to the form and make it hidden.

    1630015053 61280e4d4fbbd  Screenshot 10

    Then in your Approval flows, complete these steps:

    1. Open Approval Properties
    2. In the General tab, find the option to customize the approval email
    3. In the email, add the form field Edit Link, to allow your approver to edit the submission, and add their signature in the previously hidden field.

    1630015756 6128110ccc709 approvalflows Screenshot 21

    1630015736 612810f885c7d  Screenshot 32

    1630015983 612811efd68b2  Screenshot 43

    Once this is completed, they can resubmit and approve the submission.

    If you do not need the signature to be on the actual form, you can ignore all these steps, and simply add the Approve and Sign field in the Approval Flows.

    1630016666 6128149a4f250  Screenshot 54

    1630016749 612814eda3150  Screenshot 65

    1630016525 6128140d8605e  Screenshot 76

    Please, let me know if this is helpful!