Ivelina HristovaAnswered on November 05, 2021 10:29 AM
It will be very helpful if there are reminders for edit link as well. Sometimes our clients need to complete extra info on their form at later date. The edit link gets send to them but we have to manually remind them to complete their form. So yeah edit link reminder will be very useful especially if they can be sent 7 and 3 days before a due date.
Richie JotForm SupportAnswered on November 05, 2021 11:34 AM
You can add your edit link in your autoresponder email and use the set reminder feature.
Your form respondent would receive the autoresponder reminder email with the edit link .
Let us know if this fits your requirements.
Ivelina HristovaAnswered on November 05, 2021 06:52 PM
Thanks for your response.
Can reminders stop once form link has been edited. Example, reminders on day 3 and day 7 are set. The client receives the form link, gets a reminder in day 3. On day 4 the client edits the form. Would they still receive the reminder on day 7? And if so how do i workaround that so tge client stops receiving the reminder email once they've edited and form and finalised their responses?
Also, on the first page there will be an attachment, how can the client view this attachment since Autoresponder does not support that?
The workflow is:
Our office completes page 1 of the form and uploads a file. The client receives the partially completed form with edit link, needs to view the attachment and complete page 2 of the form. The client forgets to complete the form, needs to get a reminder email but once they complete this form the reminder emails should stop.
How can i make this work?
VincentJayAnswered on November 05, 2021 07:16 PM
You can choose an End Date for the reminder emails.
Also, you can check and test the approval workflow process. Please check this complete guide (with video) for more information: https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow/
After checking the guide, if you decided to use it, here is how to set the reminder email: