Including approval signatures in approval emails or in the PDF

  • Adam Conkle
    Asked on November 8, 2021 at 9:56 AM

    Hi,

    I have a form that has an approval workflow. The approval action is 'approve and sign' and I need to be able to send the approval signature(s) back to the submitting user.

    I'd like to be able to inject the approval signature into the PDF itself. If that is not possible, I'd like to somehow have the approval signature included in the approval email.

    Any options for this?

    Thanks!

  • Patrick_R
    Replied on November 8, 2021 at 10:35 AM

    Hi there,

    > I'd like to be able to inject the approval signature into the PDF itself. If that is not possible, I'd like to somehow have the approval signature included in the approval email.

    Yes, it is possible to inject the approval signature into the PDF. Infact, this is the default behavior. You just need to add an Email node and then add the PDF submission PDF as its attachment (as indicated in the below screenshots).

    1636385244 618941dc395fd  Screenshot 10

    1636385312 61894220eb02d  Screenshot 21

    1636385385 618942697bced  Screenshot 32

    The sent PDF will have the approval history in it that will also include the approver's signature (as indicated below).

    1636385035 6189410b8dd3a  Screenshot 43

    If you have questions, let us know.

    Thank you!

  • Adam
    Replied on November 8, 2021 at 11:54 AM

    I do not have the option to select 'new document'. I have the following options:

    1636390387 618955f30da0c  Screenshot 10

    If I select 'the original PDF with form submission data' it attaches the original PDF (and no approval indicators).

    If I select 'Default Document' it allows me to select it but if I come back into the screen the box is unchecked.

    What do I need to do so I can send 'new document' which contains the approval workflow information?

  • Harvey JotForm Support
    Replied on November 8, 2021 at 1:22 PM

    Hi Adam!

    Can you please provide us the link to the form that you have the 'approval and sign' action to it so that I can check and better help you with it?

  • Adam
    Replied on November 8, 2021 at 1:39 PM

    I was able to resolve this by renaming my 'new document' to something else, closing my browser, and coming back in. I renamed it to 'Approval' and now I see 'Approval' as an option in the approval workflow email options. I've noticed some strange behavior where if I am in PDF editor and rename, delete, or create a new PDF document, the UI hangs (on the loading animation) indefinitely. If I close all browsers and come back in, the issue is resolved. I think what I was seeing here is somehow related to that.