Including approval signatures in approval emails or in the PDF

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    Adam Conkle 
    Asked on November 08, 2021 at 09:56 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!

  • Profile Image
    Patrick_R
    Answered on November 08, 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_

    1636385312_61894220eb02d_

    1636385385_618942697bced_

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

    1636385035_6189410b8dd3a_

    If you have questions, let us know.

    Thank you!

  • Profile Image
    Adam 
    Answered on November 08, 2021 at 11:54 AM

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

    1636390387_618955f30da0c_

    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?

  • Profile Image
    Harvey
    Answered on November 08, 2021 at 01:22 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?

  • Profile Image
    Adam 
    Answered on November 08, 2021 at 01:39 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.