How to get approval flow status and details back in PDF?

  • Profile Image
    Catawba_Shores
    Asked on November 08, 2021 at 12:46 PM

    When accessing my PDF in PDF Editor, a pop-up showed up that said I made changes to my form and asked me to confirm, so I did. When I confirmed, it removed the approval status (near the top) and approval workflow details (near the bottom). How can I get those elements back in my PDF?

  • Profile Image
    Martin_A
    Answered on November 08, 2021 at 03:57 PM

    Hi there,

    The changes that you have made to the form or approval flow, affected your original PDF connected to the form. The elements you are referring to in your request can be assigned back through the PDF Editor. First, you open the form in the Form Builder/Smart PDF Forms, where we can see that the elements for the Approval process are missing. So from there, we select the PDF Editor where those elements can be assigned to the document.
    1636404066_61898b62bde99_Asset 10.png
    1636404730_61898dfa2ad95_Pdf Approval.gi
    You can also achieve the same by going into Form Settings and choosing Customize Style on the Original PDF File.
    1636404888_61898e9809916_Asset 11.png
    Let us know if the information provided was of any help to you.
    Thank you.

  • Profile Image
    Catawba_Shores
    Answered on November 11, 2021 at 06:13 PM

    Thank you. I was able to resolve this by deleting and recreating the PDF document.