Creating two-step submission form

  • Profile Image
    Michelle A 
    Asked on November 09, 2021 at 05:35 PM

    Hello, I have made several forms before. I am trying to create a template that is a letter where one persons signs and it is visible and then after submission is sends to the next email and they sign and it is visible. I don’t not understand the two step approval things, how to set up and do not even think it is what I am looking for because it just seems like a behind the seems approval. I need something where the bottoms looks like this after everyone completes and signs.  See attached. I am clinicians and clients ask for letters so basically I want the therapist to click the link which pre templates to include letter head, letter text they can fill in and then two name abs signatures boxes. They complete and sign. Then I co-sign. We download and send to client. Thanks.

  • Profile Image
    Christian_A
    Answered on November 09, 2021 at 07:21 PM

    Hi,

    Do you also need this form to be in PDF form, since it's a letter? And are you planning to use any 3rd-party system like DocuSign for the signature of just Signature form element from the form builder?

  • Profile Image
    Michelle A 
    Answered on November 09, 2021 at 07:28 PM

    Hello,

    Yes we would like to be able to download the attachment or email it to ourselves after.
    so long as we can have the two step signing in jotform that is visible then no reason to use an outside company. We also have signnow which has co-signing but they have not been able to resolve formatting issues and I don’t want people to have to use so many programs. If there is someway that the therapist can sign and jotform has a secondary app to input and sign that would show that could work I suppose but don’t know how to do it. I have a rough draft of a the template in my forms if you want me to send you the link. Thanks.

  • Profile Image
    Mike
    Answered on November 09, 2021 at 08:19 PM

    Let's say your form has two Signature elements, once the form is submitted, you can simply open submission in the Edit mode and sign/update your part:

    How to Edit Submissions Made on Your Forms

    The submission {edit_link} can be also included in the email message, so you or someone with the edit link will be able to update the entry. This is how the edit link can be included in the Email Notification or Email Autoresponder:

    How to Let Users Update Their Form Submissions at a Later Date

    Then, the submitted entry can be downloaded and printed:

    wt08e.png

    More advanced configuration is also possible, take a look at the next article to get an idea (skip the first part about Approvals):

    A General Approach on Building an Approval Process Workflow

    If you need further assistance, please let us know.