How to create a form for Review/Signature and then Approval

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    Dr. Dallas Speight 
    Asked on November 14, 2021 at 01:52 PM

    I need a form that:

    1. A supervisor will complete.
    2. Email to a student. (how to I make this easy to change for other students)
    3. The student will review/sign and if necessary make comments
    4. Return to Supervisor for final approval and signature.

    Is it possible to create one that when the student receives it that it shows up in their email as "Review and Sign). I've attempted to create one but when I send it to the student it shows up as "edit the submission".


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    Basil_A
    Answered on November 14, 2021 at 04:06 PM

    Hi,

    You can create an approval flow similar to the one below:

    1636923629_619178edea75c_

    If you are still facing any issues please provide the form in question.

    Please let us know if you require any further assistance.

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    Clinical_Pastoral
    Answered on November 15, 2021 at 05:22 PM
    I appreciate the link below, but I’m having difficulty figuring out how to set up some of the information, i.e., Review.
    Can you use the form attached and add the approval process to it and send to me as a clone.
    https://form.jotform.com/213186232740147
    I need it to show:
    1. Completed by the Supervisor/Evaluator
    2. Emailed to the student
    3. Reviewed and Signed by the Student
    4. Returned to the Supervisor for approval.
    ...
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    Welvin
    Answered on November 15, 2021 at 09:59 PM

    Here's a cloned version of your form: https://form.jotform.com/213188788731973.

    The Approval Flow goes like the following:

    2021-11-16-008.png

    I did not add a Deny flow. Add it if you wish to have it in the flow.

    So, the Supervisors fill and submit the form, the student receives the approval email and clicks the Approve button, and signs it. The Supervisor receives an Approval, click and sign and that's it!

    Thanks

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    Clinical_Pastoral
    Answered on November 16, 2021 at 06:33 AM

    Could you set this up so when I want to upload it the approval process you added included? When I uploaded it, the process was not available.

  • Profile Image
    Clinical_Pastoral
    Answered on November 16, 2021 at 06:44 AM
    Could you set it up on the clone’s form so I can upload it and make changes?
    Thanks
    ...
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    Richie_P
    Answered on November 16, 2021 at 07:37 AM

    I have checked your form but I can't seem to find an upload field.

    Can you please share more information on the flow of the form ?

    Do you want to trigger an approval once an file is uploaded or when the form is edited?

    Looking forward for your response.