Create a PDF with Google Integration and Approval Status

  • lauracsorensen
    Asked on January 2, 2022 at 2:48 PM

    Hello!

    I am a clinical psychologist with a private practice and am trying to figure out how to use Jotform to allow my patients to receive, complete, and return forms... and to save pdfs of those forms along with my own signature (or some other indication that it has been reviewed by me) to a folder in my google drive (Google Workspace).

    An unrelated question is -- how can I get a BAA for my account?

    Thank you!

    Laura

  • Alexander_G
    Replied on January 2, 2022 at 5:54 PM

    Hello, Laura 👋

    Thanks for contacting Jotform Support.


    You may add an approval flow that allows you to display approval status in your PDF:

    👉 How to Create an Approval Flow in Jotform


    Then - you may add a Google Drive integration to your form:  

    👉How to integrate your form with Google Drive


    If you have additional questions - please, let us know or check our Help Center.


    Thanks,

    Alex

  • Alexander_G
    Replied on January 2, 2022 at 5:55 PM

    UPD:


    Here's an article about creating PDFs: Jotform PDF Editor.


    Cheers,

    Alex

  • Alexander_G
    Replied on January 2, 2022 at 5:57 PM

    An unrelated question is -- how can I get a BAA for my account?


    Regarding the BAA - it's only available for HIPAA Accounts, you can learn more about it here:

    👉How to receive the BAA for my HIPAA account?