4 signatures one PDF- Signature workflow not showing

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    antiochian
    Asked on April 02, 2022 at 06:17 AM

    Hi team.

    I am trying to create an Approval Workflow where:

    1. 4 members of a committee are sent an email concurrently, and all 4 need to sign
    2. Once completed by all 4, a PDF is generated showing a simple email, followed by the signatures and positions/names of each person.

    Can you advise how this can be done? I have attempted this, but am hitting 2 problems:

    1. The signature workflow is not appearing in the emailed PDF (which is triggered by the button in the submission view)
    2. I cannot assign a position below the specific signature e.g. Charity President {insert President signature} etc

    Thank you kindly!

  • Profile Image
    CJ
    Answered on April 02, 2022 at 07:41 AM

    Hello antiochian,

    Thank you for reaching out to Jotform support. Adding a split element to the approval flow can make separate emails sent to the approvers when the form is filled out. To include the positions of the approvers, the field for each approver's signature must be added to the form in order for the PDF copy of the form to be created according to the fields the form has. If the requirement is only to show the approver's signature on the PDF document, it's possible using the Approval Activity History element in the PDF Editor.

    1648897479_62482dc77ce99_

    Please follow the steps and screencasts below to create the approval flow required on your form:

    1. Add 4 signature fields to the form.
    2. Create Approval flow.
    3. To create the Approval flow, delete all the existing elements first.
    4. Add the Split Element. After that, pull 4 links from the Split Elements.
    5. Add Approve and Sign elements to each link.
    6. Add the {edit link} to the email the approver will receive. This is to collect signatures from the approvers into the form.
    7. Pull links from each Approve and Sign element, on the end of it, add the Email element.
    8. Enable the PDF attachment on the Email Element.


    Creating the form

    1648898953_624833894af82_form.gif


    Creating the Approval flow

    https://drive.google.com/file/d/17IrGWYI3K4ySNPHKt-zkKmf9UUhi89mp/view?usp=sharing


    Adding Edit Link to Email

    1648899665_6248365143d96_email_Trim.gif

    If you need further assistance, please let us know.