Pop up signature window not appearing in Approval

  • Profile Image
    BestFuneralServices
    Asked on September 28, 2022 at 11:52 PM

    Hello-

    I am working on this approval flow https://form.jotform.com/203355859318059 along with approval process https://www.jotform.com/workflow/222704824136149/build

    I am unable to see a pop up window to collect a signature for approval. Instead, I get a new tab.

    Thank you,

    Spencer

  • Profile Image
    Marlon
    Answered on September 29, 2022 at 01:41 AM

    Hello Spencer,

    Thank you for contacting Jotform Support. I understand that you're having issues with the Approve and Sign in your Approval Flow. I've cloned your form and copied the approval flow you have and I can't replicate the issue.

    The pop-up for signature appears after viewing it in Inbox.

    Can you try it again and see how it goes? If you run into the same problem again, let us know and we'll do some more testing to see what's going on. I've cleared your forms cache and let's see if it will make any difference.

    Reach out again if you have any other questions.

  • Profile Image
    BestFuneralServices
    Answered on September 29, 2022 at 09:30 AM

    Hi Marlon,

    I was hoping to have the pop up box appear after clicking Approve in the email that is received. The email is being sent to clients outside of the organization. Do you know if that is possible or perhaps there is another solution available to get a signature for approval.

    Thank you,

    Spencer

    1664458213_63359de5447f9_Screen Shot 2021664458212_63359de4d8123_Screen Shot 202

  • Profile Image
    Danilo
    Answered on September 29, 2022 at 10:02 AM

    Hi Spencer,

    Thanks for getting back to us. We've checked you form and approval flow you made, you has everything set up appropriately for the box to pop up. As you can see on the screencast below:

    1664459914_6335a48a226f5_

    Once I hit the approve button it will pop up to a new tab going to you inbox to check the signature. Then you may need to download the PDF to be sign by the approver. If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better? 

    Once we have a better idea of what’s going on, we’ll be able to come up with a solution

  • Profile Image
    BestFuneralServices
    Answered on September 29, 2022 at 10:14 AM

    Hi Danilo,

    Perhaps I am going down an incorrect path. What I am after is a signature or approval of a unique document for a unique client. Each time the process is completed, it is for a new client with a new pdf, jpg, png or whatever type of document is usable to have it embedded in an email auto responder or similar.


    I have yet to discover a solution that accomplishes the goal.


    Do you have a suggestion?

  • Profile Image
    Marlon
    Answered on September 29, 2022 at 10:59 AM

    Hello Spencer,

    I understand that you're still having issues with the pop-up signature in your approval flow. Please note that the Signature only prompts when it gets approved. Could you please remove the Approve & Sign element in your form and then follow the steps below:

    • Add an Approve & Sign element to your approval flow.

    approvals-approve-sign-min.png

    • Click the element’s gear icon to open its properties panel.
    • Choose the options where you require the signatures for.

    approvals-require-signature-for-min.png

    • Scroll down to the Signer Email Address section and enter the approver’s email.

    approvals-signer-email-address-min.png

    • You can also click Form Fields in the Signer Email Address section and select one of your form’s Email elements as the approver’s email.

    approvals-signer-email-address-form-fields-min.png

    • That’s about it for the basic Approve & Sign setup. The rest of the options are the same with the Approval element. To learn more, see Approval Element.
    • With this setup, depending on your settings, the approvers are required to provide their signature when they approve or deny an entry from the email or Inbox.

    Your signature: Sign here

    Give it a try and let us know if you need any help.

  • Profile Image
    borg
    Answered on October 04, 2022 at 04:23 AM

    Hi BestFuneralServices,

    Thanks for using Jotform. We have great news for you. We’ve recently launched Jotform Sign, a powerful e-signature product that allows anyone to collect legally binding, E-Sign- and UETA-compliant signatures. Jotform Sign’s easy-to-use user interface and automated workflows differentiate it from other e-signature tools.

    We’ve created a short guide that explains the main aspects of Jotform Sign.

    1. Creating a Signable Document

    • Go to your My Documents page and click on Create Sign Document.
    • Next, you can upload your own document, or you can use the Demo Document to test it out.
    • Then, you can add more documents, or you can continue by clicking on the Create Signable Document button.
    • You’ll be redirected to the Jotform Sign Builder page.

    Onk1wHWBXQ2M3NpoIDmzv3Eq9c7DfTpPSD4JeU_f

    Please note that, after creating your document, you can let the system detect fillable fields automatically by clicking on the Detect Fields button, or you can manually add fields from the menu on the left after dismissing the popup message.

    3s8GHVkCDHEO7FQaPlSJ3wj_vmHVH9Rl6hcDPuEI

    2. Adding Fields Manually

    • In the Jotform Sign Builder, click on the Add Fields + button on the left side of the screen.
    • All you need to do is drag and drop elements from the menu that opens on the left into your document. Although there’s no limit to the number of elements you can add, having too many fields might negatively affect the performance of your document.

    0U0Kt_nVZV1OWdfU_1xv4JAU2HE5ScSWE30vDKma

    3. Editing Fields

    • In the Jotform Sign Builder, select the related field and click on the gear icon below the field.
    • In the menu that comes up, you can make changes to the field. For example, you can change the Field Name, and you can set options based on the element you’re using.

    PUt1QL5lmKfI8QBr2vNBixYKVasnlTCmjSZtGw25

    4. Assigning Fields

    • You can easily assign, edit, add, and delete roles just by clicking on the Assign Field To button.
    • After clicking on it, a window will open. When it does, you can make your changes.

    iOk35n3GfzkP_fi-Zs2Zal6wwCJj-neUffWYCPtl

    5. Changing the Document Title

    • In the Jotform Sign Builder, click on Settings in the green navigation bar at the top of the page.
    • Under the General Settings tab, you can edit the document’s title in the Document Title text area.

    6_CT9O5cb71aoZs2ZVnVfftrOZCrcojDly4vid5C

    6. Customizing the Email Settings

    • In the Jotform Sign Builder, click on Settings in the green navigation bar at the top of the page.
    • Then, click on Email Settings.
    • In the Email Settings section, you can edit both the Email Subject and Email Message.

    nqEqzmHsRcecxv1Hkgs_Cf7Qm58_taFp0KCqwzwF

    After completing the steps above to customize the email settings, your email will look like the one below:

    juGvKahHwmIR2EgAsHSCA8duFga3WwXU1fxvMJpa

    7. Publishing the Document

    • In the Jotform Sign Builder, click on Send in the green navigation bar at the top of the page.
    • In the Send To Sign section, you can easily send your document so people can sign it.
    • All you need to do is enter a name and email address in the related fields.
    • Then, click on Send To Sign.

    aI1nHedZLf90TdV7ZaRf6SDSwKTwa9G-8B62ZnWM

    You can also see a list of your Sent Documents as well at the bottom of the Send section:

    CRRymlD0GlsT2Y5QnVtrU4H5CiJkDbHXk7Dx7QWC

    In addition, you can send Reminder Emails, set an Expiration Date, add a CC recipient, and enable signer delegation under the Options tab:

    1vVs7x6JG0hgyMSqJPRbctBOqeH9LN4Ps5ZvaOr-

    8. Tracking Documents

    • Go to your My Documents page and select your document.
    • Then, click on Signed Documents.
    • This will automatically redirect you to the Jotform Sign Inbox.
    • In the Jotform Sign Inbox, you can see all of your documents. They may be listed under several tabs, such as Waiting for My Signature, Waiting for Others, Completed, Canceled, and Declined.

    IACEJFz8WqaHhN1b17OF5g-_Mj_oQe6yj02-lQiU

    Give it a try and let us know how it goes. We’d love to hear your feedback about Jotform Sign.