How can I create a form where 1 person fills some in, then sends on to someone else to complete?

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    annavan
    Asked on January 02, 2015 at 01:00 PM

    Is it possible to create something that I would then fill in the first section of, before sending to a client for them to complete?

     

    Thanks

    Anna

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    raul
    Answered on January 02, 2015 at 01:52 PM

    I think you could use the Save & Continue feature to accomplish this. Check this guide: http://www.jotform.com/help/97-How-to-Save-Forms-to-Continue-Later or you can also allow your clients to edit their submissions: http://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date 

    Please note that both methods above will allow your clients to modify what you've already filled out on the first section of the form.

    If you want to prevent that then you could create 2 forms (one will be filled out by you and the other will be filled out by your clients) and use the Combine Submissions app to merge the data of both forms for you to analyze.

    Hope this helps.

    Let us know if you have further questions.
    Thanks.

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    annavan
    Answered on January 02, 2015 at 02:02 PM

    Thank you I'll look into those

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    raul
    Answered on January 02, 2015 at 02:11 PM

    You're welcome.

    Feel free to contact us to let us know if you need further assistance.
    Thanks.