How do I get multiple and different recipients to sign on the form?

  • Profile Image
    phlp
    Asked on July 26, 2016 at 12:56 PM

    Is this flow possible? How can we collect multiple signatures from unique individuals and then have the form submitted to a central address. 

     

    Here's what we need:

    1) Person A accesses form on website or other central location

    2) Person A completes form and sends to Persons B via email  (is this possible and how?)

    3) Person B must view completed form and add signature indicating approval

    4) Person B then sends form to Person C

    5) Person C must also view completed form and add signature indicating approval

    6) Completed and signed form must be submitted to Person D (jotform account holder)

     

    Persons A, B, and C are always different individuals, so we can't set up a standard flow that works for every form. How can person A get the form to B & C? It can be simultaneously or one after the other--it doesn't matter. 

     

    We are currently using a fillable PDF esign form but it doesn't work for everyone.

    Thank you!

     

     

  • Profile Image
    Kiran
    Answered on July 26, 2016 at 01:49 PM

    It is possible to setup the form to collect multiple signatures using approval workflow by using some conditions. It looks like that you are looking for a similar form provided in the thread below:

    https://www.jotform.com/answers/853147

    However, your requirement has additional approvals in which the first approval process steps can be duplicated. Please go through the steps provided in the thread and give it a try to see if that helps. 

    Please get back to us with the form ID/URL if you need any further assistance. We will be happy to assist you further.