How exactly does email auto responder work?

  • homehealththerapysolutions
    Asked on August 3, 2016 at 6:28 PM

    If I need a form to be signed by 2 different people, far away from each other, how can I have them sign the form, and have it submitted to me?

    Please show me step by step, I have tried the online tutorial links, but it doesn't work.

    Right now, an assistant signs the form, and I receive the form via email. The original form contained 2 signature boxes, one for the assistant, the other for the supervisor to cosign. The note with the 2 signatures needs to ultimately come to me. However, after the assistant signs the form and submits it, it comes to me without the signature box for the supervisor. Please help

    Page URL: https://form.jotform.com/homehealththerapysolutions/DAILYROUTESHEET
  • Kevin Support Team Lead
    Replied on August 3, 2016 at 8:36 PM

    To get an auto-responder working in your form it is required to get an email field added to it as the email auto-responder is sent to your submitter, I checked your form and I did not find an email field on it. 

    Pelase add the email field, which your submitter will need to fill with his email address, you will find the email field under the "Quick Fields" section: 

    How exactly does email auto responder work? Image 1 Screenshot 40

    At this point I'm not sure if you need two different person to sign the form, if so then you will need to show only one signature field and hide the other one, that will be shown after. 

    Once you have added you should click on the email wizard, you will find it on the top toolbar while on the Form Builder:

    How exactly does email auto responder work? Image 2 Screenshot 51

    The email auto-responder is added as soon as you add an email field to your form, so you should notice the auto-responder there. 

    It looks like this:

    How exactly does email auto responder work? Image 3 Screenshot 62

    At this point, you will receive an email with the submitted info and your submitter, will receive an email with the submitted info too. 

    Could you please clarify us a bit more if you need two different person to sign on the form? 

    If so then we will provide you with the steps to send the email to the submitter and the other person as well, so he/she can open the form, sign and submit the form again. 

  • homehealththerapysolutions
    Replied on August 3, 2016 at 9:45 PM
    Thank you for this reply. And yes, I do need the form signed by the first
    person to come to me and then be sent to a second person to sign and sent
    back to me with both signatures.

    ...
  • Ashwin JotForm Support
    Replied on August 4, 2016 at 3:22 AM

    Hello,

    It seems you are traying to create a workflow system. I have moved your question to a new thread so that it can be addressed separately and you will be answered int he following thread: https://www.jotform.com/answers/898115 

    Thank you!