Form: How to sign document after approval

Hi Support,
One of my forms has an additional Signature field, which is for an administrator to sign once approved. Currently we download the form, open in Acrobat, sign then save the form, and send it via email.

Is there a way during the approval, we can sign the document similarly to the already enabled signature block for the end user, or am i stuck with manually downloading the populated pdf?

Regards,

Michael Cockinos
Redhot Internet Solutions Pty Ltd

Hi Michael, you can streamline the approval process by using Jotform Workflows with the Approve & Sign element, which lets administrators sign directly during approval without needing to download and manually sign the PDF. This adds a signature layer similar to the end-user signature block. To explore how to set this up, you might find the guide accessible via the Show Guide button below very helpful. Let me know if you want more details on this!
https://www.jotform.com/help/1412-how-to-create-a-workflow-in-jotform/

Hi Michael,

Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

We appreciate your patience while we work on a solution.

Hi Michael,

I cloned your form and see that you were able to set up the workflow for your form. If you wish for the Admin to sign the document prior sending the confirmation email to the submitter, you will need to add additional Signature Element to your form. Let me show you how:

1. In Smart PDF Forms, click on Add Element on the upper left side of the page.
2. Add Signature element and Date Picker element then match it on the PDF file for the Signature and Date field for the Admin.
3. Hide the Signature and Date Picker element. Select on the Signature field and click on the gear icon. Under Advanced tab toggle on Hide Field. Do the same on the Date Picker element.
4. Now, add Get Form Page URL widget. Click on Add Element, under Widgets tab select Get Form Page URL and hide it as well.
5. Next, for the Admin to be able to sign the document, you need to toggle off the Enable Jotform Sign Automation. Click on Settings on the blue navigation bar on the top of the page.
6. On the left side panel, click on Jotform Sign then toggle off the Enable Jotform Sign Automation.
7. Now, to set the Workflow, go to Workflow Builder, click the Dropdown menu on the top left side of the page and select Workflow Builder.
8. In Workflow Builder, select on the Approval outcome and click on the trash icon to delete the outcome.
9. Add an Email element to send an email for Signature to the Admin. Click on Add Element and select Email. Connect the Approve outcome to the Email element.
10. Click on the mail icon to open Settings then under Email tab, you can change the Email Subject to label what type of email is being sent to avoid confusion.
11. Under Email tab still, on the Email Content, delete Get Page URL and change it to for Signature and click the Form Fields, and select Edit Link then click Save.
12. Finally, add If/Else Condition, click on Add Condition and copy the Condition below then click Save:
13. Finally, connect the If/Else Condition element to the Email element for Approve and set the branch to True.

Here's the link for my demo form that you can clone for your reference.

Give it a try and let us know how it goes.