Sign a Request – Signature

General Introduction

Select a Mode

Tips to Set Up Your First Workflow

Mode 1: Create Approval Workflow Only

1.1 Add Static & Dynamic Recipients

1.2 Set Multi-level Workflow

1.3 Set Conditions for Recipient

1.4 Add Form Respondent

1.5 Request Response Edit

1.6 Check Tracking Report

1.7 Add & Use Recipient Group

Mode 2 & 3: Generate & Send PDF/document only

2.1 How to generate PDF/document

2.2 Common file template errors

2.3 Send PDF/documents to recipients

2.4 Send PDF/documents to respondents

Mode 4: Combine All Modes

3.1 Combine Modes – Setup File Template

3.2 Combine Modes – Add recipients

Email Settings & Features:

4.1 Options for Sending Final Email

4.2 Enable/Disable Sheets Report on Final Email

4.3 Show File Attachment Link On Emails

4.4 Resend Email to Recipient & Edit Recipient Email

4.5 Customize Email Template

4.6 Dynamic Fields of Custom Email Template

Team Plan:

5.1 Add/Remove Users 

5.2 Share Edit Permission

Additional Features: 

6.1 Set Reminder & Auto Approve/Reject

6.2 Resend All Pending Requests

6.3 Manage Forms in Dashboard

6.4 Unique Request Number

6.5 Approval Link Authentication

6.6 Transfer Forms Data

6.7 Transfer Paid Plan To Other User

6.8 Avoid Automatic Approval/Rejection

6.9 Sign a Request

Quotas & Billing

Refund Policy

1. How It Works

This feature is only available in the mode “Combine All Modes.”

Recipients have a new role called “Can approve & sign.” When selecting this role, approval emails will have a button named “Approve/Reject and Sign.”

Next is how to sign a request.

Step 1: Click the “Approve/Reject and Sign” button.

Step 2: Draw your signature, and add a comment if necessary. After that, click “Approve” or “Reject,” and it’s done.

Note: You cannot leave the signature field empty. Otherwise, you cannot proceed with the Approve or Reject buttons.

2. Document Field <<X Signature>>

A new field called <<X Signature>> is available. X can be a static email, for example, <<[email protected] Signature>>, or a dynamic field like <<Your Manager’s Email Signature>>.

Note: This signature document field works on a spreadsheet template as well.

3. The Result

The respondent and recipients will receive a final email containing the comment and the generated document. This document will include the signature.

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