Our approval workflow lets you easily add a signature to any document you have approved. Read this article to know how to use this option.
1. Insert the 'Workflow signature' marker in your template
First, create a simple table of two cells and adjust their size.
Write Signature on the first cell, and add <<Workflow signature>> on the second cell:
Then, right click on your table, click Table properties. A pop-up appears, set the Table border value on 0, this makes your document look cleaner.
2. Select 'Collect email addresses' in your Google Form settings
Select Collect email addresses if you want your respondents to receive the answer to their request.
3. Save generated file URL and increment in Form Publisher
Configure Form Publisher, when you reach the Destination Folder and Naming convention sidebar, we advise to select Save generated file URL, Keep increment and Keep PDF copy in Drive to better keep track of your workflow. Then click Next.
4. Configure the approval workflow in Form Publisher
Go to Sharing Options and Notifications, then:
- Add validators
- Enable Validation workflow
And click Next.
5. Sign the generated document
When you receive a request by email, click Approve / Reject.
You will be asked to log in before being able to sign the request. Click Login with Google.
The Form Publisher web app will then open. You can:
- Add comments (optional)
- Add your signature into the white box (and clear as much as you want until you are satisfied with your signature)
- Click Approve or Reject
To check if it’s working as expected, go to your responses spreadsheet, you should see Approved or Rejected under [Form Publisher] Validation.
Your signature is displayed in the document below, and will be sent as a PDF to all validators and the respondent.
Comments
13 comments
I would like this option to be asked to my respondents.
"please sign here"
Hi Eric,
In that case you should replace 'Authorization of the respondant' with 'please sign here'.
Thanks
Richard
Is it possible to have multiple people approve and sign a document?
Hi Louise Green,
It’s currently possible to have several approvers asked to approve/reject a file but if one of them already approved/rejected the file, the others won’t be able to modify the approval status.
And it’s the same for signature only the first one will be registered.
We apologize for the inconvenience.
I am having trouble with workflows not looking like the example and no signature box coming up when approving, please help.
hello.
i made it as you guided. and tested myself.
i can check it's approved. but i can not see the signature what i made.
check my case out please
Do I have to add the validators using their separate emails? Can I not use a marker if they have already been referenced in the form?
Hi,
Thanks for your post!
I've just created a ticket for this signature issue in order to investigate easily on this.
Thanks!
Hi Angel Christian,
Indeed you can use markers as explained in the first part of the workflow process. If you have inserted a dropdown item containing email addresses in your Google Form, you can also reuse the title as the approver marker (make sure to remove the form owner's email address from the list): https://support.form-publisher.com/hc/en-us/articles/115005834245#1.-Add-validators-to-your-Google-Form
Thanks
Hi, I cannot seem to get the signature to show up as well. I've tried and tested my form multiple times but I cannot seem to get it to work. Thank you!
Here is my sharing page (it does look different than the screenshots here, am I on the wrong version?)
I made a lot of forms, but now I have a problem.
When i click to approve, it is open the link to install the app from gsuite marketplace.
What is wrong?
In regards to this message above:
"Hi Eric,
In that case you should replace 'Authorization of the respondant' with 'please sign here'."
Where can i go to make this change? Thank you
Is it true that you have to login with a gmail account to "sign" the document.
I tried with a non-google account and when i clicked the approve/reject buuton, i've been asked to sign in with google / facebook or twitter
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