[Part 4] Sign a document after approving a request

Our approval workflow lets you quickly 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:

_Part_4__Sign_a_document_after_approving_a_request1.png

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.

_Part_4__Sign_a_document_after_approving_a_request2.png

info The signature will fit the size of the cell you inserted.

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.

_Part_4__Sign_a_document_after_approving_a_request3.png

info If you're going to allow your respondents to edit their form after submission, if you need to ask for additional information, select the Edit after submit option.

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 keep track of your workflow better. Then click Next.

_Part_4__Sign_a_document_after_approving_a_request4.png

4. Configure the approval workflow in Form Publisher

Go to Sharing Options and Notifications, then:

Add validators
Enable Validation workflow

And click Next.

_Part_4__Sign_a_document_after_approving_a_request5.png

info If you make a test, make sure the form respondent is different from the validator.

5. Sign the generated document

When you receive a request by email, click Approve / Reject.

_Part_4__Sign_a_document_after_approving_a_request6.png

You will be asked to log in before being able to sign the request. Click Login with Google.

_Part_4__Sign_a_document_after_approving_a_request7.png

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

_Part_4__Sign_a_document_after_approving_a_request8.png

To check if it’s working as expected, go to your responses spreadsheet, you should see Approved or Rejected under [Form Publisher] Validation.

_Part_4__Sign_a_document_after_approving_a_request9.png

Your signature is displayed in the document below and sent as a PDF to all validators and the respondent.

_Part_4__Sign_a_document_after_approving_a_request10.png

Once you know how to sign a document after validating a request, proceed to the next article: '[Part 5] Monitor the status of each request from your spreadsheet'.

Comments

13 comments

Eric January 12, 2020 15:51

I would like this option to be asked to my respondents.

"please sign here"

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Richard Debrabant January 24, 2020 17:21

Hi Eric,

In that case you should replace 'Authorization of the respondant' with 'please sign here'.

Thanks

Richard

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Louise Green February 07, 2020 22:26

Is it possible to have multiple people approve and sign a document?

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Richard Debrabant February 12, 2020 12:52

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.

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Curtis Donovan March 25, 2020 03:08

I am having trouble with workflows not looking like the example and no signature box coming up when approving, please help.

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이정석 April 19, 2020 09:16

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

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Angel Christian April 21, 2020 11:12

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?

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Remi April 30, 2020 07:22

Hi,

Thanks for your post!

I've just created a ticket for this signature issue in order to investigate easily on this.

Thanks!

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Remi April 30, 2020 07:48

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

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Solomon Zheng May 13, 2020 20:27

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?)

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Grammateia July 14, 2020 19:43

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?

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Peter Samuelson July 29, 2020 19:11

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

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Ronny Millet September 17, 2020 18:46 (Edited September 17, 2020 19:00)

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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