0 Replies Latest reply on Dec 18, 2012 1:45 PM by Chief43

    How do I create a drop down list to e-mail a form for signature.

    Chief43

      The desired workflow is for

       

      1)      Firefighter 1 to complete the top portion of the Agreement

      section, sign in the Firefighter 1 signature field (which locks the top

      portion of the Agreement Section), then select Firefighter 2 from the

      e-mail drop down list and e-mail the PDF form to Firefighter 2;

       

      2)      Firefighter 2 opens the e-mail and the PDF attachment,

      completes the second portion of the Agreement Section, sign in the

      Firefighter 2 signature field (which locks the bottom portion of the

      Agreement Section), select Lieutenant 1 from the e-mail drop down list

      and e-mail the PDF form to Lieutenant 1;

       

      3)      Lieutenant 1 opens the e-mail and the PDF attachment, checks

      the approved box, signs the Lieutenant 1 signature field, select

      Lieutenant 2 from the e-mail drop down list and e-mail the PDF form to

      Lieutenant 2;

       

      4)      Step three continues through Lieutenant 2, Battalion Chief 1

      and Battalion Chief 2

       

      5)      Battalion Chief 2 sends the fully completed form back to

      Firefighter 1 who copies the completed form to Firefighter 2

       

       

       

      Note: if any of the officers disapprove the agreement the disapproved

      form is immediately sent back to Firefighter 1

       

      Time Trade Form with signatures.jpg