Need Help Triggering Signed Documents in Workflow

Hi, I have been using your forms, and I've encountered an issue: clients need to sign certain documents, but after signing them, they often believe they have completed the application and don’t return to finish it. As a solution, you suggested implementing a workflow to ensure they complete the application before leaving.

I’m trying to set up this workflow, but I'm unsure how to configure it so that the system recognizes which of the four documents clients need to sign based on their answers in the form. Currently, the form understands the conditions, but the workflow does not, and I'm also receiving some errors. I need guidance on how to set it up so that clients only have to sign the documents relevant to their responses, rather than all four. Thank you!

Hi Santiago,

Thanks for reaching out to Jotform Support. The errors you're seeing are because the Sign Document steps aren’t connected to anything after they're completed. You’ll need to link each outcome to the next step so the workflow knows what to do next.

Also, to make sure clients only see the documents that apply to them, each Sign Document should be placed inside a conditional branch based on their answers. That way, they won’t be prompted to sign all fou, just the ones relevant to their responses. To fix this, you need to replcate the If/Else Condition Element with a Conditional Branch. Let me show you how:

1. In Workflow Builder, click on the Add element on the top left side of the page.

2. Then, scroll down and drag and drop the Conditional Branch Element into your workflow.

3. Click on Add Condition on the Conditional Branch Element, and click on Add a new branch.

4. Set up the Conditional Branches like you see below:

5. After that, link your elements and continue adding your elements after the Sign Document Element and make sure to add the End Element once done.

I separated your other question into a new thread so we can focus on it properly. You can view and follow it here.

Give it a try and let us know if you need any help.