Hi Platforms Team, I’m currently building a form on your platform and have encountered an issue. The form includes several fields where I need to add my signature, but I don’t want the customer to access or modify these fields. Here is the intended process: The customer fills out and submits the form. I review the information. I then approve and sign the form. However, the problem I'm experiencing is that the customer can also sign in the fields designated for my signature. Could you please advise on how to restrict customer access to these specific fields?
Dear user, Thank you for your inquiry. Based on the scenario you described, I recommend using the workflow feature. You can find a tutorial for this feature here: ruclips.net/video/-vw_D4cywQ0/видео.htmlsi=d7d78_g1pB_u4h5v. I hope you find the video helpful. If you need further assistance with building the workflow, feel free to email our support team at support@platoforms.com. We’re always happy to help!
@@platoformspdfformbuilder Thank you for your response! I’ve watched that video, but my situation is a bit different. However, I wanted to appreciate not only your help but also the fantastic platform you’ve created. It’s been really great to use, and you gyz has made a big difference. Thanks again!
@@abdulmo3ed Thank you for your kind words. I recommend not adding the signature field in the first step of the workflow(for the customers) so that they will not be able to sign in the field designated for your signature. The signature field you can create as the second step and set yourself as the recipient. If you need more help, free feel to email support@platoforms.com
This will save me so much time and hassle.
Hi Platforms Team,
I’m currently building a form on your platform and have encountered an issue. The form includes several fields where I need to add my signature, but I don’t want the customer to access or modify these fields.
Here is the intended process:
The customer fills out and submits the form.
I review the information.
I then approve and sign the form.
However, the problem I'm experiencing is that the customer can also sign in the fields designated for my signature. Could you please advise on how to restrict customer access to these specific fields?
Dear user,
Thank you for your inquiry. Based on the scenario you described, I recommend using the workflow feature. You can find a tutorial for this feature here: ruclips.net/video/-vw_D4cywQ0/видео.htmlsi=d7d78_g1pB_u4h5v.
I hope you find the video helpful. If you need further assistance with building the workflow, feel free to email our support team at support@platoforms.com. We’re always happy to help!
@@platoformspdfformbuilder Thank you for your response! I’ve watched that video, but my situation is a bit different. However, I wanted to appreciate not only your help but also the fantastic platform you’ve created. It’s been really great to use, and you gyz has made a big difference. Thanks again!
@@abdulmo3ed Thank you for your kind words. I recommend not adding the signature field in the first step of the workflow(for the customers) so that they will not be able to sign in the field designated for your signature. The signature field you can create as the second step and set yourself as the recipient. If you need more help, free feel to email support@platoforms.com
@@platoformspdfformbuilder Thank you, I've found a way. It's working fine now.
@@abdulmo3ed Glad to hear it's working now! Let me know if you need any further assistance.