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Nintex Cloud and Sharepoint - External Users

  • April 12, 2021
  • 2 replies
  • 163 views

TreV
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Help... Here is the issue I am trying to resolve:
I have a form that needs to be sent to two different external users. One first, then another. Within the workflow, I have placed run if's, so that as soon as form signer #1 signs and submits, an email notification gets sent to form signer #2 to open link within email (not sure how to place this within email body because all data is within Sharepoint and there is no form ID that will take the user to form already signed by user #1) sign and re-submit form for final approval. Someone mentioned turning this into PDF... but then, user #2 would have to print and sign, instead of doing it all electronically.

2 replies

butlerj
Nintex Employee
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  • Nintex Employee
  • April 16, 2021

@TreV Are the signers actually making updates to the form data or are they just reviewing and signing? This could be something that you accomplish using Nintex Sign with multiple signers:


TreV
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  • Author
  • April 16, 2021

@butlerj signer 1 fills out one portion signs and then signer 2 goes in fills out second portion and signs then submits.