How to Use DocuSign/Jotform Sign on my Form?

  • PhouseRob
    Asked on June 14, 2024 at 11:58 AM

    I saw the docusign widget that it works. I would like to use something like this. Is it posible to use jotform and jotform sign in a single webform?

  • Kyle JotForm Support
    Replied on June 14, 2024 at 12:25 PM

    Hi Robbie,

    Thanks for reaching out to Jotform Support. Yes, it's possible to use our regular form and Jotform Sign in a single form. Jotform Sign is an automated solution to collect electronic signatures. You can use the signing order feature to automate your workflows and effortlessly move through signature collection processes.Let me show you how:

    1. Go to your My Documents page and click on Create Sign Document.
    2. Now, you can upload your own document, or you can use the Demo Document to test it out.
    3. Then, you can add more documents, or you can just continue by clicking on the Create Signable Document button.
    4. That will redirect you to the Sign Builder page.

    How to Use DocuSign/Jotform Sign on my Form? Image 1 Screenshot 30

    After creating your document, you can let the system detect fields automatically by clicking on the Detect Fields button, or you can manually match your fields with elements by dismissing the pop-up message:

    aaUOHNAroy l 4TxPE fqW9O5SGvWGSaNH6xbEAl Screenshot 41

    You can also use Docusign if you don't want a formal document like the one above. Adding a DocuSign field to your form is easy. Let me show you how:

    1. Open your form in Form Builder, and click on the Add Form Element menu on the left side of the page.

    2. Under the Widgets tab, scroll down and add the DocuSign widget to your form.

    3. Authenticate your DocuSign account and customize the other options.

    4. Click on Update Widget and that’s it.

    How to Use DocuSign/Jotform Sign on my Form? Image 2 Screenshot 52

    If you want to connect Jotform and DocuSign via Zapier, check out this Setup Wizard.

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

 
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