Creating a Table from Signed Document

Some how I was able to create a Table that collects all the data from one of my Signed Documents. I'd like to do the same for another Signed Document but cannot remember nor figure out how to do it.

The screen shot is of my Table Inbox, the one Table I have titled Bear-Reservation-FORM-2024 is linked to a signed document. Fyi...the signed document title has the word FORM but it is not a Jotform Form.

Thank you, Tara

Hi Tara,

Thanks for reaching out to Jotform Support. You cannot create a table of signed documents manually from the My Tables page. However, you can access your signed document's Jotform tables in a few simple steps. Let me show you how:

• On your My Forms page, click on My Forms on the top-left side of the page.
• In the window that opens, click on My Signed Documents.

• On your My Signed Documents page, click on the Signed Document for which you want to view the Jotform Tables and click on Edit. '

• In Sign Builder, click on the Downward Arrow icon next to the Jotform Logo and select Tables.

• You will be redirected to the Jotform Tables afterward

Then, once you've accessed it, and there is a submission in the document. It will instantly create a table in the My Tables page, similar to your Bear Reservation Form. 

Give it a try and let us know if you have any other questions.

Thank you! Worked like a charm : )

Now I have one more question : ) I don't currently ask for the signee to provide an email address, yet they do provide it when the sign the document.

Any way I can get that email address to populate this Table?

Hi Tara,

Based on your current form setting, the email addresses will not populate on the tables. It will only show if you download the PDF from the tables. However, if you're going to add a prefill on your form, once the submitters fill out the form and submit it. Automatically, email addresses will be added on the tables. Let me show you how:

1. In the Form Builder, go to Publish at the top.
2. Go to Prefill on the left.
3. Select Tables Prefill.
   
4. Choose your source table and tab.
5. Map your table’s columns to your form fields, then select Save Settings.
6. On the next page, select Add a New Prefill.
7. Choose the entries to prefill your form, then select Create in the upper-right corner.
   

See the results below:

Give it a try and let us know how it goes.

I don't have a Form. I am starting with a Signed Document. Should I create a Form from by Signed Document?

Hi Tara,

Could you clarify how they are providing their email address? If you mean the email address you enter in the recipient details, like you see below, unfortunately, it cannot be populated in the Signed Document Table.

But, if you were referring to something else, it would help us to understand what’s happening if you could take a screenshot and send it to us. We have a guide here explaining how to do that.

Keep us updated and let us know if you need any more help.

Yes, I am referring to that particular email address, when they add their recipient info, thanks for the clarity.