Need to Send SmartPDF Form for eSignature After Form Submission

  • seabornleads
    Asked on June 25, 2024 at 6:31 PM

    Hi! I have built a Smart PDF Form here:

    https://www.jotform.com/build/241749183185060

    What I need is:

    After the form is submitted, the filled document gets sent to the "Seller Email" for eSignature.

    Pretty simple. How do I do it?

    Thanks

  • Jefferson JotForm Support
    Replied on June 25, 2024 at 7:07 PM

    Hi Chris,

    Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

    In the meantime, reach out again if you need any more help.





  • Jefferson JotForm Support
    Replied on June 25, 2024 at 7:26 PM

    Hi Chris,

    When I cloned and tested your form, the same thing happened for me. After investigating it a bit, I found a solution. It's really easy to fix. Let me show you how:

    First, we need to disable the Jotform Sign feature on your form so we can enable the edit link option. Here's how to do it:

    1. In Smart PDF Forms Builder, click on the Settings tab in the blue navigation bar at the top of the page.
    2. Click on the Jotform Sign tab on the left side of the page.
    3. Turn off the Enable Jotform Sign Automation option on the Jotform Sign window. Need to Send SmartPDF Form for eSignature After Form Submission Image 1 Screenshot 120

    Next, we need to insert a Get Form Page URL widget. Here's how to do it:

    1. In Smart PDF Forms Builder, click on the Build tab in the blue navigation bar at the top of the page.
    2. Click on the Widgets tab on the left side of the page.
    3. Search for the Get Form Page URL widget and drag it to your form. Need to Send SmartPDF Form for eSignature After Form Submission Image 2 Screenshot 131
    4. Click on the Get Form Page URL widget and the gear icon to open properties. Need to Send SmartPDF Form for eSignature After Form Submission Image 3 Screenshot 142
    5. In the Questions Properties, go to the Advanced tab.
    6. In the Advanced tab, enable the Hide Fields option. Need to Send SmartPDF Form for eSignature After Form Submission Image 4 Screenshot 153

    Next, we need to add a condition where the hidden fields will show up after the user clicks the edit link. Here's how to do it:

    1. Click on the Settings tab in the blue navigation bar at the top of Smart PDF Forms Builder.
    2. Select Conditions on the left side of the screen.
    3. Click +Add a New Condition.Need to Send SmartPDF Form for eSignature After Form Submission Image 5 Screenshot 164
    4. Select Update/Calculate Field and then set the conditions just like you see below: Need to Send SmartPDF Form for eSignature After Form Submission Image 6 Screenshot 175

    Next, we need to edit the Autoresponder Email notification to add the Edit Link. Here's how to do it:

    1. Click on the Settings tab in the blue navigation bar at the top of Smart PDF Forms Builder.
    2. Select Emails on the left side of the screen.
    3. Click on the pen icon to edit the Autoresponder email.Need to Send SmartPDF Form for eSignature After Form Submission Image 7 Screenshot 186
    4. Go to the Email tab and click on the Insert Row After option.
    5. Click on the + Form Fields button and select Edit Link.
    6. Add the label Edit Link to the left of the cell that has the text {edit_link}.
    7. Click on the Save button. Need to Send SmartPDF Form for eSignature After Form Submission Image 8 Screenshot 197

    Here's the sample output:

    Need to Send SmartPDF Form for eSignature After Form Submission Image 9 Screenshot 208

    Need to Send SmartPDF Form for eSignature After Form Submission Image 10 Screenshot 219

    Need to Send SmartPDF Form for eSignature After Form Submission Image 11 Screenshot 2210

    Thanks for your patience and understanding, we appreciate it.


 
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