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Brandon_GriffinAsked on September 19, 2024 at 3:54 PM
I have created a template on Jotform Sign with myself setup as a signer. I have set myself up as a signor not for an actual signature but only so I can fill out customized details of the client for each contract (Scope of Services, Pricing etc.)
I would like to send the client a link to the contract rather than an email but only after I've completed my sign of the contract first.
How can I "sign" my part first and then send the client the contract as a link with my part already completed?
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Abdul JotForm SupportReplied on September 19, 2024 at 4:29 PM
Hi Brandon,
Thanks for reaching out to Jotform Support. Unfortunately, the feature you’re looking for isn’t currently available, but rest assured, we’re always working to add new services and features to Jotform. If you have a single signer, you can use the sharing link feature, and it will allow you to send the link to the signers directly instead of sending it via email invitation. The invitation link can also be published or shared on different platforms instead of individually sending an invitation. But if you have multiple roles in your Sign Document, you can only use the Send To Sign feature to share your document via email. After you've successfully signed the document, the user will receive an invitation email to complete the contract, and you can customize that email from the Settings menu:
Let us know if you have any questions.