DocuSign Widget: Use the PDF created in the PDF Editor for DocuSign

  • StartYourClaims
    Asked on December 9, 2019 at 10:58 AM

    Good Afternoon

    I have incorporated docusign into one of my webforms and I need to be able to amend the format of the form in which is signed however I don’t know how to do thi

  • Kiran Support Team Lead
    Replied on December 9, 2019 at 2:10 PM

    I am sorry that i didn't understand your query correctly. I see that a PDF document is already created for your JotForm. Do you want to make use of this PDF document in anyway with DocuSign?

    Please provide us with more information so that we can guide you in the right direction. We will wait for your response. Thank you! 

  • StartYourClaims
    Replied on December 9, 2019 at 2:50 PM





    The pdf document that is produced when signing in docusign is not the same as the pdf document I have created. I need to know how to tell docusign to use the pdf document I have produced


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  • Elton Support Team Lead
    Replied on December 9, 2019 at 7:14 PM

    It is not the PDF you created in the PDF Editor and it can't be edited at the moment. The format of the PDF on DocuSign is the same for all forms.

    DocuSign Widget: Use the PDF created in the PDF Editor for DocuSign Image 1 Screenshot 20

     It is possible that this is a limit on the DocuSign's API but I'll escalate this to our developers as a feature request. We'll see if this is possible with DocuSign. Once we have update about this in the future, we'll inform you here.

  • StartYourClaims
    Replied on December 10, 2019 at 8:50 AM
    I have attached a snippet from the Adobe Sign version and this has the option to select a PDF template that will be signed, however the DocuSign one doesn’t, also attached.
    ...
  • StartYourClaims
    Replied on December 10, 2019 at 8:50 AM
    I have attached a snippet from the Adobe Sign version and this has the option to select a PDF template that will be signed, however the DocuSign one doesn’t, also attached.
    ...
  • Richie JotForm Support
    Replied on December 10, 2019 at 9:48 AM

    At the moment, it is not possible to attach a PDF document created in JotForm with DocuSign and my colleague has forwarded a feature request to our developers.

    We will keep you posted via this thread once we have updates regarding the feature.

  • NeilVicente
    Replied on September 4, 2020 at 2:33 AM

    Hi there,

    Apologies for the late update.

    We have just implemented the ability to select a PDF template for your DocuSign widget.

    1599201181docusign pdf Screenshot 10

    Please kindly give it a spin and let us know what you think!

    Best,