How to create public inviation link with more than 1 role in Jotform Sign?

  • Pau_prueda
    Fecha de consulta 5 de julio de 2023, 7:12

    Hola, me interesaría poder enviar el formulario para firmar por enlace, pero me dice que no puedo y me da este mensaje: To create a public link, only one role is allowed on your document.


  • Shirized Jotform Support
    Fecha de respuesta 5 de julio de 2023, 9:29

    Hi Pau_prueda,

    Thanks for reaching out to Jotform Support. Unfortunately, our Spanish Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    As for your question, unfortunately, the feature you're looking for isn't available at Jotform right now. It's currently not possible to create a public invitation link in Jotform Sign if there is more than one role on the document. We've gone ahead and escalated your request to our developers, but when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

    Thanks for your patience and understanding, we appreciate it.

  • Pau_prueda
    Fecha de respuesta 5 de julio de 2023, 9:46

    Hi Shirized, thanks for your response.

    So if I just put one role in the document, will it be possible to share the document via link??

  • Alejandro Jotform Support
    Fecha de respuesta 5 de julio de 2023, 10:30

    Hi Pau,

    For you to be able to share the Jotform Sign document using the Invitation link, you must assign all fields to the same signer. Let me show you how:

    • Open Sign Builder on the Build tab.
    • Click on fields that are assigned and make sure they are all assigned to the same signer.

    How to create public inviation link with more than 1 role in Jotform Sign?  Image 1 Screenshot 30

    • That's it, now go to the Send With Link section on the Send tab and click on Create Link.

    How to create public inviation link with more than 1 role in Jotform Sign?  Image 2 Screenshot 41

    Give it a try and let us know if there is anything else we can help you with.

  • Felizio Product Triage Specialist
    Fecha de respuesta 11 de julio de 2024, 1:58

    Hi Pau,

    We are pleased to inform you that the feature you requested has been implemented. You can now create Publick Links for your Sign Document with multiple signers:

    • Under the Send tab in Sign Builder, click on Share With Link on the left side of the page.
    • Choose the first signer role under Step 1: Who are you creating this link for?.
    • Lastly, you can decide on the next signer by entering their info, or you can select the first signer to let them choose.
    • Click on Create Link and that's it.

    How to create public inviation link with more than 1 role in Jotform Sign?  Image 1 Screenshot 20

    Please let us know if you have any questions or if there's anything else we can do for you.