How to pre-populate fields in the Sign Documents with the data collected in form?

  • Baccianella
    Fecha de consulta 7 de noviembre de 2023, 13:14

    Buonasera,

    Avremo bisogno di sapere se, una volta il cliente compila e invia il modulo, si potrebbe auto generare e auto compilare (con i dati inseriti sul modulo), un documento caricato sulla sezione "I miei documenti di firma".

    Oppure avremo bisogno di sapere quale integrazione possiamo utilizzare per auto compilare un documento (sempre dopo l'invio del modulo).

    In attesa di Sue,

    Cordiali saluti.

  • Angeli Jotform Support
    Fecha de respuesta 7 de noviembre de 2023, 15:39

    Hi Baccianella,

    Thanks for reaching out to Jotform Support. Unfortunately, our Italian 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 Italian, 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.

    Now, let me help you with your question. Unfortunately, it's not possible to prefill or prepopulate the Sign Document fields with the value from the form fields. While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. I've gone ahead and escalated your request to our Developers. When or if it's implemented depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know.

    Reach out again if you have any other questions.