How to print Sign Document for physical signing

  • Remorques_lewis
    Demandé le 26 octobre 2023 à 10:52

    Bonjour

    Nous avons des dossiers physique pour nos ventes et j'aimerais pouvoir

    • Imprimer mon contrat avant signature si mon client n'est pas disponible pour la signature électronique.
    • Imprimer mon contrat une fois signé en PDF pour le joindre à mon dossier numérique et physique

    Merci et bonne journée

    Justine

  • Chris_L Jotform Support
    Répondu le 26 octobre 2023 à 13:17

    Hi Justine,

    Thanks for reaching out to Jotform Support. Unfortunately, our French 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 French, 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, there is no built-in feature that will allow you to print the Sign Document is not yet competed. But there is a workaround that I would like to suggest to you, I'll walk you through setting that up:

    1. Remove all the fillable fields in the Sign document and add a Name field.

    How to print Sign Document for physical signing Image 1 Screenshot 20

    2. Make sure to remove the Required option on the Name field.

    Convert Sign document to PDF document without user data Image 2 Screenshot 131 Screenshot 31

    3. Select on Send menu, under the Send to Sign tab, click on + Send Document to Sign.

    Convert Sign document to PDF document without user data Image 3 Screenshot 142 Screenshot 42

    4. In the Recipients tab, add a text on the fillable Name and enter your full email address.

    5. Click on Send to Sign button.

    Convert Sign document to PDF document without user data Image 4 Screenshot 153 Screenshot 53

    6. You will receive an email. Click on Review & Sign Document button.

    Convert Sign document to PDF document without user data Image 5 Screenshot 164 Screenshot 64

    7. You can just add a space using your keyboard, one for First Name and one for Last Name. Since we were able to make the Name field not required.

    8. Click on Sign & Complete button.

    Convert Sign document to PDF document without user data Image 6 Screenshot 175 Screenshot 75

    9. On the pop-up menu, click on Accept and Send button.

    Convert Sign document to PDF document without user data Image 7 Screenshot 186 Screenshot 86

    10. You will be notified that you have successfully signed the document.

    Convert Sign document to PDF document without user data Image 8 Screenshot 197 Screenshot 97

    11. Go to the Sign Inbox page of your Sign Document.

    Convert Sign document to PDF document without user data Image 9 Screenshot 208 Screenshot 108

    12. In the Sign Inbox page, click on Download button on the top right corner of the screen.

    13. Select Signed Document option.

    Convert Sign document to PDF document without user data Image 10 Screenshot 219 Screenshot 119

    14. You will be redirected to the printable version of your Sign Document.

    Convert Sign document to PDF document without user data Image 11 Screenshot 2210 Screenshot 1210

    As for the Sign Document ID, you can use a PDF Editor to hide or remove the Document ID in the top right corner of the PDF Document.

    Give it a try and let us know how it goes.

  • Remorques_lewis
    Répondu le 26 octobre 2023 à 13:36

    Thank you