About Form: Add an e-sign to form

Goedemiddag,

Ik heb een paar vragen met betrekking tot mijn zoektocht naar de juiste software voor onze website.

We willen hier graag een e-sign functie toevoegen, waarbij klanten:

• standaard documenten kunnen invullen en ondertekenen.
• zelf een document uploaden voor ondertekening door diverse mensen.
• klanten documenten kunnen kopen, ondertekenen, betalen en downloaden.

Zijn deze functies mogelijk met jullie software? Ik zag de sign add-on voor online tekenen, maar kan het ook zo zijn dat mensen zelf iets uploaden en dan tekenen? Of is dit alleen mogelijk als wij het document aanpassen en er een sign veldje aan toevoegen?

Zoals je ziet wil ik ook graag een betaal functie, dat mensen dus betalen voor een professioneel document wat ze vervolgens ondertekenen en kunnen downloaden. Kan dit met jullie software?

Ik hoor graag of dergelijke opties kunnen.

vriendelijke groeten

Hi Haiko,

Thanks for reaching out to Jotform Support. Unfortunately, our Dutch 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 Dutch, 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. If you want the respondents to sign your form, yes, it is possible by using the Signature Form Widget, Let me show you how to do it:

1. In Form Builder, click on the Add Form Element menu on the left side of the page.
2. Under the Basic tab, scroll down and drag and drop the Signature element to your form. That’s it.

It is also possible to accept payments here on Jotform, we have a lot of Payment gateways that you can use, Let me show you how to do it:

1. Click on the Add Form Element menu on the left side of the Form Builder page.
2. Under the Basic tab, scroll down and drag and drop the Product List element to your form.

Now, let's connect your PayPal account with your form:

1. Again, click on the Add Form Element menu on the left side of the page.
2. Under the Payments tab, choose one of the PayPal options.
3. In the panel on the right side of the page, click on Connect. This will take you to the PayPal page.
4. Now, enter all of the necessary information and connect your PayPal account with your form. That's it. You're done.

If you are referring to the PDF documents that the respondents can receive/download after filling out the form, it is also possible to use thee the Thank You Page, Let me show you how to do it:

1. In Form Builder, click on the Settings tab and click on the Thank You Page on the left menu.
2. In the Thank You Page menu, click on Action Buttons, click on Download PDF, select Default PDF in the PDFs to be Downloaded dropdown menu and click on Create.
3. Now, anyone filling out your form will be able to download their answers:

You can also add the Download PDF option to the Autoresponder Email. Let me show you how:

1. In Form Builder, click on the Settings tab and click on Emails in the menu on the left.
2. Hover your mouse over your Autoresponder Email and click on the Pencil icon.
3. Click on the bottom cell in the table and then select Insert Row After.
4. Now just click on the empty cell, click on Form Fields, and click on PDF Link.
5. Now, anyone filling out your form will get an email with a link to download the submission PDF:

You can check this guide about Signature Form Widgets.

You can also check this link about FAQs for Online Payment Forms.

We also have a guide about Using Action Buttons on Thank You Pages that you can check out.

Let us know if there’s anything else we can help you with. 

Hi Camilla, thanks for your quick and clear reply. It looks like its just the thing we might need!

One more question though: is it possible for people to upload a document and then let somebody else, or multiple persons, sign it online on our site via link sharing? For example somebody has a contract and wants that signed by 3 other people. Can it be uploaded on our site and shared for signing? Or do we need something special for this, as we do need some form of sign field right?

Hope you can clarify this. Thanks!

Hi Haiko,

Thanks for getting back to us. If you want the respondents to sign the same document, I suggest using the Jotform Sign.

We've made a small guide explaining the main aspects of Jotform Sign that you might find helpful.

1. Creating a Signable Document

• Go to your My Documents page and click on Create Sign Document.
• Next, you can upload your document, or you can use the Demo Document to test it out.
• Then, you can add more documents, or you can continue by clicking on the Create Signable Document button.
• You’ll be redirected to the Jotform Sign Builder page.

Please note that, after creating your document, you can let the system detect fillable fields automatically by clicking on the Detect Fields button, or you can manually add fields from the menu on the left after dismissing the popup message.

2. Adding Fields Manually

• In Jotform Sign Builder, click on the Add Fields button on the left side of the screen.
• Then just drag and drop elements from the menu that opens on the left into your document. Although there’s no limit to the number of elements you can add, having too many fields might negatively affect the performance of your document.

3. Editing Fields

• In Jotform Sign Builder, select the related field and click on the Gear icon below the field.
• In the menu that comes up, you can make changes to the field. For example, you can change the Field Name, and you can set options based on the element you’re using.

4. Assigning Fields

• You can easily assign, edit, add, and delete roles just by clicking on the Assign Field To button.
• After clicking on it, a window will open. When it does, you can make your changes.

5. Changing the Document Title

• In Jotform Sign Builder, click on Settings in the green navigation bar at the top of the page.
• Under the General Settings tab, you can edit the document’s title in the Document Title text area.

6. Customizing the Email Settings

• In Jotform Sign Builder, click on Settings in the green navigation bar at the top of the page.
• Then, click on Email Settings.
• In the Email Settings section, you can edit both the Email Subject and Email Message.

After completing the steps above to customize the email settings, your email will look like the one below:

7. Publishing the Document

• In Jotform Sign Builder, click on Send in the green navigation bar at the top of the page.
• In the Send To Sign section, you can easily send your document so people can sign it.
• All you need to do is enter a name and email address in the related fields.
• Then, click on Send To Sign.

You can also see a list of your Sent Documents as well at the bottom of the Send section:

Also, you can send Reminder Emails, set an Expiration Date, add a CC Recipient, and enable Signer Delegation under the Options tab:

8. Tracking Documents

• Go to your My Documents page and select your document.
• Then, click on Signed Documents.
• This will automatically redirect you to the Jotform Sign Inbox.
• In the Jotform Sign Inbox, you can see all of your documents. They may be listed under several tabs, such as Waiting for My Signature, Waiting for Others, Completed, Canceled, and Declined.

Unfortunately, currently, it is not possible to include an upload field in Jotform Sign documents that would allow users to upload a document and sign it. But rest assured, we’re continually working to add new services and features to Jotform. 

You can check this guide about How to Use Jotform Sign.

Let us know if there’s anything else we can help you with.