Signature via DocuSign when signer not present

  • Profile Image
    pinnacleifs
    Asked on May 26, 2017 at 02:16 PM

    Good afternoon,

    I am creating a form that a financial advisor would give to a client to submit to an insurance carrier. The JotForm / DocuSign integration works *beautifully* as it is. It's the perfect solution when there the client is already in the office with the advisor.

    However, I need to figure out a way to have the client sign the form if they aren't present in the office with the advisor. I can think of a way this could work - but I'm not sure if it's actually possible with JotForm alone:

    I add a conditional question before the signature, "Is the client present and able to sign the form?" If they answer "No" then it hides the DocuSign widget, and instead allows the advisor to print the PDF of the form, with a physical signature line in place of the DocuSign widget.

    Better yet would be a way to send the document for signature via DocuSign, but it doesn't look like the widget allows that function.

    Anyway, I'd love some guidance about how to proceed when the person signing the form may not be the person filling out the form, and they may need to sign after the form is filled out.

  • Profile Image
    BDAVID
    Answered on May 26, 2017 at 03:02 PM

    Please consider this solution:

    1) Create an autoresponder: https://www.jotform.com/help/26-Creating-a-Form-Autoresponder, and include the edit link to the submission:

    2) Then create a condition to send it to the client: https://www.jotform.com/help/167-How-to-Send-Email-Based-on-Selection 

    Let us know if you need more help, we will be glad to assist you.

  • Profile Image
    pinnacleifs
    Answered on May 30, 2017 at 11:27 AM

    Thank you