Prefill Sign document with data from another submissions table

  • Greater Houston Community Foundation
    Asked on March 21, 2024 at 11:06 PM

    Is it possible to connect a sign document to a submission table so that data from a form populates into it? we need to send agreements out to multiple people and would want organization name, address, date, approved amount etc to automatically pull into the agreement so they can sign it.

    Page URL: https://www.jotform.com/help/how-to-use-a-sign-template-and-customize-it-in-sign-builder/
  • Mightor JotForm Support
    Replied on March 21, 2024 at 11:49 PM

    Hi , 

    Thanks for reaching out to Jotform Support. I'm afraid it's not possible to prefill a Sign document with data from another form's submission table. But, a workaround is to use a Smart PDF Form, and prefill the fields in there. Here's how you can do that.

    1. Create the Smart PDF Form and set your fields.
    2. Then go to the Publish tab, and create the Tables prefill.
    3. And to easily track and automate the signing process, turn on Enable Sign Automation on the Smart PDF Form.

    Prefill Sign document with data from another submissions table Image 1 Screenshot 20

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