Sending a Sign Document to attach a link via email

Hello,

The way we currently send out documents to sign is to attach a link via email. I was wondering if I would need to create a new document link for each email recipient.

Hi Sean

Thanks for reaching out to Jotform Support. I understand that you currently sending out documents to sign to attach a link via email. Yes, you can share the signed document form with a link. However, all signer's roles must be assigned the same. 

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 own 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.

Give it a try and let us know how it goes. We’d love to hear your feedback about Jotform Sign.

Okay, So if I were to attach a link of the sign document to the body of an email and send that to somebody and then use the same link in another email to a separate person, they would both be able to sign their own unique documents? Or would I have to generate a new link for each person?

Hi Sean,

Thanks for getting back to us. If you would attach a link to the signed documents and send it to somebody they will both sign their unique documents. You do not need to generate a new link for the person.

Reach out again if you need any other help.

Okay Thank you very much