Can I send a document signature request on a separate document once I get their emails on a separate form?

  • Star_PropMgmt
    Asked on March 27, 2024 at 8:26 PM

    Hello. I wanted to send a signature request for a separate document once someone fills out my form. How can I automate it? Can I use Zapier?

  • Ryan JotForm Support
    Replied on March 27, 2024 at 11:17 PM

    Hi Star_PropMgmt, 

    Thanks for reaching out to Jotform Support. Can you specify what document are you referring to so that we can provide you with a solution?

    Additionally, you might also be interested in prefilling your form using another form. Let me show you how:

    1. Open your form in Form Builder, then click on Publish in the orange navigation bar at the top of the screen.
    2. Now, click on Prefill in the menu on the left side of the screen, and then select Form Prefill.
    3. Select the form that you want to prefill from, then choose the fields you want to take data from.
    4. Click on Save Settings, and that’s it.

    Can I send a document signature request on a separate document once I get their emails on a separate form? Image 1 Screenshot 20 Once we hear back from you, we'll be able to help you with this.

  • Star_PropMgmt
    Replied on March 28, 2024 at 8:53 AM

    I have a form that collect's data for application. Once they submitted the form, we wanted to send them a document to sign for them to ask their consent.

    Technically, we want to have the consent separately on another document.

  • Mary JotForm Support
    Replied on March 28, 2024 at 9:16 AM

    Hi Star_PropMgmt, 

    Will you be sending a Sign Document? Is the Sign Document a single signer? If yes, you can redirect the user to the sign document upon submission of the form. You can copy the Sign Document link:

    Can I send a document signature request on a separate document once I get their emails on a separate form? Image 1 Screenshot 30

    Then on the Thank You Page, you can redirect the user to the Sign Document URL:

    Can I send a document signature request on a separate document once I get their emails on a separate form? Image 2 Screenshot 41

    Let us know if this works for you.


  • Star_PropMgmt
    Replied on March 29, 2024 at 10:41 AM

    Thanks Mary! This is helpful.