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Fernandez_LazaroAsked on April 15, 2024 at 1:31 PM
Good afternoon,
I would like to fill out a Form and then send it for signature and date only.
Thank you for your help. Enjoy your day!
Laz
Page URL: https://form.jotform.com/241055228304043 -
Kim JotForm SupportReplied on April 15, 2024 at 3:29 PM
Hi Laz,
Thanks for reaching out to Jotform support. I just want to make sure I got your concern correctly, you wanted to fill out your form then send it to your clients, so they can sign it or is it the other way around? Here's a guide on our Approval process, approval process lets you received an approval and sign the submissions made by your clients.
After we hear back from you, we’ll have a better idea of what’s going on and how to help.
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Fernandez_LazaroReplied on April 15, 2024 at 3:42 PM
Hi Kim,
Yes, I want to fill out the form then have the client sign it.
Thank you for your help. Enjoy your day!
Laz
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Aravir JotForm SupportReplied on April 15, 2024 at 7:50 PM
Hi Laz,
Thanks for getting back to us. You can prefill your form and send the prefilled URL to your client for them to sign. Here's how to do that:
- From your Smart PDF Form Builder, click Publish at the top.
- Next, select Prefill from the left side.
- And then click Manual Prefill.
- Click on Add a New Prefill.
- Fill out the fields you want to prefill and click Create in the upper right corner.
- Finally, click the three dots next to the prefilled form to share the URL. You can copy the link and send it to them directly, and you have the option to send it via email. Please note that if you send the prefilled form via Sen Invitation, they are required to have a Jotform account.
Here's what it looks like on your client's end when they click the prefilled URL:
Check out this guide to learn more about Prefill. If that's not what you're looking for, can you explain a bit more about what you are trying to achieve?
Let us know if you need any more help.