Can I complete the Jotform and then send to the customer to sign via Docusign widget

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    EMCSecurityEMC
    Asked on March 07, 2018 at 09:09 AM

    https://form.jotform.com/80645717063155

     

    I'd like our sales team to complete this form, then send to the customer to sign.  How can we do this using the Docusign widget?  Thanks.

     

    Jennifer Kimble

    EMC Security

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    Marvih
    Answered on March 07, 2018 at 11:46 AM

    Here's what I think.

    1. Add Get Form Page URL widget to your form and set it Hidden.

    15204404941408.png

    2. Set the Docusign widget as Hidden as well.

    15204405041409.png

    3. Setup your Autoresponder notification and add the Form's Edit Link/URL.

    https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email

    You can also customize the text of your Edit Submission link. Kindly check this guide https://www.jotform.com/help/357-How-to-Change-the-Text-of-the-Edit-Link-in-Your-Email-Alerts

    15204406411410.png

    4. Then, add a Show/Hide condition that will trigger if the Form URL contains a "edit" word. Then it will show the Docusign widget.

    https://www.jotform.com/help/316-How-to-Show-or-Hide-Fields-Base-on-User-s-Answer

    15204407361411.png

    5. You can add additional condition too like, locking the fields when the customer clicks the URL/Link to prevent them from modifying the data filled by your Salesteam.


    I have cloned your form and here is a sample of it https://form.jotform.com/80654519759975.

    Let us know if there is anything that we can help or if you wanted need other workaround and suggestions.

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    EMCSecurityEMC
    Answered on March 07, 2018 at 02:37 PM

    Thank you.  I will test this out.  


    I would like to be able to lock the fields when the customer clicks the URL/Link but I can't figure out how to set that up in Conditions.  Can you help?  Thanks.

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    Marvih
    Answered on March 07, 2018 at 03:10 PM

    For your Form Calculation widget which are used in calculating the Total, Tax and Total Due. You can disable inputs in the results to avoid your sales team and customers to manually change the values.

    Please check the screencast below on how to do it.

    15204530111426.gif


    To lock other fields, you can use Enable/Required field condition.

    15204532801428.png


    You can set the condition like the sample image below. That condition will lock Name, Address and Nearest Cross-street. 

    You can add more fields to get locked by clicking the button.

    15204533041427.png


  • Profile Image
    EMCSecurityEMC
    Answered on March 07, 2018 at 04:53 PM

    This help has been great.  I appreciate it.  One last question, how do I hold the Auto-Responder email that goes to the Sales Person until the customer has signed the Docusign?  And if that's not possible, how can I set up another email to be sent once the Docusign is signed.  


    OH - one other thing.  I put my Docusign account in the form while I was building and testing but it actually needs to be linked to another account - but even if I delete and re-add the widget, it won't let me change the account.  Can you help with this as well?  

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    Mike
    Answered on March 07, 2018 at 05:17 PM

    This help has been great.  I appreciate it.  One last question, how do I hold the Auto-Responder email that goes to the Sales Person until the customer has signed the Docusign?  And if that's not possible, how can I set up another email to be sent once the Docusign is signed.

    Your email condition based on the DocuSign widget should work properly.

    OH - one other thing.  I put my Docusign account in the form while I was building and testing but it actually needs to be linked to another account - but even if I delete and re-add the widget, it won't let me change the account.  Can you help with this as well?  

    Try to log out from the Docusign website and then set up the widget again.

    Alternatively, open the form editor in a private browser window.

    If you need any further assistance, please let us know.


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    EMCSecurityEMC
    Answered on April 13, 2018 at 04:54 PM

    Hello - this worked great!  


    One other question:  The form the customer gets in order to sign will allow them to edit.  Is there a way for me to lock certain fields so they can’t edit them?  Thank you!

     

  • Profile Image
    Jim_R
    Answered on April 13, 2018 at 05:35 PM

    I believe your last question was already discussed here. Let me paste the part where this was handled in case you missed them:

    To lock other fields, you can use Enable/Required field condition.

    You can set the condition like the sample image below. That condition will lock the Name, Address and Nearest Cross-street.

    You can add more fields to get locked by clicking the button.

    15204533041427.png

    Related guide: How-to-Enable-Disable-Fields-Using-Conditional-Logic

  • Profile Image
    EMCSecurityEMC
    Answered on April 13, 2018 at 05:43 PM
    Hello,
    I have a question regarding this below. The form the customer gets to sign will allow them to edit. Is there a way for me to lock certain fields so they can’t edit them? Thank you!

    Best Regards,
    Jennifer Kimble
    Marketing & Communications Manager
    EMC Security
    55 Satellite Blvd NW
    Suwanee, GA 30024
    770-963-0305 x131
    www.emcsecurity.com
    [EMC Security sign logo with NO website - white background only higher res]
    ...
  • Profile Image
    Jim_R
    Answered on April 13, 2018 at 07:23 PM

    To avoid further confusion, I'm moving this topic to a separate thread. You can follow the thread using the link below:

    https://www.jotform.com/answers/1444538