Need to create contracts with e-signatures and document uploads

  • gjcrook
    Asked on May 18, 2018 at 4:26 PM

    Hi there! We are a general contractor and are looking for a way to get subcontractor agreements filled in, signed & returned to us. Along with the signed subcontractor agreement we need a few documents from our subcontractors. We need for them to be able to upload an insurance certificate, and a W-9 form. If they don't have a W-9 form to upload, we'd like to be able to direct them to that form which they could fill out, then return to the original form, the subcontractor agreement. I thought a fillable pdf would work, then I think I saw those can't be e-signed? What is the best way to accomplish all of this, where do I begin?

  • Jed_C
    Replied on May 18, 2018 at 5:43 PM

    You need to do the following:

    1. Create a form and add an E-Signature widget

    2. Add a file upload element to allow your subcontractors to upload some documents

    3. Create a hyperlink where they will be redirected to download the W-9 form

    Here's a sample form https://form.jotform.com/81376951878979

    Let us know if you have any questions or if you need further assistance.