Various documents to sign for tenant sign up

  • Profile Image
    Santosh 
    Asked on January 05, 2019 at 06:25 AM

    Hi, i'm an owner of a real estate business based in Australia and tenancy signups involves hell a lot of forms to create and sign. Currently i'm doing them up manually an uploading them to DocuSign to  get digital signatures

    Is it possible

     

    * To capture required data (like name, phone number, email address ,lese start date, rent, lease terms, etc) through a jot form hosted on your site or my site (internal use only) and have all data pre-filled to various PDFs? 

    Various PDFs include

    1. Lease Agreement template with some standard fields already populated like agency details, phone etc, license details etc.

    2. Rental Bond Lodgement form

    3. Policies

    4. Special Conditions

    5. Bank transfer instructions

    6. others

    *

    Have an option for attaching other important documents like passport copy, drivers license etc to the form.

     

    *

    Somehow route them to get digital signatures by using apps like DocuSign, HelloSign or etc

     

    *

    The final document should be stored in Dropbox

    I realise it may not be a simple ask but i'm sure you like challenges too!

    Happy to send you sample pdf forms for you to review

     

    thanks,

    Santosh




  • Profile Image
    jherwin
    Answered on January 05, 2019 at 07:08 AM

    To capture required data (like name, phone number, email address, lease start date, rent, lease terms, etc) through a jot form hosted on your site or my site (internal use only) and have all data pre-filled to various PDFs?

    You can capture such data using our forms, to create a form please follow the guide below.
    Guide: How to Create Your First Web Form. (It is hosted on our site) 

    However, prepopulating fillable pdf is not possible. You can only prepopulate your form via URL parameters using the direct link of your form.

    You can generate submission as PDF, this will include all fields on your form with the data inputted by the user.

    You can find this to your notification and autoresponder.
    Related Guides:
    Setting up Email Notifications.
    Setting up an Autoresponder Email.
    1546690087PDFattachment.png


    I moved your other question to a new thread so we can assist you better:


    Have an option for attaching other important documents like passport copy, drivers license etc to the form.
    Thread: https://www.jotform.com/answers/1690474.

    Somehow route them to get digital signatures by using apps like DocuSign, HelloSign or etc.
    Thread: https://www.jotform.com/answers/1690475.

    The final document should be stored in Dropbox.
    Thread: https://www.jotform.com/answers/1690476.

  • Profile Image
    Santosh Nune 
    Answered on January 05, 2019 at 07:18 AM

    Hi,


    Can't access the above threads...says unauthorised



  • Profile Image
    jherwin
    Answered on January 05, 2019 at 07:25 AM

    Once your thread is answered, you will receive an email with the answers there. Please open it by email and let us know how it goes.

  • Profile Image
    Santosh 
    Answered on January 05, 2019 at 07:43 AM
    New response received
    Thanks,
    Lease document and other documents are something which are existing pdf’s
    Wondering if it is possible to fill that document with the data we capture
    via the form?
    I’ve attached sample copy of the lease.
    Thanks,
    Santosh
    ...
  • Profile Image
    Santosh 
    Answered on January 05, 2019 at 07:43 AM
    New response received
    Hi,
    I cannot access any of the following threads. It says “Unauthorised access”
    *Thread: https://www.jotform.com/answers/1690474
    .*
    *Somehow route them to get digital signatures by using apps like DocuSign,
    HelloSign or etc.Thread: https://www.jotform.com/answers/1690475
    .*
    *The final document should be stored in Dropbox.*
    *Thread: https://www.jotform.com/answers/1690476
    .*
    ...
  • Profile Image
    jherwin
    Answered on January 05, 2019 at 07:54 AM

    Lease document and other documents are something which is existing pdf’s Wondering if it is possible to fill that document with the data we capture via the form?

    Unfortunately, as I said in my first reply, prepopulating fillable pdf is not possible. You need to create an online form to make users fill out that form then you can generate a PDF report with data on it.

    I’ve attached sample copy of the lease.

    Attached documents did not reach our forum. Please upload it to any uploading site and then post a URL here so we can check and download it.

    I cannot access any of the following threads. It says “Unauthorised access”

    Threads are not set as private so you should be able to open them. Try copying the URL and pasting it into another browser.

  • Profile Image
    Santosh 
    Answered on January 05, 2019 at 08:43 AM
    New response received
    Hi, Is it possible for you to create a template of the pdf’s I need and
    obviously at a cost? These are legal documents don’t think you will have
    the templates for them.
    Various pdfs which needs information prefilled from the form:
    General tenancy agreement:
    https://www.rta.qld.gov.au/Forms-and-publications/Forms/Forms-for-general-tenancies/General-tenancy-agreement-Form-18a
    (download button is half way through)
    Bond lodgement form:
    https://www.rta.qld.gov.au/Forms-and-publications/Forms/Forms-for-general-tenancies/Bond-lodgement-Form-2
    ((download button is half way through))
    I have other pdfs which we created in house with text so that could
    possibly be created using your application?
    ...
  • Profile Image
    jherwin
    Answered on January 05, 2019 at 09:05 AM

    You can create them manually using our New PDF Editor.
    Fillable PDF Creator: https://www.jotform.com/fillable-pdf-form-creator/

    You can also upload your PDF forms to Jotform. This option is now enabled on the following page. Click this URL https://www.jotform.com/adobe-formscentral-alternative/, and then choose import PDF.

    Various pdf's which needs information prefilled from the form:

    Currently, we don't have the option to prefill data in fillable PDF, it works only on online form.

    I suggest creating an online form with the same fields in your PDF template, we can use custom CSS code to replicate the design, fields. Once your users submit the form, you can generate a PDF report. However, the PDF report is not editable.

    You can also customize the PDF report, refer to the guide below.
    How to Customize PDF Submissions Report.

  • Profile Image
    henrydevid321
    Answered on January 05, 2019 at 10:07 AM

    Can't get your post, If you describe it more then it would be possible to understand,or if you want any help then got to McAfee Customer Service.hope they will understand your quarry.