Adobe eSign widget: Option to customize or edit what form fields will be shown in the generated PDF

  • Profile Image
    plazaexecutive
    Asked on August 30, 2019 at 12:39 PM

    It seems a field with a default value is not considered blank and so won't hide in the PDF even when a condition makes it inapplicable. We have 11 different scenarios where our contract agreement would change based on conditions. 

    Is there a process I'm missing or is it possible to send a different PDF to Adobe for signature based on the conditions present on the submission?

    I don't see in the widget where differing PDF's can be designated.

  • Profile Image
    JohnRex
    Answered on August 30, 2019 at 01:35 PM

    As checked, you are using a PDF Form for this form: Plaza Executive Suites Service Agreement.

    Please note that conditions are not applicable to PDF Forms. These Fillable PDF forms are filled out using a PDF reader, like Adobe Acrobat or Foxit.

    If the requirement is to provide a PDF copy of the submission to the users, you can attach a PDF document to the email notification. Please refer to this guide on How-To-Include-Submissions-As-PDF-Attachment-In-The-Email-Notifications. By default, empty form fields are being hidden in the PDF Document.




  • Profile Image
    plazaexecutive
    Answered on August 30, 2019 at 01:49 PM

    Hi I'm sorry I didn't specify.  We are using the online form version of the "Plaza Executive Suites Agreement" where conditions are present.  At the end of the form, the user signs via Adobe however that document sent for signature should vary based on the Yes/No combination of answers to the 4 questions:

    1. Are you setting up an Executive Suite today?

    2. Are you setting up Virtual Office Services today?

    3. Will you be using Meeting Rooms?

    4. Would you like to setup Statutory Agent services today?

    If the answer is NO to the question, then the subsequent page detail would not be included in the PDF document sent to Adobe for signature.

    There are 11 different scenario combinations where the PDF document would differ based on the answers to the above questions.

  • Profile Image
    JohnRex
    Answered on August 30, 2019 at 02:32 PM

    Thank you for clarifying.

    So you are referring to the PDF that's being generated by the Adobe e-Sign widget. Unfortunately, there is no option to customize that document. We can only edit/customize the PDF document of a form.

    Let me raise it as a feature request to our developers and see if there's a possibility to make that PDF customizable.

    I may not able to provide you a time-frame as to when or will it be implemented, but you will be informed on this thread for updates. 

  • Profile Image
    plazaexecutive
    Answered on August 30, 2019 at 02:58 PM

    Thank you.  Sorry I'm really new to Jotform and don't fully understand all of the features.

    So in the interim, can I produce (or populate) a different PDF version using logic based on the answers to the same questions I mentioned and handle signatures outside of the online form after submission?

    My end goal is to not create a 12 page Agreement document if only 4 pages are pertinent.

  • Profile Image
    Nik_C
    Answered on August 30, 2019 at 03:20 PM

    You can create different PDF documents with PDF editor and then create several Notifiers/Autoresponders: https://www.jotform.com/help/25-Setting-up-Email-Notifications

    You create as many as you need (how many different PDFs you want to send), and attach each PDF that you want:

    1567192775Screen Shot 2019-08-30 at 9.19

    Then, you can conditionally send each Notifier/Autoresponder based on the condition you set: https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer

    Hope it helps.

    Thank you!