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B12willinkleAsked on September 25, 2019 at 3:42 PM
Thanks for all your help folks. I have inserted a DocuSign widget into my form. Now after I want to e-mail that exact form to the customer for signature and return to me. How do I do that? If I submit the form first, it sends the form to me. I don't have a way to share the incomplete form with the customer so that it can be signed.
Step by step or tutorial URL please.
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Ivaylo JotForm SupportReplied on September 25, 2019 at 4:59 PM
1. You should add a field on the form, where you will enter the e-mail address of the customer, who should receive the form. So, when you fill the form, you will type the e-mail of the customer.
Then you should create an autoresponder and connect it with the e-mail field. You should also add an edit link in the autoresponder. Here are two guides, which will help you:
https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email
https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date
2. Then you need to activate the "Send on edit" option of your notification.
3. You should also activate the "PDF Attachment" option. So, you will receive a PDF file with the signature of your customer. Here is the guide:
Let us know if you need any further assistance.