Send client pre-filled forms before they sign?

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    Russi_Paula
    Asked on June 23, 2020 at 10:06 AM

    Hi, 


    I was wondering if there was a way for me to pre-fill the forms with the info that I need and then send it to the client for review before they sign it, almost like what Docusign can do. 

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    jherwin
    Answered on June 23, 2020 at 10:31 AM

    You can prefill your form using URL parameters and then share the link with them. Please check this guide for more information: Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters

    You can use this app to prefill your form and generate the link for it: https://prepopulate.jotform.io/

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    Russi_Paula
    Answered on June 23, 2020 at 11:07 AM

    Thanks! This seems to do exactly what I'd like. It doesn't look like it keeps my conditional formatting rules, am I correct? 


    Also, how do I find this app through Jotforms if I don't have the link handy? 


  • Profile Image
    Anita_K
    Answered on June 23, 2020 at 11:41 AM

    Hi,

    prepopulating a form through the URL shouldn't affect your conditions. The only time they could get in conflict if you have a condition inserting a value into a field, and you are populating the same field with a different value via the URL.

    If you don't have a link, you can also find the App by opening Apps & Integrations from your home page:

    Here you can search for the Prepopulate App:

    I hope this helps, please let us know if you have any further questions.

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    Russi_Paula
    Answered on June 23, 2020 at 12:55 PM

    Thank you all!

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    IvayloK
    Answered on June 23, 2020 at 01:36 PM

    On behalf of my colleagues, you are most welcome.

    If you have any other questions or concerns, please do not hesitate to reach out again.