We are looking for a solution that will integrate into our existing sof

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    Jeff Ifland
    Asked on July 22, 2020 at 01:05 AM

    We are looking for a solution that will integrate into our existing software, will be legally binding, and is done in real time without accounts set up ahead of time. It does not work for us to send an email with the document (or a link) for the person to sign.Potentially we would be able to capture an actual signature on a mobile device (phone) be able to store and tie that to the collection of data that they are signing for (or to a electronic document), and that this would be legally binding. We do need to have multiple people be able to sign the same form in this way in the same time frame.If you are aware of any products out there that would meet or approach these needs, or if there are alternative approaches we may not have through of, we would greatly appreciate the suggestions!



    This is a re-post of a comment on How do E-signatures Work?

  • Profile Image
    Richie
    Answered on July 22, 2020 at 04:11 AM

    You may add signature fields in you form as this is legally binding to most countries.

    https://www.jotform.com/widgets/signature

    Also,Jotform Forms are mobile responsive.

    Here is a sample form:

    https://form.jotform.com/202032392284044

    You can also create a workflow of your form.

    Guide:https://www.jotform.com/blog/how-to-create-an-approval-workflow-for-jotform/

    Please check it out and let us know your thoughts.

  • Profile Image
    Buzz
    Answered on October 07, 2022 at 03:27 AM

    Hi Jeff,

    Thanks for using Jotform. We have great news for you. We’ve recently launched Jotform Sign, a powerful e-signature product that allows anyone to collect legally binding, E-Sign- and UETA-compliant signatures. Jotform Sign’s easy-to-use user interface and automated workflows differentiate it from other e-signature tools.

    We’ve created a short guide that explains the main aspects of Jotform Sign.

    1. Creating a Signable Document

    • Go to your My Documents page and click on Create Sign Document.
    • Next, you can upload your own document, or you can use the Demo Document to test it out.
    • Then, you can add more documents, or you can continue by clicking on the Create Signable Document button.
    • You’ll be redirected to the Jotform Sign Builder page.

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    Please note that, after creating your document, you can let the system detect fillable fields automatically by clicking on the Detect Fields button, or you can manually add fields from the menu on the left after dismissing the popup message.

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    2. Adding Fields Manually

    • In the Jotform Sign Builder, click on the Add Fields + button on the left side of the screen.
    • All you need to do is drag and drop elements from the menu that opens on the left into your document. Although there’s no limit to the number of elements you can add, having too many fields might negatively affect the performance of your document.

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    3. Editing Fields

    • In the Jotform Sign Builder, select the related field and click on the gear icon below the field.
    • In the menu that comes up, you can make changes to the field. For example, you can change the Field Name, and you can set options based on the element you’re using.

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    4. Assigning Fields

    • You can easily assign, edit, add, and delete roles just by clicking on the Assign Field To button.
    • After clicking on it, a window will open. When it does, you can make your changes.

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    5. Changing the Document Title

    • In the Jotform Sign Builder, click on Settings in the green navigation bar at the top of the page.
    • Under the General Settings tab, you can edit the document’s title in the Document Title text area.

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    6. Customizing the Email Settings

    • In the Jotform Sign Builder, click on Settings in the green navigation bar at the top of the page.
    • Then, click on Email Settings.
    • In the Email Settings section, you can edit both the Email Subject and Email Message.

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    After completing the steps above to customize the email settings, your email will look like the one below:

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    7. Publishing the Document

    • In the Jotform Sign Builder, click on Send in the green navigation bar at the top of the page.
    • In the Send To Sign section, you can easily send your document so people can sign it.
    • All you need to do is enter a name and email address in the related fields.
    • Then, click on Send To Sign.

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    You can also see a list of your Sent Documents as well at the bottom of the Send section:

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    In addition, you can send Reminder Emails, set an Expiration Date, add a CC recipient, and enable signer delegation under the Options tab:

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    8. Tracking Documents

    • Go to your My Documents page and select your document.
    • Then, click on Signed Documents.
    • This will automatically redirect you to the Jotform Sign Inbox.
    • In the Jotform Sign Inbox, you can see all of your documents. They may be listed under several tabs, such as Waiting for My SignatureWaiting for OthersCompletedCanceled, and Declined.

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    Give it a try and let us know how it goes. We’d love to hear your feedback about Jotform Sign.