Is there a way to import a DocuSign template as a whole?

  • Profile Image
    Kaitlyn_Rose
    Asked on October 21, 2020 at 06:31 AM
    is there a way to import a docusign template as
    a whole? Or an existing PDF contract? Or do you only allow Docusign
    signatures to be collected?
  • Profile Image
    Mike_G
    Answered on October 21, 2020 at 06:56 AM

    We would like to apologize for any inconvenience. I have checked and I'm afraid that the only PDF template that the DocuSign widget detects is the PDF Document you created on the PDF Editor page of your form. And since there is also no option to import PDF Documents to JotForm aside from when you create a Smart PDF Form from a PDF Form, which will create an Original PDF copy on the PDF Editor page, I'm afraid that it would not be possible to import DocuSign templates as PDF Template in the widget.

    Additional Notes:

    • The Original PDF copy of a converted PDF Form does not also appear as a PDF Template option in the widget.
    • It is not possible to connect the DocuSign widget to the Original PDF Form using this method.

    Feel free to let us know if you need any further assistance.