Signature Form Element

  • info544
    Asked on May 26, 2022 at 5:23 PM

    Is this signature legally binding for a release of liability?

  • CJ_G
    Replied on May 26, 2022 at 7:35 PM

    Hello info544,

    Thanks for using Jotform. The Signature field is used for collecting signatures from the form submitters/users. If you need the form to serve as a backing document for legal purposes, enabling PDF attachment to your email notifications can be done so that once a user submitted and signed the form, you can download a PDF version of the submission with all the data entered in the form.

    If you need further assistance, please let us know.

  • Gabriela JotForm Support
    Replied on October 4, 2022 at 4:39 AM

    Hi info544,

    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.

    HAgebtTQ90ZwRxovIakBU420MSBAoZ2yxZxpJVui Screenshot 10

    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.

    YNEY0CwniK4VQIfzs8ldbZOAQgROJs5 43VoBNRD Screenshot 21

    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.

    HqYraaT47lcc0Akk5j3lSAXHHWavU9qJ535df8FF Screenshot 43

    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.

    Aztk9W Fv5IJz LvKqIwCsOFWl9Yj90f 03RKFIh Screenshot 54

    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.

    GnspjNb2xwuGuJXbEiEibAPwLnOCpPVFCam T9dl Screenshot 65

    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.

    VKvTkPpPDH3AjolbgxstIglz FIRojmYAcOj RTL Screenshot 76

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

    K3ywMksUQnHGGwU9tnVsknKc3InrAbestGoUAFUx Screenshot 87

    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.

    Dq fY2NJn Fhk52BuSxbWlqfjGLe3W8ay17xcbfG Screenshot 98

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

    uJ9KtR53gJyTnRg53cOnbo17HYYq Afb064l8tq7 Screenshot 109

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

    hjFmlYw82T3yI7Z86uCSb20H8o0XY5GrUfqZPhUq Screenshot 1110

    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.

    xkxP72t71AcuhEFh2uP39yVX4Rh3Ngns0pY 6rD9 Screenshot 1211

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