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  • Profile Image

    Is there a way to Sign an already signed document?

    Asked by russellprisco on July 17, 2014 at 10:43 AM

    Hi there, I'm looking to have two signatures on a form.  One for my client to sign, and then after the form has been signed and submitted, I would like to sign the already signed form and send it back to them.

    How can I accomplish this (If it's possible)?

    Thanks =)

    document
  • Profile Image
    JotForm Support

    Answered by ashwin_d on July 17, 2014 at 12:51 PM

    Hello russellprisco,

    Yes it is possible to achieve your requirement.

    You need to take advantage of our "Condition" feature to create a conditional auto-responder which will trigger only if the form is signed by you. Here are the steps you should follow:

    1. Create you form and add all the fields including two "Signature" widgets.

    2. Add a "Form Collapse" field in your form before and after the second signature widget which you want to sign.

    3. Add a text box in your form to ask for a pass / access key and based on that only the section with second signature of your form will be displayed (please do not use the word password in the textbox question label). Check the example screenshot below:

    4. Add condition in your form to show / hide the form collapse if the value of the access key matches. The following guide should help you add conditions: https://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic

    5. Add one notification email alert and one auto-responder in your form. Notification email alert will be sent to you to sign the form and the auto-responder to be send to the user. Following guides should help you:

    Add auto-responder: https://www.jotform.com/help/26-Creating-a-Form-Autoresponder

    Add notification:  https://www.jotform.com/help/25-Setting-Up-Email-Notifications

    6. In the notification email alert, you should add a {edit_link} which will allow you to be able to edit and sign the form. Please check the screenshot below on how to add the {edit_link}: 

    7. Add condition in your form to see if the second signature field of your form is filled, then only send the auto-responder emails. Once you submits the form again the auto-responder email will be sent to the user. The following guide should help you on how to send conditional emails:  https://www.jotform.com/help/167-How-to-send-to-a-specific-email-address-based-on-a-selection

    Hope this helps.

    Do get back to us if you have any questions.

    Thank you!

  • Profile Image

    Answered by russellprisco on July 19, 2014 at 12:45 PM

    Thanks =)  I setup the notification to be sent to me, but when setting up the auto responder though, it's asking for an email.  Doesn't the email get sent to the first person that signed?  Or am i supposed to put my email in there? I don't know the other parties' email in advance.

    Or am I misunderstanding the way it's supposed to work?

    Thanks =)

    ---------------------------

    EDIT: I figured out the above part, that it needed to use the email field in the autoresponder.

  • Profile Image

    Answered by russellprisco on July 19, 2014 at 03:44 PM

    Also, Can I make the Access Key Hidden too? Or does that need to stay visible for when I click the edit link to add my signature?

    Thanks =)

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    Answered by russellprisco on July 19, 2014 at 06:18 PM

    Also, I was under the impression that adding the "edit link" as shown here:

    would insert a link in the email notification that I could click on that would take me back to the form to enter in the code and sign it, thus triggering the auto responder...

    But there is no "Edit Submission:" when I receive the notification email.

    Please Advise.

    Thanks! =)

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    JotForm Support

    Answered by Welvin on July 19, 2014 at 11:07 PM

    Yes, you can hide the Acces Key field. While editing the form, click the field, click "Settings" icon, click "Hide Field" from field context menu:

     

    However, I don't think you can then fill this field using the EDIT link. You can edit it in the form submissions though.

     

    With regards to the "Edit Submission:", you have to add the text to your autoresponder email body. Just type it there before clicking the "Edit Link" option.

    Thanks

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    Answered by russellprisco on July 20, 2014 at 08:24 AM

    Hi, thanks for your response.  I get that I can hide the Access Key field by clicking settings and then hide field, but just wasn't sure if it was OK to do in achieving the desired outcome based on following the steps that ashwin_d laid out above.

    As far as the "Edit Submission:", I did type it and then click the field under the other pre-populated fields as was shown in the example, but it did not come through in the email.  I then toggled back and forth with the html/text button, and then the jot form table that the rest of the email data was in disappeared.

    I guess I'm not sure what the EDIT link is for then in the scenario given by ashwin_d. Can you tell me what the purpose is for the EDIT link in the notification section that was outlined in the steps I was originally given by ashwin_d please?

    Just to clarify again, here's what I'm looking to do:

    I have a form that I want to have first signed by someone else, and then after they sign I would be notified so that I could go back and sign it so there would then be 2 signatures on the form, and we would both get copies (or at least they would).

    So I've added the Access Key, made the 2nd signature hidden, set up a notification to be notified when the form has been signed the first time, and setup a conditional auto responder to be sent to the email address in the form after the 2nd signature has been signed (which only shows up when the access key has been correctly filled based on another conditional logic).

    So where does the EDIT LINK come into this?  What is it's purpose?  I assumed that it's purpose was that after someone submitted the form I would get an email letting me know it was filled (and that the first signature was signed) and that the edit link would be in the email, in which case I would click the link, enter the Access Key, sign the 2nd signature that is now revealed from entering the correct access code, and then the user would be sent an email with the results in the autoresponder...

    If that's not correct, can you please make sure I'm on the right track or not and let me know how to reach my desired outcome please?

    Thanks so much for your help!

    =)

  • Profile Image
    JotForm Support

    Answered by Welvin on July 20, 2014 at 09:58 AM

    The EDIT Link is used for you to come back to the form and sign it. After you submit the form, the autoresponder is triggered based on the conditional logic and get sent to the submitter.

    Example EDIT Link from your form submissions: http://submit.jotform.us/form.php?formID=41973911389163&sid=281615473651306648&mode=edit. I'm sorry for my first reply. It seems that the access key is visible to the form. :) 

    You are right with your last statement, that's how the process should work. 

    a. The form will be submitted by someone

    b. You'll get the email containing the EDIT Link as linked above.

    c. You fill the Acces Key field and sign the form again using the e-Signature field. Then submit

    d. The auto responder get sent to the submitter. This submitter will receive all other information, including your signature.

     

    Let us know if you need further assistance.

    Thanks

  • Profile Image

    Answered by russellprisco on July 22, 2014 at 11:14 AM

    OK, so I'm having 3 issues now.

    1: When the first person signs and submits the form, they're getting an email.  I don't want them to receive a copy of the email until after I sign it, which is why I set up the conditional autoresponder.

    2: When I clicked on the edit button in the email button I got and entered my code in the "Access Key" section, the hidden field opened and I saw the field for my signature and the date, but the box for me to sign was not there.

    3: I X'd out of it and clicked the edit link again and the signature form for me to sign WAS there the 2nd time, but then the first signature disappeared.  It is now gone and I cannot finish, because the first signature is no longer there.

    Thanks for your help =)

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    JotForm Support

    Answered by Welvin on July 22, 2014 at 12:30 PM

    I can't seem to replicate the issue. I click on the edit link (same process are yours), all e-Sig's are there. Here's a screenshot:

    Please try this, instead of using the Smooth Signature widget, use the e-Signature which is a regular field (but moved to Widgets section):

    Please update us here if the issue persists.

    Thanks

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    Answered by russellprisco on July 22, 2014 at 03:07 PM

    OK, I'll give that a go, thanks.

    What about #1?

     How do I stop the form from being sent to the user the first time it's signed?

    Thanks =)
  • Profile Image
    JotForm Support

    Answered by david on July 22, 2014 at 04:14 PM

    Hi,

    I have moved your current question to this thread here so we can address it separately.

    http://www.jotform.com/answers/406956

    We will update the new thread with our response.

    Thank you for using Jotform!

  • Profile Image

    Answered by russellprisco on July 22, 2014 at 04:55 PM

    OK thanks.  I'm still having issue number 2 with the new e-signature field for the 2nd signature:

     

    http://screencast.com/t/7aWnpdzqNe

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    Answered by russellprisco on July 22, 2014 at 05:05 PM

    Also, @Welvin, could you please remove the screenshot you posted.  Thanks ;)

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    JotForm Support Manager

    Answered by Jeanette on July 22, 2014 at 11:49 PM

    I've removed the screenshot as per your request. Cheers!  Please follow up on this thread

  • Profile Image

    Answered by russellprisco on July 23, 2014 at 09:28 AM

    Thanks Jeanette. :)

    I see the other thread created in reference to my #1 above (stopping the first email from going out to the form sender)

    I still have an issue with #2 though after changing from smooth signature to e-signature (when I get the notification I set up in my email and click the edit link, it takes me to the page with the first signature and I enter in my "access code" which reveals the place for the 2nd signature (and date) but the box where I'm supposed to sign is just not there (as shown here: http://screencast.com/t/7aWnpdzqNe) )

    Should I start another thread for that or continue the discussion here regarding that?


    By the way, issue 3 (the vanishing 1st signature when I click the edit link in the 1st email notification more than one time) seems to be taken care of by switching from smooth signature to e-signature.
  • Profile Image
    JotForm Support

    Answered by Welvin on July 23, 2014 at 09:35 AM

    Please follow up on this thread with regards to the #2 issue (second e-signature box missing on edit link): http://www.jotform.com/answers/407219

    Thanks