What DocuSign plans are compatible with Jotform for adding a digital si

What DocuSign plans are compatible with Jotform for adding a digital signature to my form?

Hi The Vishrant Buddhist Society,

Thanks for reaching out to Jotform Support. We're unsure of what DocuSign plans are to offer. But we do have a DocuSign widget that you can use to add an E-signature to your form. You can also check out this article about the E-signatures available in Jotform.

Reach out again if you have any other questions.

Hi The Vishrant Buddhist Society,

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.

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.

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.

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.

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.

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.

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.

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

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.

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

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

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 Signature, Waiting for Others, Completed, Canceled, and Declined.

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