How can I create a contract template?

  • RosyRosy
    Asked on December 2, 2022 at 5:38 PM

    Hi,


    I am trying to create a template for a contract that I send out all of the time. I need to also be able to sign and date it. It is for independent contractors. I want to be able to just go in and send the email with my signature and date already on it and all they have to do is print, sign and date their portion.


    Thanks!


    Rosy Hernandez

  • Rhina JotForm Support
    Replied on December 2, 2022 at 8:42 PM

    Hi Rosy,

    Thanks for reaching out to Jotform Support. Unfortunately, it is not possible to prepopulate the signature field. You may consider taking a screenshot of your signature and adding the signature using a standard Image field, so that it will be always displayed on your form.

    1670030384 638aa430205d1 638aa43020595 Screenshot 10

    Or if you will be using Jotform Sign and uploading your document. You can upload a PDF document with your signature already on the PDF File.

    As for the date, you can pre-populate the date on the Date Properties under Options. You can do the same step for the Date element on Jotform Signature.

    1670031647 638aa91f6f482 638aa91f6f444 Screenshot 21

    Give it a try and let us know how it goes.

  • Rosy
    Replied on December 2, 2022 at 8:46 PM

    Thanks.

    how do I make it a template so all I have to do is send it to the new person that is being onboarded?

  • Rhina JotForm Support
    Replied on December 2, 2022 at 11:32 PM

    Hi Rosy,

    Unfortunately, it is not currently possible to save the form as a private template on your account. It is possible to save the form as a Public template however it will be added to the collection of Jotform templates and can be accessed by everybody. To share the template publicly you can follow the steps here. Once the form is shared as a template, the template will be for approval and our designated team will decide if the form can be added on the templates list.

    In addition if you would like to send a prefilled form with the data that is already pre populated on the form, you can use the Prefill feature. You can manually prefill the form. Another option is to fetch the data from the existing selected form to create the Prefill URLs by following the steps here. You can also prepopulate form fields with data from a specific table or tab of the chosen form by following this guide.

    While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. 

    I've gone ahead and escalated your request to our Developer Team. When or if it's developed depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know. 

    Let us know if there’s anything else we can help you with.