Support_Customer_adminAnswered on October 02, 2023 11:22 AM
I wanted to know if I can upload a form into JotSign and save it as a template to send to all my clients in the future. If so what tier plan do I need to be able to do this
Elbert John Agaton JotForm SupportAnswered on October 02, 2023 12:39 PM
Thanks for reaching out to Jotform Support. You can upload documents to be signed, then this will be automatically saved to your My Sign Documents page. You can still do this as a Starter user, but you will be limited to 5 monthly signed documents. Furthermore, you can check out the limits to the other plans as well here.
Here's how to share or to send an invite:
- In the Sign Builder, in the green navigation bar at the top of the screen, click on Send.
- Click on Send to Sign on the left side of the screen, and click on Send to Sign Documents.
- Fill out the Manage Singers, and click on Send to Sign.
Give it a try and let us know how it goes.