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    How to upload document for clients to sign?

    Asked by Rachel  on May 10, 2016 at 12:58 PM
    I'm trying to figure out if I can upload a document for my clients to sign. I have a cancellation policy that I am trying to get esignature for.
    cancellation document to get
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    JotForm Support

    Answered by Charlie on May 10, 2016 at 02:23 PM

    If your form is the whole contract or agreement that needs to be signed, then you can simply use the e-signature widgets that we have here: https://widgets.jotform.com/search/signature. To add a widget, you can follow this guide: https://www.jotform.com/help/252-How-to-Add-a-Widget-to-your-Form 

    If you wish to upload a document and let them download it for signing, then you can follow the steps below:

    1. Upload it on a file storage service like Dropbox or Google Drive,

    2. Then add the download link using the "Text" field.

     

    3. Now after then sign it, they will need to re-upload it to your form, you can add a file upload field in your form for that:

    Here's a guide on how to create an upload form: https://www.jotform.com/help/332-How-to-Create-Upload-Forms 

     

    I hope that helps. Do let us know if you need more assistance on this.