Can your software do what I'm looking for?

  • Profile Image
    Derek 
    Asked on August 22, 2016 at 03:36 PM

    Hello,

     
    Looking to create a Human Resource onboarding form for our distributors.   We would want to be able to do the following, and wanted to see if you can accommodate this via your software;
     
    Collecting basic demographic info (name, address, email, phone, etc.) Collecting Distributor relationship info (number of employees, types of physicians they call on, types of insurances those physicians see, etc) Sign forms - This is important!  The ability to have them be able to fill out their w-9 and direct deposit form and sign it as part of the form.  Also, the ability of them to sign their Agent Agreement.  This is basically like an Adobe Echo sign feature or a Docusign feature that would be a section of the form. Ability to upload or take a photo - This would be to take a picture of a voided check for the direct deposit form.
     
     
    Please let me know if your software has these capabilities!  Much appreciated!

     

  • Profile Image
    Welvin
    Answered on August 22, 2016 at 05:35 PM

    Definitely, Jotform can do your requirements. The fields for collecting basic information are in the form builder. You may consider creating your form after receiving this reply.

    For signing up the forms, we actually have the Adobe Echo sign in our widget section:

    https://widgets.jotform.com/widget/adobe_dc_esign_services

     

    You can also use the following e-Signature widgets:

    https://widgets.jotform.com/widget/signature

    https://widgets.jotform.com/widget/smooth_signature

    https://widgets.jotform.com/widget/sigplus

    https://widgets.jotform.com/widget/initials

     

    For taking up a photo, you have to use our file upload fields or widget, the following guide should help you with that:

    https://www.jotform.com/help/332-How-to-create-upload-forms 

     

    Please try all the options and let us know if you have any further questions.

  • Profile Image
    jonathan
    Answered on September 11, 2016 at 04:48 PM

    Good news! DocuSign widget is now available: https://www.jotform.com/blog/244-Introducing-the-JotForm-DocuSign-Widget 

    Jotform docusign

    Let us know if you have any question, we will be glad to assist you.