How do I import PDF forms and add the Docusign widget?

  • Profile Image
    joclark
    Asked on September 27, 2016 at 10:04 PM

    They are company forms but they go out for signature.  So would like to clone them for easy sending with the Docusign widget so they can easily legally and digitally sign them and return them.  Thanks!

    Jo Clark

  • Profile Image
    Charlie
    Answered on September 28, 2016 at 02:42 AM

    You can import PDF forms to JotForm, however, those PDF forms will not be editable using our form builder, this is because they do not have the same structure. 

    Here's what I meant, you can check the fillable PDF feature here: https://www.jotform.com/fillable-pdf-form-creator/ 

    When you click the "Create a Fillable PDF Form", you'll have three options:

     

    The "Convert PDF Form" will allow you to import your existing PDF forms, however, they will not be editable in our form builder.

    Here's how it looks like once imported:

    You can see below that there's no "Edit Form" option, there's only "Download PDF". 

     

    To use the imported fillable PDF form, you need to download the one in JotForm. You will see these options when you download it:

    This is the main feature of uploading/importing PDF forms, it allows you to collect submission using the PDF form itself.

     

    With that in mind, you cannot add a DocuSign widget on the imported PDF form, because imported PDF forms can't be edited in our form builder. I strongly suggest recreating the form using our form builder from scratch. With that, it allows you to take advantage of all the features, apps, widgets that we offer. You can also simple convert the form to a fillable PDF as mentioned in this guide: https://www.jotform.com/help/312-Fillable-PDF-Everything-you-need-to-know-about-JotForm-Fillable-PDF-Creator 

    I hope that helps