Jotform Sign
Learn how to create, fill out, and e-sign documents online. Discover how e-signatures meet automation with Jotform Sign.
Guides
How to Use Jotform Sign
With Jotform Sign, you can automate the way you collect electronic signatures and simplify your workflow. It comes with features like Signing Order, letting you send documents to multiple signers in a set order. This helps you skip the hassle of...
How to Add an E-Signature to Your Form
Jotform makes it easy to collect e-signatures by offering built-in signature fields right within your forms. First introduced in 2013, the E-signature widget allowed users to capture handwritten signatures before submission. Since then, more...
How to Track the Signing Process of Other Parties
All sign requests are logged at Sign Inbox as soon as you send the document to other parties for their signature. It allows you to track which documents are waiting for your signature, the documents you signed but...
How to Integrate Egnyte With Jotform Sign
Egnyte helps businesses securely store, share, and manage files across the cloud and on-premises. Its platform enhances collaboration, protects sensitive data, ensures compliance, and scales easily to meet growing needs. Jotform Sign...
Does Jotform Sign Offer Legally Binding Signatures?
Jotform Sign is the electronic signature solution that provides the easiest, most automated, and most cost-effective way to digitize paper-based signature processes for small and midsize businesses who want to digitize their works for more time...
How to Send a Document for Signature With Jotform Sign
The Share tab in Jotform Sign Builder is your go-to place for managing and sending documents for signature. In the Share tab, you can add recipients, customize email messages, set reminders and expiration dates, track document status, and more....
How to Use a Sign Template and Customize it in Sign Builder
The Sign Builder does not allow you to customize an uploaded document, so if you want to have a document you can edit to match your branding, Jotform suggests using a Sign Template as it is customizable to your preference. ...
How to Power Your Signature Widget in Your Forms With Jotform Sign
Standard Signature Element now is powered with Jotform Sign. It means that now you can receive a PDF document of the submission with an audit trail by adding a signature field. All you need to start is to add a signature element and click on the...
How to Set an Access Code for your Documents in Jotform Sign
Setting an access code can be a very effective safeguard to keep your documents secure and confidential. Check out the rest of our user guide to learn how to set one. Once you...
How to Set an Expiration Date in Jotform Sign
With Jotform Sign, setting an expiration date can be helpful when sending signers a document with confidential or time-sensitive information. The signer's invitation link will expire after one week by default...
How to Use Auto-Detect Fields in Jotform Sign
When you first upload your document to Jotform Sign, you’ll see a banner at the top asking if you would like the Sign Builder to automatically detect your document for potential fields. This is the...
How to Add a CC Recipient in Jotform Sign
Once you’ve designated your signers and added the appropriate places for them to sign, go to the Send tab. After you fill in your signers names and emails, but before you click Send to Sign, go to the...
How to Restore an Expired Signature Request
Sometimes assigned people couldn't sign the document in time. In this case, you can restore an expired link. If you set an expiration date, however the document is still not signed after the expiration day - don’t worry, assignees can request a...
How to Preview Document From a Different Signer’s Point of View
Before sending the document for signing, you can preview your document and check how it looks from a different signer's point of view. Let us show you how: In the Sign Builder, click on the Preview Document...
How to Allow Signers to Delegate the Document to Other Signers
As part of the automation process, Jotform Sign lets signers forward a document to someone else using the Signer Delegate feature. This allows a recipient to pass the document to another person when needed, for example, if they want a legal...
How to Download Your Signed and Completed Document
You can manage and download your signed documents in Sign Inbox. Here's how: Go to My Documents and select the document. Click Signed Documents to open Sign Inbox. You can also open Sign Inbox...
How to Set an Auto Reminder for Your Sign Documents
You can configure your Sign invitations to automatically send reminders to your signers until their respective invitations are signed, canceled, declined, or expired. Here's how: Go to the Send tab in...
How to Upload Your PDF to Jotform Sign
With Jotform Sign, you can turn your existing PDFs into e-sign documents and collect signatures from your clients with ease. Once uploaded, you can add fillable fields, assign signer roles, and automate the signing process through email or by...
How to Set up a Webhook With Jotform Sign
A webhook is a powerful tool that allows you to build and automate real-time communication between applications. One example is sending your form data, particularly from Jotform Sign, to your endpoint or other apps. Follow the steps below to...
How to Integrate Jotform Sign With Zoho CRM
Jotform Sign is an online electronic signature solution allowing individuals and businesses to digitally create, sign, and manage legally binding documents. Now powered by integrations, Jotform Sign allows you to send data to third-party...
How to Use the Jotform Sign Mobile App
Jotform Sign Mobile puts signature management right in your pocket. Whether you need to sign documents yourself, collect signatures in person, or convert paper forms into digital ones, the app makes it fast, secure, and convenient—all from your...
How to Scan Documents in the Jotform Sign Mobile App
Jotform makes it easy to scan and sign documents right from your phone with the Jotform Sign Mobile App. Whether you’re turning a paper form into a digital document or preparing something to be signed, you can quickly scan, crop, and upload your...
How to Sign In-Person Signatures in the Jotform Sign Mobile App
Jotform makes it easy to collect signatures in person with the Jotform Sign Mobile App. Whether you’re meeting a client, customer, or teammate, you can open your document on your device and have them sign right away—no printing or emailing...
How to Self-Sign a Document in the Jotform Sign Mobile App
Jotform makes it easy to sign documents yourself on the go with the Jotform Sign Mobile App. You can quickly add your signature to contracts, agreements, or any form directly from your mobile device, no printing or scanning required. It’s a...