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
Jotform Sign makes it easy to connect your documents with Egnyte so you can automatically store and manage signed files in one place. Integrating Egnyte with Jotform Sign helps keep your completed documents organized and easier to access after the...
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
Jotform Sign Templates help you create signing documents faster by giving you ready-made layouts that you can customize for your own workflow. Instead of building a document from scratch, you can start with a template and update it based on the...
How to Power Your Signature Widget in Your Forms With Jotform Sign
Jotform’s standard Signature Element can also work with Jotform Sign Automation. When enabled, Jotform automatically generates a PDF copy of the form submission with an audit trail after the form is submitted. This helps create a more secure...
How to Set an Access Code for your Documents in Jotform Sign
Jotform Sign lets you add an access code to your Sign documents for an extra layer of security. When enabled, recipients must enter the correct access code before they can open and sign the document. This helps protect sensitive information...
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
Jotform Sign automatically keeps a copy of your completed signing documents once all recipients have finished signing. This makes it easy to access, review, and download signed documents whenever you need them without having to recreate or resend...
How to Set an Auto Reminder for Your Sign Documents
Jotform Sign makes it easy to send automatic reminder emails to signers who haven't completed their documents yet. Instead of following up manually, you can set a reminder schedule and let Jotform handle it for you—saving you time and helping...
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
Jotform Sign makes it easy to connect your documents with webhooks so you can automatically send signing data to another app, system, or custom endpoint in real time. Webhooks help automate your workflow by instantly passing document and...
How to Integrate Jotform Sign With Zoho CRM
Jotform Sign makes it easy to connect your documents with Zoho CRM so you can automatically send signer information to your CRM account. This helps keep your leads, contacts, and customer records updated without needing to enter data manually....
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...