How to Use Jotform Sign

November 17, 2022

Jotform Sign is our new automated solution to collect legally binding signatures. Now you can use the signing order feature to automate your workflows and effortlessly move through signature collecting processes. Jotform Sign will relieve you of the time and effort it takes to collect wet signatures. Let’s check out how it works:

Create a Signable Document from the Form Builder

  1. Click the orange Create a Form button on the left side of the Form Builder.
Image of Jotform's Form Builder with an arrow pointing to the Create Form button on the top left side of the screen.

  1. Click the form layout that says Create Signable Documents.
Image of the Create a Form window in the Jotform Form Builder. The Create Singable Documents option is on the middle right side of the screen.

Create a Signable Document From the Main Menu

  1. Open the main menu and click My Documents.
Image of Jotform Sign Builder menu open with an arrow pointing to the My Documents tile in the right corner.
  1. Then, click the green create sign document button on the left side of the screen.
Image of Jotform Sign Builder with an arrow pointing to the green Create Sign Document button on the left side of the screen.
  1. You will be prompted to upload a document. You can either drag and drop a document from your computer, or click Upload Document to open your file explorer and upload a document. Additionally, you can click Try Demo Document if you want to try it out before you start uploading your own documents.
Upload document button open in the Jotform Sign Builder with an arrow pointing to the Upload Document button.
  1. Once you upload your document, a banner will come up asking if you would like signing fields to be detected automatically. Essentially, Jotform will scan the document and identify any possible fields that may need a signature.
Image of Jotform Sign Builder with a banner at the top asking the user if they would like the Sign Builder to automatically detect signing fields.
  1. After detecting fields, use the add fields menu on the left side of the screen to add different fields to your document. Much like the rest of Jotform’s products, all you have to do to add elements is drag and drop them into the Sign Builder.
Image of Jotform Sign Builder with an arrow pointing to the Add Fields menu on the left side of the screen.
  1. If you want to add multiple signers to your document, click the blue button underneath the signature element, and click the button that says Add a new role.
Image of Jotform Sign Builder with the Assign Fields menu open and an arrow pointing to the blue Add a new role button in the middle of the Sign Builder.

Assign Documents to Signers

Once you designate where you want your users to sign, move into the Send tab to assign your document. You also have the option to create an access code for your signers, and send a message along with your invite to sign. Each signer will receive a unique URL that will expire after 7 days.

Screenshot of the Send tab in the Jotform Sign Builder.
  1. Click the blue + button in the middle of the screen.
Screenshot of the Send tab with the blue Send Document to Sign button highlighted.
  1. Write the full names and emails of your signers in the appropriate fields.
Screenshot of the Send tab in Jotform Sign Builder.
  1. Click the key icon to create an access code and click the speech bubble to write a message to your signers.
Image of the Send tab with arrows pointing to the send message and create access code buttons.

In the options tab, you’ll be able to send reminder emails, set expiration dates, allow signers to delegate to other signers, and add CC recipients.

Image of the Options tab in Jotform Sign Builder

Tracking Documents

We realized it’s important for users to easily see where their documents are in the workflow process. This will help identify bottlenecks, who to follow up with, and make sure signatures are complete. Tracking features are located within the Send tab, where you will see a list of your sent signable documents.

To assign your document as part of a workflow, you can toggle the signing order on and off. The signing order function lets you decide who gets to sign your document first.

Image of the Recipients tab in Jotform Sign with the signing order switch toggled to on.

Audit Trail

Once the workflow is complete, everyone involved will receive a confirmation email with an audit trail. The audit trail is essentially an at-a-glance record of who signed your document and when. The audit trail will be incredibly helpful in tracking workflows and making sure all of the appropriate parties have signed your document. You’ll also be able to view the audit trail in Sign Inbox at any time.

Image of Jotform Sign Inbox with a PDF copy of an audit trail.
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