- [Scott] Do you want to quickly
and easily create documents that you can send to
your customers to sign? Well, in this video, I'm going
to show you how to create, send, and manage your
legally binding documents in just a few clicks. To get started, we're
going to go to jotform.com and come over here to products
and select Jotform Sign. Now, Jotform is best known
as an online form builder, probably the easiest and
most powerful builder on the market. And that's great when it
comes to document signage because, really, what
we're talking about here is a type of form, but we also want to keep
track of what is happening. And, yes, Jotform Sign is free for up to 10 signed documents per month. Once you've signed into
your Jotform account, our first step is going
to be to come up here and select Create Sign Document. Now, you can upload any
type of PDF document to start creating your signed fields, or you can come over here and select one of the 600
plus ready-made templates. So, regardless, if you are
creating a bill of sale, or a rental agreement, or some other legally binding document, chances are you'll find a template here. But let's go back and
show you how easy it is to upload your own PDF. So here, I'm going to upload a document. I have something here
called a certification form. I'm going to select that. I could add multiple documents
at a time if I wanted to. And I'm going to say
Create Signable Document. Now, what it's going to do is not only just upload
the document at this point, but it's also going to try
and detect those fields. You can see here, at
the top of the screen, it says, detect fields automatically? And we are going to say
yes, detect those fields. Jotform Sign is now
going to analyze this PDF and see if it can
identify all of the fields where we need to sign. And it's done a really, really good job. You can see all of these
blue highlighted areas where it is going to allow
the user to input information, whether that's a student number,
whether that's a checkbox, and, of course, the signature
and date details down below. Now, I'm going to say
Keep All, in this case, but if there happens to
be a few that are missing, no problem. That's where we can go
and add our fields here on the left-hand side of the screen. So it didn't capture
this phone number here. All I need to do is drag
this Phone field over and drop it in. Let me just place it here, and maybe I want to space
it out just a little bit so it fills this entire field. And then, on the right-hand side, I can make some additional
options if I want to. If I want to change the field label here, or maybe I want to make it required, I can make that option here as well. Really, Jotform Sign gives us
a number of advanced options. So, for example, if I only
want to accept phone numbers that match a specific format, I can choose that here and
other advanced options as well. In this case, there's one other field that wasn't captured here. No problem. I've got
this little plus button. It recognizes that it's
probably another checkbox. Let me just move that up
here so that it is in line. And perfect, now I've got
that option here as well. In this case, I'm going to want to add what that last option is. It is the Change of Visa Status or Other. And this is going to be very important. What I love, of course,
is that Jotform Sign has already put in all
of this text for me. I've only had to add this last one because it didn't quite
catch this last checkbox. But remember, regardless
of what you upload into JotForm Sign, all of these
fields are now customizable. Now, at the very top corner of the screen, we can always go and preview our document. Let me just toggle this switch, and it's going to show me what
this is going to look like for the person that I send it to. Now, at first glance, you may say this doesn't look very different than what we saw on the other screen, but let me show you
one of the key benefits of using a service like JotForm Sign. Here, you can see, if I decide to click in the Last Name field, rather than entering it directly
into this blue shaded area, it's actually going to prompt
me for my first and last name, even though the order of
the form is last and first. What I love about this is that
it's making it a little smart because we're so much more
used to entering our name first and then last. I can hit Next, but it will correctly put
it in the right place. But these smart fields make it even easier for the recipients who may be accessing or receiving this document
on a mobile device. Let me go to the phone preview just to show you very briefly. Now, of course, the field itself
is going to be quite small because, yes, it's a PDF document. But no problem. I can't read these checkboxes. If I start to click on any of them, I am brought up with the full field, which makes it so much easier
for me to select my options. I'm going to select Next. Yes, my major is going
to be a commerce degree. And yes, my second major
is going to be in the arts. So I don't have to be constrained by zooming in and out of this form. It makes it that much easier
for me to fill out this form regardless of the device
that I'm viewing it on. Coming back to our editable form, we can also highlight
who is supposed to sign or fill in which fields. In this case, you can see that everything has a shade of blue, but if I scroll down to the very bottom, there's an academic advisor's name. Let's say, in this example, that is me. I don't want the student to
fill out this information. I don't want this even
to be available to them. Well, all I need to do
is click on this field. And down below, you can see that it's currently assigned to Signer 1, but if I select this dropdown, I can say no, I want to assign that to me. I'm going to go to this next signature. I'm going to make the
same change, assign to me, and the date should be
assigned to me as well. Now, you can see that we
have a different color indicating that this portion
is for my signature, my input, but everything else will
be up to the student. And of course, you can have
more than just two signers. You can have multiple signers and put them in a specific order. When we are happy with editing all of our fields in our form, we want to next come up to Settings. Here, we can give our document
a specific or different title than the one that you uploaded. You can also come up here and
customize your email settings. So the default subject
will be your signature requested for the particular form, and I can add a custom
message down below as well. Lastly, you can set up
specific integrations. So, if you want your
signed PDFs to go directly to one of your favorite
third-party cloud storage systems, you can do so right here. So, if there's a particular folder in Google Drive, Dropbox,
OneDrive, or many others, you can have those signed PDFs
go directly to that location. Lastly, we want to come
over to the Send tab. And here, you can see
the different recipients. Now, I'm, of course, the
Me, that orange shade. Here is my name, and
here is my email address. But who are we going to send it to? Well, in this case, I'm going
to send it to a test account. Let me input that email address here. And now, you can see I have
Signer 1 and then myself. But we can also customize
these options as well. So, for example, it's going to
make the most sense in this form that the student, Signer 1, signs first, and then I sign second. In that case, I want to
select the signing order, where Signer 1 is number one, and then I will be number two. If I need to rearrange this, it's as simple as dragging and
rearranging that order here. But, in my case, I want to go back to that original order as we see. We can also select on the Options tab to set an expiration date. We can also send
automatic reminder emails. So, if someone doesn't sign
that document right away, you can choose how many days,
or maybe even every day, that you'd like to remind them until they've signed that document. And now that we've double-checked
all of our settings, we can select Send To Sign. Jotform Sign will then show us exactly when the form was sent and which
signers have been included. But remember, I won't receive
the document just yet, not until the first signer
has completed the document. Now, within the Jotform Sign inbox, we can keep track of all of the forms which we have created and sent out and also see what the
status of those forms are. For example, here you can
see that Waiting for Others, we have the document
which we just sent out three minutes ago. So here, I can see that I am waiting for this individual to sign before I can add my
signature to the document. You'll notice that I don't have anything waiting for me just yet because I need this individual
to sign the document first. Here, at the top of the screen, we can also make selections
such as canceling the document or sending additional email
reminders if necessary. But let's jump to our email inbox and see what the user experience is. Here, within my test account, I've just received my invitation
to sign that document. Remember, this is the
inbox of signee number one. If I open up this email, you can see it's clear
and straight to the point. And of course, I can customize
this message if I like. By clicking the button, it will open up the Jotform Sign viewer, where I can quickly and easily
start filling out this sign. Jotform Sign will also try to
bring in relevant information, such as my first and last name, which is already populated,
and today's date. So there are just a few less things that I have to worry about
when filling out this document. Once I've filled out all
of the required fields, I can come down to the
bottom of the screen. Here, I can fill in my
name, then add my signature. Now, of course, I can either
use one of the defaults here and change the style or color, or I can choose to draw
my own signature as well if that is preferred. And now, I can choose that
date if I need to change it. Otherwise, I can stick with the default. When I'm all done, all I need to do is select Sign & Complete at the top of the screen, and by accepting and send, this is a legally binding document. And now, if I jump back
to my Jotform Sign inbox, you can see that Waiting
for Others has nothing, but now there is something
waiting for my signature. And yes, here is the form that
the student just completed and filled out below. Now, what I can do is proceed
with signing this document. At this stage, as the second signer, I can choose to review the document and then add my signature down below. And as you saw when we set up this form, I only have these three
fields available to me. So I can add my name here, and then I can add my signature, let's just go with that one there, and say Accept and Send. Back within the Jotform Sign inbox, I can see the completed
document with both signatures and also see a full audit
trail and document history, so when the invitations were
sent, when they were viewed, and most importantly,
when they were signed. So, if you'd like to collect e-signatures quickly and easily, be sure
to check out Jotform Sign by clicking the link in
the description below. And if you'd like to learn how to create your own free mobile app, be sure to watch this video
on the screen right now. Thank you so much for watching. And remember, being productive does
not need to be difficult. In fact, it's very simple.
