How to Get E-signatures for Documents With Jotform Sign

do you need to get an e-signature for one of your documents let me show you how with jotform sign hey Job Farmers welcome back I'm Kimberly and I'm currently in my desktop version of my dashboard so the first thing you want to do is go up to the top left hand corner where it says my forms we're going to choose my signed documents next we're going to choose the green create signed document in the top left corner and from here we have two options we can either upload our own document or we can use a template for this video I'm going to go ahead and use a template I'm going to use a letter for this one this one right here is a letter of authorization but I'm going to head over to the left hand side and I'm going to choose letter from here and let's take a quick scroll and I'm going to go ahead and utilize this income verification letter now on the left hand side if you're familiar with jotform you can see we have our add Fields option and it's very similar to utilizing it in our form Builder so if we need to drag in anything we need someone to fill out all we need to do is just click and drag it in and now this area is going to require a signature I'm going to go ahead and trash this one and we can see whenever we click on any of these orange fields we can see right here it says me now if we need to change this to someone else multiple parties all we need to do is we can either add a new role or we can change it to employee so just for this example let's go ahead and change this top section to be the employee to fill out in the bottom section it will change it to be me now if we scroll down we can see this bottom section now is going to require my signature now from here we can always click on the gear icon which is going to pull up the properties for that specific field and we can see we can change the assignee here we can also change the field label we can make it required or not and then we can also change the sub labels as well so now that we have the assignees made Let's head up and let's preview this document so as we can see in the top left hand corner we are previewing all roles so if I scroll down we can see the blue and we can also see the orange now if we want to change this to be able to see all the fields that maybe the employee needs to fill out it'll just populate those fields so now we can see that these bottom ones are empty so let's go ahead and turn the preview off and let's head to the next tab which is settings if we need to change the document title we can do it here as well let's go to email settings we have our email subject which is your signature is requested we can also put a message and this message is going to be seen by everyone who is going to be signing this document so I'm going to go ahead and put please sign ASAP perfect and if we need any Integrations we can always come down here and add one of our Integrations so let's head up to the next tab which is send now here is where we can really personalize this so let's say that the employee's name is Kim and we'll go ahead and put their email address in and the second one we can see it showing me as the employer now if we would like the employee to enter a password or anyone to enter in a password all we need to do is click on the key and we'll enter the passcode we'll just say is one two three and we can also set a private message just for that one person so let's go ahead and just tell them what that passcode is passcode is one two three perfect and so here we can see that it's lit in blue so telling us that we do have a passcode and we do have a message now as of right now if I press send to sign both parties are going to get this document to sign at the same time if I want them to sign one after another we're going to turn on the signing order so this now means that the employee is going to fill out that top section first and once they are completed and they have signed the document then the employer that next person will get it to verify and sign and submit next if we head over to the next tab which is options where we can set an expiration date we can send automated reminder email so let's say I want to send it every two days we can have the assigner be able to delegate the signing ability to someone else and we can also CC recipients so I'm going to go ahead and head back to recipients and let's go ahead and send to sign and see what this looks like within both emails so here is the email for me as the employee we can see we have that General message please sign ASAP that's going to everyone and then we also have the private message just to me letting me know at the passcode so I'm going to go ahead and choose to review inside document and we'll enter in that passcode then validate and then we can see all the fields that our employee needs to sign let's go ahead and choose the date and because the other fills are required I'm going to go ahead and Skip those for now but I'm good let's go ahead and sign and complete and accept and send perfect so now that the employee has signed let's head over to the employer's email which is my email and see what that looks like so we can see that General message please sign ASAP so let's go ahead and review and sign the document and we can see the employees information up here at the top but if we scroll down this is where we are going to sign and for the sine function we can either type it out and if we want to do it that way we can change the style of our signature as well as the color and we can sign a complete or we can draw our signature if we want to do that so sign and complete and accept and send good deal so now let's head back over inside jotform and let's take a look at what this looks like within the tables so from here I'm going to go to the top left hand corner right now we're in the sign Builder and we want to head to the tables for this and if we scroll to the right we can see all of the information that we need now we can also from tables head over to our inbox and we can see all of the documents that required our signature here in this space so right now we have this income verification letter and if we take a scroll down we get to see the entire audit Trail we get to see where it went and how much time it spent in those spaces now we can see across the top multiple tabs as well so if we have things that are waiting for our signature others completed canceled or declined and if we wanted to download this all we need to do is click on the download signed document and we have our PDF right down here and it's as simple as that if you have any questions about utilizing jotforms time for e-signatures and your documents let us know and I'll see you next time

Channel: Jotform

Views: 6,678

Keywords: best form builder, build contact form, contact form, easy form builder, form builder, form building tips, form software, form website, how to create form, how to embed form, how to use jotform, jot form, jotform 4, jotform 4.0, jotform demo, jotform integration, jotform review, jotform tips, jotform tutorial, jotform, online form builder, online survey, payment form, productivity, registration form, website form, document signing, jotform sign, e-signature

Id: mV61ySde0Yk

Length: 6min 54sec (414 seconds)

Published: Thu Oct 06 2022