How to embed my signature to my SmartPDF and send it only after approval?

I need to get my Jotform Smart PDF filled out by a customer than approve what they filled out and add my signature to the form as well. This doesn't seem to work for Smart PDFs is there a work around for this?

Hi Tyler,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Regarding your need to have multiple signers and approval on your Jotform Smart PDF, you can use Jotform Workflows to achieve this. Here’s how to do it:

1. Add an Approve & Sign element in Workflow Builder to require approvers to sign when approving or denying the form.
2. Use the Sign Document element to send your PDF for signature to multiple signers in a specified order if needed.
3. Assign signer roles by entering their names and emails, and set up the signing order if you want sequential signing.

This setup allows you to collect customer input, have them approve it, and add your signature as well, all within the workflow.

For detailed steps, you can refer to Jotform’s guides on setting up approval flows and adding signature elements in workflows.

Give it a try and let us know how it goes.

Best regards,
Jotform Support

The sign document doesn't have my document in it? I need to also sign the original document that my customer filled out and submitted

Hi Tyler,

Thank you for your message. A member of our Support Team has now taken over this thread and will assist you further with your issue.

Best regards,
Jotform Support

Hi Tyler,

Unfortunately, it's not possible to ember your signature from the Approve and Sign element in Workflow to your PDF. Instead, you may consider embedding your signature to your document and upload it to your Smart PDF form, and then only send the completed original PDF document , through email element in workflows, with both signatures once you've approved the submission through workflows.

Give it a try and let us know if you need any help.

Wouldn't this be non compliant if the signature was prefilled out? How do other people work around this? Is there any way on your platform to do this?

Hi Tyler,

An alternative would be to use the Sign Document. You can set the signing order for your Jotform Sign Document and allow the user to sign the document first. Once they are done, it will be sent to you, and if you approve, then you can also sign it. Let me show you how to set a signing order:

1. Open your document in Sign Builder, and then click on Send in the green navigation bar at the top of the page.
2. Then, toggle Signing Order to the On position.
3. Click and hold the Six Dots icon, then drag them in the order you want.
4. Now, click on Send to Sign, and you're done.

Give it a try and let us know if this works for you.