Help with an e-sign form

Hello,

I use jotform and the e-sign form function to have guests fill out and sign our rental agreement. I think I am making it more difficult on myself because I write up the document in word and then add it to jot form and add fillable sections. I believe there is a way I can use my form as a template and just adjust from person to person in jotform. Can you help me?

Hi coachscornercorolla,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

You can use your form as a template in Jotform Sign and adjust it for each person without having to rewrite the document every time. Let me show you how:

1. In Sign Builder, you can create a Sign Template from your original form or document.
2. When you need to use it for a new guest, simply open the template and make the necessary adjustments for that specific person.
3. You can assign form fields to specific recipients, so each signer fills out only their intended sections.

This approach will save you time and effort compared to writing up the document in Word each time and then adding fillable sections.

If you want, I can also guide you on how to share your Sign Document templates or how to edit an existing Sign Template.

Reach out again if there's anything else we can help you with.

how do I create a sign template from my original document?

Hi coachscornercorolla,

It’s easy to create a sign document with Jotform Sign. Let me show you how:

1. On your My Sign Documents page, click on Create Sign Document on the left side of the page.
2. Click on Upload Document to upload your own document from your device.
3. Drag and drop your document into the Upload box, or click on Upload Document to select it.
4. Once you add your document, click on the Create Signable Document button.

After you create your document, you’ll see an option asking whether to detect fields automatically. To detect fields automatically:

1. Click the Detect Fields button in the option that appears below the green navigation bar.
2. After it matches the suitable elements with the spaces, click on Keep All.
3. If you want to delete a field, just click on it and then click the Trash Can icon below it.

Or you can manually match your fields:

1. Click on the Dismiss button in the option that appears below the green navigation bar.
2. In the Document Elements menu on the left, drag and drop the elements to your document.

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