I need help with my docs

Hi,

I want to know if there is an easier way of accessing and sending my docs and also on one of my docs, there is an are for me to sign and for the carrier. I wanted to see if that could be signed by me after the carrier signs or before. I dont want the carrier or shipper to have access to signing in my space before I do.

Hi David,

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

You can set the signing order for your Jotform Sign document to control who signs first. This way, you can ensure that you sign the document either before or after the carrier, and the carrier or shipper won't have access to sign before you do.

Let me show you how:

1. Open your document in Sign Builder, and then click on Send in the green navigation bar at the top of the page.
2. Toggle on the Signing Order feature.
3. Click and hold the Six Dots icon next to each signer, then drag them to arrange the signing order as you want.
4. Click on Send to Sign to send the document with the specified signing order.

This will ensure that you can sign the document either before or after the carrier, based on the order you set.

Regarding easier access and sending your documents, you can also write a message to signers when sending a document to guide them through the process.

Here’s how to do it:

1. Open your document in Sign Builder, and click on Send in the green navigation bar at the top.
2. Under the Send to Sign tab, click on Send Document to Sign.
3. Under the Recipients tab, click on the Message icon on the right side of the Signer window.
4. Write your message in the text box, then click on Send to Sign.

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