Send a prepopulated Smart PDF to client for signiture

Hi,

I'm trying to achieve something, but having a hard time figuring out how.

I have a series of Smart PDF forms. I would like the following to happen:

We use Zapier to send data from our operational software to create a submission of that Smart PDF form, but then we want that form to be sent to someone external (our client) to sign.

In Zapier there are two options when it comes to Jotform "Assign Prefilled Form" which won't work because they receiver of the link needs to login to Jotform. The other option is create submission. I'm trying to figure out is there a way to automatically send a submission for signiture to someone external, so they can just sign the prefilled PDF and and we receive it.

I also tried to use the Jotform Sign option in settings of the smart PDF form, but when the email is received is not being asked to sign, it asks to just view completed document.

Hi Sina,

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

Let me help you with that:

To automatically send a Smart PDF form submission to an external client for signature without requiring them to log in to Jotform, you can use the Jotform Sign automation. Here’s how it works:

• Your Smart PDF form must include a Signature field.
• In the Form Builder, go to Settings and then Jotform Sign.
• Toggle on Enable Jotform Sign Automation.
• Select the email field where the signature request will be sent.
• Select the PDF document you want to send for signature. If you don’t have one, you can create a new PDF document within the PDF Editor.
• If desired, toggle on Send Audit Trail to include an audit trail with the signature request.

This setup will send an email to your client asking them to sign the prefilled PDF without requiring them to log in to Jotform. The email will prompt them to sign rather than just view the document.

Regarding your Zapier integration, the Assign Prefilled Form option requires login, so it won’t work for external clients. The Create Submission option creates the submission but does not automatically send a signature request email. Using Jotform Sign automation as described above is the recommended way to send prefilled Smart PDF forms for signature externally.

If you want to prepare your PDFs for signing separately, you can also upload PDFs to Jotform Sign and set up signature fields and automation there.

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

Didn't work

Hi Sina,

One of our Support Team members will take it from here to follow up shortly.

Hi Sina,

I suggest that you use the Prefill feature, specifically Manual Prefill. It's easy to manually prepopulate a form before sending it to a user. Let me show you how:

1. In Form Builder, click on Publish in the navigation bar at the top of the page.

2. Under the Prefill tab on the left side of the screen, click on Manual Prefill.

3. Then, click on the Add a New Prefill button.

4. Partially fill out the form, and then click on Create on the top-right side of the page.

5. On the right side of the generated link, click on the Three Dots icon, and then click on Copy URL or Send Invitation.

6. Then, in the Send Invitation window, enter the user's email address in the Recipients field.

7. Finally, enter a message in the Message section, and then click on Send Invitation. 

Reach out again if you have any other questions.