Jotform Sign: Alternative Method Features and Single Template Usage for Engagement Letters

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    Hashim
    Asked on April 16, 2026 at 10:48 AM
    With my clients current Jotform sign document, they can see the date and time for when their client opens and signs the document. This is a critical feature for them and the main reason for you using Jotform Sign. 

    Regarding this, I have some more questions:

    1. Does the alternative method you have shared grant the same features? 
    2. If so, does this method allow for one document ’template’ of our engagement letter to be sent, and not having to duplicate the form per new client? (The same structure as our current engagement letter?)
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    Ronald JotForm Support
    Replied on April 16, 2026 at 11:12 AM

    Hi Hashim,

    Thanks for reaching out to Jotform Support. I reviewed your previous question in the thread and the suggestion made by Bojan. To answer your follow-up question, yes, the SMART PDF form will have the date and time that you can see in the tables. Also, once you enable Jotform Sign Automation, you'll be able to see audit trail logs that contain information about signatures.

    Lastly, since it is a form, it will not create duplicates for each new client; rather, all submissions will be collected into one table.

    Reach out again if you need any other help.

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