Form Sharing: How to Share a Signature Form Individually Instead of Inviting Multiple People

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    artopiamn
    Asked on June 5, 2026 at 6:51 PM

    I just created a W-9 2026 Signature Form, but I want to share it with people individually, not invite multiple people to sign the same form.

    Is there a way to do that?

    Thank you


    ~Erin

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    Podo: Support Specialist
    Replied on June 5, 2026 at 6:51 PM

    Hi Erin, yes — you can absolutely send your W-9 2026 Signature Form to people individually so each person gets their own copy to sign.

    If you built it as a Jotform Sign document, here’s how to send it one person at a time:

    • Go to your form’s Sign Builder.
    • Click Share at the top.
    • Under Recipients, do the following:
      • Enter the signer’s Name.
      • Enter their Email Address.
    • (Optional) Click the icons to:
      • Set a Signing Order (if you ever add more signers later).
      • Add an Access Code for extra security.
      • Customize the Email Message they receive.
    • Go to the Options tab if you want to:
      • Set an Expiration Date for the link.
      • Turn on Automated Reminder Emails.
      • Allow Signer Delegation.
      • Add CC Recipients who get a copy but don’t sign.
    • Go back to Recipients and click Send to Sign.

    If you prefer to send a direct link instead of an email invite:

    • While still in Share, click Share with Link on the left.
    • Choose the Signer role from the dropdown.
    • In Specify Other Signers, enter any additional signer details if needed.
    • Click Create Link.
    • Click Copy Link, then paste that link into your own email or message to each individual.

    If you ever want to embed the W-9 on a website so each visitor signs their own copy:

    • In Share, click Embed on the left.
    • Click Generate.
    • Click Copy Link to copy the embed code and paste it into your site.

    For reference, here’s our own official W-9 if you need an example: Jotform's W9 Form, and if you want to generate more W-9s easily, you can also use our W9 Form Generator.

    If you tell me whether your W-9 is set up as a Sign document or a regular online form, I can tailor the exact steps for your setup.

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    artopiamn
    Replied on June 5, 2026 at 6:54 PM

    It is set up as a Sign Document, which I prefer

    But I don't want to create multiple forms, I will have too many.

    It might be better to collect submissions with a regular online form. I am not sure


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    Podo: Support Specialist
    Replied on June 5, 2026 at 6:55 PM

    Hi Erin,

    Let me help you with that:

    You don’t need to create multiple separate Sign Documents. With Jotform Sign, you typically create one W‑9 Sign document and then send it out repeatedly to different people. Each send creates its own signing instance that you can track separately in Sign Inbox, so you won’t end up with “too many forms” — just multiple signed copies of the same document.

    Here’s how you can comfortably use your existing Sign Document for many individuals, and when a regular form might be better:

    Using your existing Sign Document for many people

    1. Open your W‑9 Sign Document in Sign Builder.
    2. Click on Send in the green bar at the top.
    3. Use either:
      • Send to Sign – enter one signer’s name and email, send, then repeat later for the next person; or
      • Share with Link – generate a signer link and send it individually (email, text, etc.) to each person you want to fill it out.

    Each time someone signs, that instance is logged separately in Sign Inbox, where you can see which documents are Waiting for Others, Completed, etc. You still maintain just one W‑9 Sign Document in your account.

    When a regular online form might be better

    If you expect a large number of people to submit W‑9s (for example, many contractors over time) and you mainly want an easy way to collect and view submissions in a table, it can be more convenient to:

    1. Create a regular online form with the W‑9 fields.
    2. Add a Signature element in Form Builder.
    3. Enable Jotform Sign automation on that signature field so each submission generates a signed PDF with an audit trail.

    This way, everyone fills out the same online form, and you see all W‑9s as rows in your submissions table, while still getting signed PDFs.

    Which option to choose

    • Stay with your current Sign Document if you like the document-style workflow and tracking each signing instance in Sign Inbox.
    • Use a regular form with a Signature field + Jotform Sign automation if you want a classic “form submissions” view with many entries in one place.

    If you tell us roughly how many people you expect to collect W‑9s from and how often, we can suggest which of these two flows will fit you better.

    Let us know if you have any other questions.

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