DocuSign better watch is back.
JotForm just launched JotForm Sign and it comes with a more attractive pricing plan.
Plus it also has an automatic field placement, which makes things way better.
Now let me show you what I'm talking about right now.
The first thing you might want to know is
if JotForm Sign is actually compliant and you yes it is.
It's compliant with Esign and UETA.
So you're going to have legally binding documents signed via JotForm Sign.
Now let me show you what I'm talking about.
This is my JotForm dashboard.
And to head on over to the JotForm Sign section, we're going to head on over
to this drop down menu and we're going to go to mine Sign documents.
In this section is where we're going to create our own documents.
So we're going to go into create assigned
document and we can upload a document or we can use a template.
Just let me show you really quickly the templates because I love templates
because they save you time and you can find templates for different types
of purposes and then customize them to whatever you might need.
Now you can go ahead and check them out.
If you like one of these documents,
you can go ahead and use one of these templates.
But one of the things I like the most
about Japan Sign is the automatic field placement.
It just saves me time.
So in this case, I can upload a document. And by the way,
if you're just going to test this out, go ahead and try the demo document.
So let's go ahead and upload a document.
I'm going to select this one PDF and I'm good with this one.
Let's go ahead and create Signup document. There we go.
It's loading it up.
Okay, so now we've uploaded this document
and one of the key features of this is detecting fields automatically.
So I'm going to detect fields and like I
said, one of the beauties of this is it's going to add most of the fields of this
document and it's going to save us a ton of time.
So in this case, you can see it's added
all of these elements right here automatically.
Now imagine this was a ten page document, 20 page document, and imagine filling out
all those fields or adding one of these fields one by one.
So saving time is crucial with this.
Now let's add the missing fields.
In this case, the phone number.
I'm going to add it here, I'm going to stretch it.
Ethereum you go and we're going to add the other checkbox that's missing here.
So I'm going to click on this plus button
and I'm going to drag it in its place right there.
But again, we can add the option to this
in the options and you can see this option four.
In this case, we'll add what it is right here, change of Vista.
And we're going to go to option
four and we're going to update it to the same here.
There we go. We have our options selected and then we
have here on the bottom we have two people who are going to sign.
This.
One is the student in this demo and the other one is the academy advisor's name.
So in this case, the academy advisor is going to be me.
So I'm going to assign it to me as the fields that I should fill out.
So go ahead and click me and the date is also tied to me.
So there we go. I've added these fields.
Now all these elements,
when we click on them and we click on the icon and the gear icon,
we have the options on the right for each one of these.
So we can make them required.
We can change the field label,
we can change character, limit, input mask and all those settings.
But if you're ready to go and you like what you're doing, the first thing I would
recommend is heading over to preview document because we're going to be able
to view which elements are for each individual person.
So in this case we're viewing all roles, so we're viewing all the elements.
But if we click on signer one,
we're only going to view the elements for signer one.
You can see the advisor's name information is gone.
Now if I go to sign or two,
I'm able to view these fields for the signer.
So that's me.
So I'm making sure that the fields are
tied to the correct person in this because you might have mixed fields in between
a document and this really helps out to detect them out.
Okay, so if you like this, you canva go ahead and test it out.
But in this case I'm going to skip that.
Next thing we have is the settings.
So in settings we can change the name, the email settings here for the message
and the subject and we're going to go into send.
So this is where we're going to add the recipients.
So signer number one,
which is in this case, it's the student, he's going to be named John Travolta.
And I'm going to add one of my emails.
The other one is going to be Me or Aguilar, and this is my other email.
Now one of the key features of this also is signing order.
So this is really useful.
What does this mean?
The signing order is going to be first
sent to the first signer so that person signs it first and after that person signs
it, it's going to be sent to the next person to be signed.
This is super useful because you don't
want to waste time signing a document that the first person hasn't signed.
And we can drag and drop these the way
that we need it for signer one, signer two.
And if you need more people to sign it, you just go ahead and add it here.
If you have more signers, well,
you're going to view them right here in the dropdown menu.
We have also the options for this.
You want to set an expiration date, an automated reminder, email signer,
delegation, CC recipient and all that good stuff.
But if we're good to go, we're going to send to sign.
Go ahead and send it out.
There we go, the send document.
Let's go check out this email. Here we go.
We just received the first email and we're
going to go ahead and review and sign document.
This is for the student.
So we're going to fill out the data
and grab the variables from the name that we inputted.
So let's just say random ID here.
Let's check these two boxes and we can fill this other stuff out.
Right now.
It's not required, but we're going to skip that.
Next we have the student name, so let me fill that out.
Travolta hit next.
Don't have that field there.
Signature, we have the option to type.
So in this case it's going to grab the variable from the name and last name.
We can change the color for this if we
like or we can go ahead and draw the signature.
So in this case, this is the signature that I'm going to add.
Kind of wacky, but just having it there and it's good to go.
Now you have an option, you can continue signing complete.
You also have the option to decline, so you can decline it with a message.
You can say, you know what,
I am not happy with point B and I think it should be updated to X and X.
It just depends what you want to do with the client.
In this case, we're going to sign and complete.
Let's go ahead and accept.
Now that that one's been accepted,
we have the next signature that we're going to accept and review.
Now that that one has been filled out.
Now we have the second signature that we need to fill out.
So here we go. Here's the data from the first signature.
So he filled this out,
he marked those and then we have our fields that we need to fill out.
So the advisor's name.
So in this case I'll add my name.
Here we go.
We have signature, we'll keep it like that.
Sign and complete, accept. And there we go.
It's been signed by both parties.
We're going to go check it out here on the track.
You can track all your documents right here.
You'll have them listed down here.
And we have the information for this.
In this case, it's been signed by two people.
So we can go ahead and go scroll down here.
And this is the audit trail.
So we can view the title, document, ID,
document pages, and what history has been going on with this document in particular.
So you can see right there, it's been signed by both parties.
And if you need to view other information like the signers here.
You can go ahead and view it.
It's been completed.
You canva be waiting for signature.
In this case, no one is waiting.
But if there were steps for this,
or if there was a lot of people who need to sign it, you'll see here who needs
to sign that document, waiting for others completed.
In this case, it's been completed,
canceled or declined in case there's a document that has been declined.
And there's also some settings in the main dashboard of JotForm Sign.
So for the document that we just filled
out, which is this one, we have the Edit Invite to Sign sign
inbox, which is the view that we just viewed previously.
And there's also other options like Invite
to Sign, preview this one, edit rename, clone, and move to Trash.
Now, one of the things I love most about
this JotForm Sign Sign system is the automatic field detection.
That saves me a lot of time.
And just for that reason,
I think it's a great choice for a document signed system.
But if you want to grab it,
I will be leaving the link in the description and that's a wrap.