How to Send a Document for Signature With Jotform Sign

The Share tab in Jotform Sign Builder is your go-to place for managing and sending documents for signature. In the Share tab, you can add recipients, customize email messages, set reminders and expiration dates, track document status, and more.

To send your document for signature

1. In the Sign Builder, go to Share at the top.

2. Under Recipients, enter the signers’ details.

For documents with existing invitations, select Send Document to Sign to create a new invitation.

3. Add a signing order, custom message, or access code if needed.

4. Go to Options and add an expiration date, reminders, CC recipients, or toggle signer delegation if needed.

5. Return to Recipients and select Send to Sign when finished.

Signers will receive the invitation via email to sign your document.

Sharing Sign Documents Publicly

With a public link or embed code, you can easily share your document with a large group of people without needing to send individual invitations. You can share your document on your website, making it convenient for users to access and sign directly from there.

To share your document

1. In the Sign Builder, go to Share at the top.
2. Select Share With Link or Embed on the left.

3. Set the initial signer.
4. For multiple signers, enter the details of the other signers.

Or select the user icon to enable a signer to specify and assign other signers.

5. Select Create Link, then copy the provided link or embed code and use it to share your document.

See also: Tracking the Signing Process.

Disclaimer: The information provided in this guide is for general informational purposes only and is not intended to constitute legal advice. While we strive to keep the information accurate and up-to-date, laws and regulations vary by jurisdiction and can change frequently. Should you have specific legal questions about any of the information on this site, you should consult with a licensed attorney in your area.