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Creating a PDF template

In order for customers to sign their forms electronically, your form will first need to generate a PDF of their submission. This PDF is then signed at AssureSign.

This should be done by creating a Create PDF to sign template, which should then be added to a pre-submission rule, just before an Add Electronic Signature action.

note

Before using this action, ensure you have created the AssureSign template within the AssureSign administration panal.

This template identifies the areas on the form that need signatures - these are called ‘JotBlocks’.

Creating a Creating a PDF template​

Building a Create PDF to sign template is very similar to creating a standard PDF generation template.

  1. Open a form, and navigate to Templates in the top navigation bar.
  2. Click the Create Template button. A window will open, asking which type of action we want to create a template for.
  3. Select Create PDF to sign under the "AssureSign" section, and click the Next button. We'll then be taken to the template builder for this action.
  4. Enter a title and click the Next button.
  5. Select the PDF file to use, or click Upload new PDF File, and give it a name. Click the Next button.
  6. Complete the field mappings. The left hand field names are from your PDF. You can map a question, variable or logic formulae to each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key. You will need to complete the mapping for all pages in your PDF. You can navigate the pages by using Next and Previous, or by using the select box of pages at the top of the popover. . Click the Save and Finish button to create the template.