How to prefill a form?

  • stefanoguerra
    Domanda del 23 maggio 2025 alle ore 04:13

    Buongiorno,

    abbiamo un modulo che alla fine genera un PDF. E' possibile dopo la generazione del PDF mandarlo in firma con la firma digitale?

    Intendo il modulo generato con Jotform, già precompilato

  • Raymond Jotform Support
    Risposta del 23 maggio 2025 alle ore 06:25

    Hi Stefano,

    Thanks for reaching out to Jotform Support. Our Italian Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Italian, let us know and we can have them do that. But, it might take a while until they're available again.

    Now, coming back to your question, if I understand correctly, you're trying to first fill out the form, and then send the form again, with the prefilled details, to your customer in PDF format to sign. If so, while it's possible to prefill the form with data, it can't be sent to the customer in a PDF format. But, it's possible to prefill your form before sharing it with your customer, and once they fill it out with their signature, they can receive an email with the PDF report.

    I checked the RICHIESTA DI VALUTAZIONE CREDITIZIA form from your account and see that the PDF report is already included in the Autoresponder Email. Let me show you how to Prefill your form, and send it to your customer:

    1. In Form Builder, click on the Publish tab on the orange navigation bar at the top, and click Prefills on the left side panel.
    2. Next, select Manual Prefill, and on the Add New Prefill button.
      How to prefill a form? Image 1 Screenshot 40
    3. Now, start prefilling the fields and click the Send Invitation or Create button on the top right corner of the page. In my example, I'll be using the Create button.
      How to prefill a form? Image 2 Screenshot 51
    4. Now, click on the 3-dot icon on the right of the prefilled entry and either use the Copy URL option to share the URL with your customer through any other 3rd party messaging apps, or use the Send Invitation button to send the link from Jotform.
      How to prefill a form? Image 3 Screenshot 62

    That's it. We also have a guide on Jotform Prefills that you can check out. If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

    Give it a try and let us know if you need any help.

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