Using the Jotform Sign connector safely
Covers how to confirm the right account, find the right signing document, keep results small and know which steps change signers or send emails. The assistant asks before any change.
Use it when
- You have just connected Jotform Sign and want to know what it can do
- A signing task is unclear or touches several documents
- You want to check status without risking an accidental send
Tools it uses
searchget_signersget_signing_statuslist_submissionsmcp_app_requestdisplay_sign_documentcreate_sign_documentedit_sign_documentupdate_sign_document_contentupdate_signersend_for_signature
Check which Jotform account I'm connected to, then find the NDA document for Priya and tell me who still needs to sign.
You're connected to your personal account. I found one document titled "NDA – Priya Shah" from the last 30 days. Two of three signers have signed; Marco Lee has been sent the request but has not opened it. I have not changed anything or sent any reminders. Tell me if you want me to resend to Marco.