Share signatures between Forms and Documents without including cloud storage. This use-case sends a signed and submitted form to Documents with an image file containing the signature. Here's how!
Step 1: Set up document
Step 1: Set up a template within a Word document.
Step 2: Upload the template to Formstack Documents. Select New Document, enter a name, and choose "I have a document I would like to use" from the dialogue box.
Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.
Step 2: Add a signature image
Within the Document Builder tab, select the image icon in the editor toolbar. Within the popup, add:
-
{$Signature} in the URL box
- Optional alternative text
The Preview box will display a broken document icon where the image is supposed to be. Since {$Signature} is not a valid URL and the editor thinks it is and is trying to load an actual image.
Click Ok to save.
Step 3: Set up forms
Once your document is set up, navigate to your created Form.
Under the form's Settings tab, select Integrations and locate Formstack Documents from the available options and follow the prompts to log into Formstack Documents to select the created template.
Note: If the form is already integrated with Formstack Documents, from the integration select the refresh button to populate the created signature image field(s).
Under the Fields, map the signatures and save the updated integration.
Here is a look at what a simple form looks like with the signature field:
And with the signature: