Signatures

Collect electronic signatures directly in your form. This feature is great for several different use cases, including:

• Waiver & consent forms
• Sign-up forms with payment
• Financial or medical record disclosure forms
• Event Registration

Signature Fields Overview

Add Signatures

Click the General Fields section on the form editor page to expand the field options. Under Advanced Fields, drag and drop one or more Signature fields into your form.

Modify Signatures

To change the settings of your Signature field, hover over the field and click the chevron icon: 

Note: Signature fields are automatically required when added to your form, you can use conditional logic to hide the fields. Hidden signature fields will remove the required aspect of the field. Hiding this field in your Rules page will allow users to conditionally submit the form without a signature.

 Here, you may adjust: 

• Signature Type: Choose Full Name or Initials. 
• Signature Options: Allow your users to Type, Draw, or choose either option to place their signature. 
• Signature Label: Naming convention for the field. 
• Include Date: Optional field to ensure that the user also enters the appropriate date when signing your form. When using a drawn signature type, the user will be required to sign the date. With types signatures, the user can select the date from a popup calendar provided. 
  • Tip: Pre-populate the current date by
    • ​​​​​​​​​​​​​​Step 1: Create a Date field within Salesforce
    • Step 2: Uncheck 'Include Date' within the Signature field settings
    • Step 3: Add the newly created Date field under the Signature field
    • Step 4: Use a default value of: {{TDAY()}}
• Include Email Verification: Check this box if you want to include an email verification process as part of your form submission. See the Verifying Email Addresses section below for more details.
• Show 'I Agree' checkbox: Use this option to require your users to check a box denoting acceptance of an agreement or of legal statements. Checking this box will display a textbox allowing you to customize the text being accepted.

PDF Copy

Once you add a signature field to your form, Formstack will automatically capture a PDF copy of each form submission and attach it as a file attachment to your form's primary object. Within that PDF copy will be the user's signature representation. This PDF is your record of your form being signed.

You can also choose to have the PDF emailed to you automatically upon submission as well. You can find this option under Form Settings near the top of the Form Editor page.

Verify Email Addresses for Signatures

Formstack's email verification feature allows you to enhance your form's signature fields with an additional email verification process.

Users filling out the form will need to enter a valid email address into this field before submitting the form. Once a valid email address is provided and the form is submitted, the user is sent an automated email asking them to verify the ownership of that email address by clicking on a link. Once the user clicks that link in their email, their address is successfully verified and they will receive a PDF copy of the signed form in their email.

When enabling email verification for your signature fields:

• You, as the form administrator, will not have a PDF copy of the form available until the user has verified their email address. Once the user does verify their email address, a PDF copy of the signed form will be available as an attachment to your form's primary object record. You can also choose to have the PDF emailed to you in your form's Form Settings area.
• Salesforce records will be created/updated immediately upon submission, regardless of the email verification status of the submission.
• The PDF copy of a submitted form with email verification enabled will include a page detailing the history of the email verification process, including the date, time, and location of submission, request email, and email verification. The user that submitted the form will also receive this same PDF via email.
• You can review the email verification status of form submissions at any time in the Form Submissions dashboard. Simply go to the Submission Dashboard tab in Salesforce and click on the submission you'd like to verify.

Manage signatures with email verification by:

• Resend Button: Found on the submission page, use this button to resend the email address verification email to your form submitter. Clicking this button will open an area allowing you to define the body of the email, as well as show a log of the submission and verification process for this submission so far. 
• View Log Button: Review the submission log and verification process for submissions. 
• Insert Verification Link: Add the email verification link into your message body wherever you'd like. The user will click on this link to verify their email address.
• Email Body: Use this area to customize the re-sent email address verification email you are sending to your form submitter. A default template is provided, but you can customize this template as needed.
• E-Signature Activity Log: This log lists all of the events that have been recorded for this submission, from initial form completion all the way to successful verification, and the dates and times of each event.​​​​​​​