Collect signatures, and time-sensitive signatures by setting an expiration date, on your documents by integrating Formstack Documents and Formstack Sign. The easy-to-use and secure integration of these Formstack products allow your customers to simply open, review, and eSign, and submit—all from their mobile phone, tablet, or computer.
Set up document
Step 1 - Use this article to identify how you'd like to setup your Document template. We'd highly recommend checking out our build from scratch option where you can even use AI to generate a document based off of a prompt. Click here for more info.
Add eSignature tags
While building your Document, you'll want to make sure that you have eSignature tags. Formstack Sign uses “text tags” to indicate where the signature should be placed in the document. These text tags look like: [sig|req|signer1] for where you'd like the first signer to sign and [sig|req|signer2] for the second. Please see example below:
Tip: Change the color of your eSignatures tags to white text for your eSignatures to display correctly.
(Optional) Break down of text tags
Text tags used by Formstack Sign have three parts: [sig|req|signer1].
Part 1: Text tag type
Formstack Sign offers the following text tags “types”:
- sig - to require a signature (Example: [sig|req|signer1])
- check - for creating a checkbox (Example: [check|req|signer1])
- initial - for requiring a signer’s initials (Example: [initial|req|signer1])
- date - will auto-populate the date when passed through Formstack Sign (Example: [date|req|signer1])
- text - will provide a short answer text box in place of the text tag (Example: [text|req|signer1])
- fullname- will populate the full printed name of the signer (Example: [fullname|req|signer1])
Part 2: Text tag requirement
- req - a required field (Example: [sig|req|signer1])
- noreq - a field that is not required (Example: [initial|noreq|signer1])
Part 3: Tag tag assignee if assigning multiple signers to the same document
- Signer 1 (Example: [sig|req|signer1])
- Signer 2 (Example: [sig|req|signer2])
- Signer 3 (Example: [sig|req|signer3])
Send your document for eSignature with Formstack Sign
Once you are done with your Formstack template, set up your document delivery to Formstack Sign.
Step 1: Select the Deliver tab and choose Formstack Sign from the list of integrations.
Note: If you haven’t already, you’ll be prompted to connect your Formstack Sign account.
Step 2: Once the Formstack apps are connected, fill out the setup screen including:
- Subject line
- Tip: Match the subject line and document name in the event of an override
- Sender
- Assignee(s) based on tags in your document
- Select the plus (+) sign to add additional signees to the delivery if needed
By selecting the +More Options button, add customization and additional security to your eSignature delivery.
- Select “Always send to Formstack Sign” (this will be auto-selected)
- Customize the email message to the signer
- Delay other deliveries until the document has been signed (for example, if you only want signed documents to be uploaded to your CRM or cloud-storage after they’ve been signed)
- Set up an email receipt
- Set a signing request expiration date:
- Set up a signing window from 1 day to 90 days (default is set to 15 days)
- The expiration date is the number of days after the document is delivered via Formstack Sign
- Check “Email participants when the document gets expired” to notify that the document is canceled
- NOTE: If there are multiple signers on the document, all need to sign prior to the expiration date. Otherwise, the document is canceled.
After you've finished with your delivery settings, you'll want to make sure to click the "Save Delivery" option to finish with your setup.