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Simplify how you collect information and obtain signatures with workflows. A go-to for in-person meetings or events, in-session signing, configured in your workflow’s Sign step, make it easy and efficient to complete a form and sign a document without toggling screens.
How to set up in-session sign
Step 1: Log into Formstack Platform from admin.formstack.com.
Step 2: Create a Workflow with a Sign step following a Form step.
Step 3: Open the Sign step by selecting the ellipsis icon (...) > Edit Step.
Step 4: Choose a document for the participants to sign. Click Next.
Step 5: Toggle on the In-session signer for participants and map the Name field from the Form step. Click Next.
Step 6: Map data fields for the participants to fill out in-session including:
- Signature
- Checkbox
- Initials
- Full Name
- Date
- Free Text
Step 7: Select Done to capture the in-session Sign step.
eSigner experience
The customized workflow URL will route the user to a form to fill out. Once submitted, the workflow will display the filled document for the user to review and sign without being redirected away.
If there are multiple in-session eSigners, participants will be labeled based on the merge fields assigned in the setup. However, if there is a mix of in-session and email participants, email participants must sign first.
Note: Signed document copies, at this time, must be distributed outside of the Workflow.