An alternative to Formstack Sign, you can also collect e-signatures on your Formstack Documents with the use of Adobe Sign. Here's how!
Set up document
Step 1: Set up a template within a Word document. Use merge fields like {$Name}, {$Address}, {$Product} to insert your customer information.
Step 2: Upload the template to Formstack Documents and modify Settings as needed.
Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.
Add eSignature tags
While Formstack Sign uses “text tags” to indicate where the signature should be placed in the document. These text tags look like: [sig|req|signer1]. Adobe Sign's tags are different. Add the signature tag(s) to look like this:
{literal}{{Sig_es_:signer1:signature}}{/literal}
See the Adobe Acrobat Sign Text Tag Guide for additional information.
Send your document for eSigature with Adobe Sign
Once you are done with your Formstack template, set up your document delivery to Adobe Sign.
Step 1: Select the Deliver tab and choose Adobe Sign from the list of integrations and follow the prompts to authenticate and connect Adobe Sign.
Step 2: Once the apps are connected, fill out the setup screen including the signer information. You can use the merge fields for the name and email address of your signer and customize further as needed.
Once you have finished the setup, completed documents will be sent out for signatures.