Many form services, including Formstack Forms, offer a Signature field that allows people to draw an actual signature right on the form via smartphones, tablets, and other computers. When using this form as a data source for your Document Template, you can include E-Signatures in the output document and deliver it to your preferred destination.
1. To begin with, you need a Document Template and a form. For this demo, we will use a services contract that new clients will fill out before working on a project.This is the form both the service providers and the client will fill out.
This Document Template is ready to be merged with form submissions.
2. The signature collected via a form will be an image, so we must set up an image placeholder. Create a Merge Field with a proper label like {$Signature}. Now, we need to add one more thing to this Merge Field: a modifier. You can add a pipe, "|" on the keyboard to indicate an option and pre-define the image size.
Here's what that looks like: {$image|insert_image:300:100}
To break down this tag, $image is the merge field, 300 is the width, and 100 is the height (you can change these to create the correct size image).
If you wanted to automatically size the height to keep proportions, you can use a "0" for the height like this: {$image|insert_image:300:0}
If you'd like to set a maximum height to your image, you would use a tag like this: {$image|insert_image:300:0:0:200}
The form will send us the URL to the image so that the URL will automatically get fed into this field.
3. Now that we have our document set up, all we need to do is map the fields correctly. If you are using Formstack Forms like in this demo, head over to the form’s integration settings. Map the form fields with Merge Fields, including the signature field we added in the Document Template.
Like that, the service provider and client will have a copy of the signed document delivered to their email!