In today’s global marketplace, you need a way to be accessible to your customers anywhere at any time. Formstack Sign helps to make that possible! Formstack Sign’s easy-to-use technology makes getting documents eSigned simple and secure. Your customer simply opens an email or text from Formstack Sign, inserts their eSignatures, and submits - all from a mobile device, tablet, or computer.
Add Formstack Documents to your processes and you can automate all of your paperwork with the click of a button!
Note: You will need a separate account with Formstack Sign in order to use it as a delivery integration with your Formstack Documents account!
To get started, we’re going to set up our contract template using a Word document, but we also have a built in document builder that makes this process even easier with several drag and drop options for merge fields and signature tags, you can check out how to use it here . Inside our Word document example, we’re going to add our contract’s details and then we’re going to add merge fields for the spots in our document that we’d like our deal information to go.
These merge fields are just like any other text in our document and look like {$FirstName}, {$CompanyName}, {$Amount}, etc.
Here’s what our contract template looks like:
Since we will be collecting a signature for this contract using Formstack Sign, we need to define where we want the signature to go in the document. Formstack Sign has “Text Tags” that you can use to indicate the spot in the document that you want to place the signature.
These text tags are just text and they look like: [sig|req|signer1]
Note: You can use white text for your text tags to “hide” them inside of your document.
As you can see from the example, the text tags used by Formstack Sign have three parts: [sig|req|signer1]
- The first part signifies the “type” of text tag.
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])
Additionally, it is possible to specific the width in pixels of the text field, which will force wrapping of the text. An example of this is: [text|req|signer1|width:250], where 250 is the number of pixels wide the output field will be on signed document.
fullname- will populate the full printed name of the signer (Example: [fullname|req|signer1])
- The second part signifies whether the text tag field is required or not - req for a required field and noreq for a field that is not required (Examples: [sig|noreq|signer1], [initial|req|signer1]).
- The third part signifies which signer will need to interact with that text tag field. You can assign multiple signers to the same document. (Examples: [sig|req|signer1], [sig|req|signer2], [sig|req|signer3], etc.)
After we complete our template, we can upload it to our Documents account by choosing New Document and then selecting the "Upload pre-built Template" option.
Once we have selected our desired Settings under the Settings tab, we can then select the Deliver tab to set up our Formstack Sign delivery. Select the + New Delivery button on the right for next steps:
Select Sign under the E-Signature category in the Create New Delivery pop- up box, as shown below:
After you select Formstack Sign, you will be prompted to connect your Formstack Sign account.
After your account has been connected, the set up screen will appear. On this screen, you'll be prompted to enter your Subject line for the delivery, the Sender, and the Signee. We can select the + sign to add additional Signees to our delivery if needed.
We can also select the +More Options button to view additional options. Some of the additional options include:
- select whether to “Always send to Formstack Sign” or not (this is already auto-selected)
- Customize the email message to the signer - here we can customize the body of the email sent with our Formstack Sign delivery
- we can choose to set up an email receipt If an error occurs
- *Delay other deliveries until signing is complete. This is a great option if you only want to send the signed document after the process has been completed.
- Use Sender based on a merge field value. This allows users to map a Formstack sign account as a merge field and would override the sender field that shows by default at the top. In a case where this doesn't result in a valid Formstack account, the default account option would be selected as the sender.
After you have saved your Formstack Sign settings, you’re all done with the setup inside Formstack Documents and we’re ready to set up the integration with any service that you use to collect your customers’ information.
After your integration is set up, congrats, you’re all done! You can now automatically populate all types of documents using Formstack Documents and collect signatures with Formstack Sign.
FAQ
Q: I’ve encountered a merge error that says “Could not refresh your Formstack Sign access token: Array ({error}=>invalid_grant).” What do I do to resolve this?
A: This error indicates that your Formstack Sign account needs to be re-authenticated with Formstack Documents.
Follow these steps to resolve the issue:
- In Formstack Documents, click your name in the top-right corner.
- From the dropdown menu, select Delivery Accounts.
- Find the delivery account linked to Formstack Sign that’s showing the error.
- Click Re-authenticate to reconnect your Formstack Sign account.
Once re-authenticated, your merge should run successfully again.