Capture a legally binding, E-SIGN compliant signature from Form Users both inside and outside of your organization with an eSignature field. An eSignature field can include a signature or initials.
eSignature fields are available to GoFormz accounts at the Team, Advanced, and Enterprise levels. Trial users also have access to eSignature fields.
This article covers adding a eSignature field to a Template, but does not detail the Template building process. If this is your first time building a Template in GoFormz, we recommend you review our article on building a Template before you start.
Map an eSignature field onto your Template
Drag and drop an eSignature field onto your Template.
Note: eSignature fields maintain an aspect ratio of 3.63:1 for signature and 1.2:1 for initials.
Edit your Field Properties as needed.
If you want to make sure your signer does not miss this field, make it a required field.
Click Save Draft.
Next, you must create a Form-based public Form.
Create a Form-based Public Form
With a Form-based Public Form you can deliver your Public Form to a verified recipient.
Consider setting up a Workflow to receive a notification whenever a Public Form is submitted via email.
Note: Template-based Public Forms are not E-SIGN compliant because the record of who applied the signature cannot be authenticated.
Complete the following steps in the Forms tab of the GoFormz web app.
A menu will appear asking you to Select a Form Template.
Locate the Template containing your eSignature field.
Select the Form Template you want to use to create your Form.
Enter any data necessary.
This includes any data required before you share this Form with your Form User.
If your Form doesn’t require any pre-filled data, proceed to the next step.
Click the Form drop-down menu.
Choose Create Public Form.
A menu will appear asking you to Configure your Public Form.
Configure your Public Form details including Fields to be completed, Form view type, Share PDF after submission, and Expiration.
Note: When an eSignature field is included and editable on a Form, Share PDF after submission is active by default and cannot be changed.
A menu will appear asking “How would you like to send your Form?”
Choose whether to send your Public Form by text message or email.
Provide your recipient’s name, email address or phone number, and a custom message.
Note: When an eSignature field is included and editable on a Form, Verify recipient identity is active by default and cannot be changed.
Your recipient will receive a copy of the Form by text or email based on your selection. You will receive a copy of the Form as a draft.