Signature Custom Field in Forms and Surveys

This tutorial will show you how to create and use the signature custom field and how it can be used within the forms or surveys.

Step 1: Adding the Signature Custom Field

• Go to Settings and click on Custom Fields

• Click on Àdd Field, select the Signature option, and click on Next

• Fill in all the data needed, and save

Step 2: Adding the Signature Custom Field to the form and survey

• Navigate to the Form Builder.

• You’ll see Custom Fields in the menu on the left.
• Click Add Custom Field.
• In the sidebar, search for “Signature” and choose Signature from the options. You can name the field, like “Sign here” if you wish.

• Click and drag the Signature field into the form.

• Click Save Form.
• Click Integrate Form.
• Copy the link and paste it into the browser, or wherever you wish to use it.

• Enhancing Signature Authenticity and Validation:

1. When a form or survey with a signature field is submitted, an encrypted hash is generated.

1. This hash appears below the signature field in the submission records.

1. When downloading the submission as a PDF, both the time signed and the encoded hash are included for verification purposes.

Step 3: Accessing Signatures

The signatures are integrated into contact records and stored

• Navigate to your Contacts/Smart Lists.
• Click into a Contact Record.
• Under the group you selected the signature to be, you’ll see their signature, captured from a form or survey.

If you anticipate multiple signatures, you can create a signature custom folder to keep track of the information you are collecting. These Folders will also show up in the contact Card to keep your data collection organized.

FAQs

1. How do I add a signature custom field to my existing forms or surveys?

• Follow the steps under “Adding the Signature Custom Field to Forms and Surveys” to incorporate the signature field into your forms or surveys.

2. Can I rename the signature field in the form?

• Yes, you can rename the signature field when adding it to the form. For example, you can use “Sign Here” or any other appropriate name.

3. How is the authenticity of a signature verified?

• Each signature is accompanied by an encrypted hash, which can be viewed in submission records and included in the PDF download for verification purposes.

4. Where can I view the signatures once they are submitted?

• Signatures are stored within contact records. Navigate to Contacts or Smart Lists and access the specific contact record to view the signature.

5. Can I organize multiple signatures for a contact?

• Yes, you can create a Signature Custom Folder to manage and organize multiple signatures for better data tracking.

6. Are signatures stored securely?

• Yes, signatures are encrypted and stored securely, with additional verification information included in submission records and PDF downloads.