Formstack Sign

Connecting Formstack Documents and Formstack Sign 

Your customers expect digital-first, accessible experiences. Formstack Sign helps to make that possible! Formstack Sign’s easy-to-use, no-code solution makes digital signature collection easy, fast, and secure. Your customer simply opens an email or text from Formstack Sign, clicks to eSign, and submits—all from their mobile phone, tablet, or computer. 

In this example, we’re going to show how to set up and sign a sales contract using the power of Formstack Documents and Formstack Sign. 

Pro Tip: Learn how you can simplify your document signing today by adding Formstack Sign to your Formstack suite

Setting Up Your Document

To get started, we’re going to set up our contract template using the document builder.  Inside our document, 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 populate.

Pro Tip: We’ve made getting started with Formstack Documents a breeze. Add any of our dozens of templates to your account today! 

Merge fields are added just like any other text in your document. Here are a few examples of how you might format merge fields on your document: {$FirstName}, {$CompanyName}, {$Amount}. 

Adding eSignature Tags

In this example, we will be collecting contract signatures using Formstack Sign. To do this, we will need to define where we want the eSignatures to populate in our document. 

Formstack Sign uses “Text Tags” that you can use to indicate where in the document you’d like to place the signature. Formstack Documents makes it easy to add your eSignature tags 

These text tags are just text and they look like: [sig|req|signer1]

Formstack_Sign1.gif

Note: You’ll need to change the color of your eSignatures tags to white text so your eSignatures will populate correctly. 

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])
  • 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 - a required field (Example: [sig|noreq|signer1])
  • noreq - a field that is not required (Example: [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. 

  • Signer 1 (Example: [sig|req|signer1])
  • Signer 2 (Example: [sig|req|signer2])
  • Signer 3 (Example: [sig|req|signer2]) 

Sending Your Document for eSignature

Once we’re happy with our template, we’re ready to set up our document delivery to Formstack Sign.  Head over to the Delivery tab, and select New Delivery. 

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From the list of integrations choose, Formstack Sign. If you haven’t already, you’ll be prompted to connect your Formstack Sign account. 

Once your account has been connected, the set up screen will appear. On this screen, you can add a subject line for the delivery and identify the sender and signee based on tags in your document. Select the + sign to add additional signees to our delivery.

Formstack_sign_3.png

By selecting the +More Options button, you can make the following changes to your eSignature delivery:  

  • Select “Always send to Formstack Sign” (this will be auto-selected)
  • Customize the email message to the signer
  • Delay other deliveries until the document has been signed (for example, if you only want signed documents to be uploaded to your CRM or cloud-storage after they’ve been signed)
  • Set up an email receipt 

Congrats, you’re all done!  You can now automatically populate all types of documents using Formstack Documents and collect signatures with Formstack Sign.  

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