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Add a signature to a form

Add a signature question to a form, make it required, and see how people sign when they fill it in.

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A Signature question asks the person filling in a form to sign it — to confirm a check was done, agree to something, or sign off a record. It's added in the form builder like any other question, and on the form it offers two ways to sign: typing a name, or drawing a signature by hand.

  1. Step 1

    Open the form

    In the side menu, click Forms, then Management. Find the form, click its ⋮ menu and choose Edit.

  2. Step 2

    Add a question

    Click Add field. A new question is added at the end of the form and its settings open.

  3. Step 3

    Name the question

    In Field Label, say who is signing or what they're agreeing to — for example, who signs off the check.

  4. Step 4

    Choose Signature

    Click Type and search for signature (or sign, consent, agree), then choose Signature, under Upload & sign. The Field Preview shows the signature box. Under Signature Configuration you can change the box's size, pen colour and thickness, and whether signers can clear and redo it.

  5. Step 5

    Make it required

    Tick Required if the form mustn't be sent without a signature, then click Done.

  6. Step 6

    Save the form

    Click Save Form. Done only closes the question; the form isn't saved until you click Save Form.

  7. Step 7

    What the signer sees

    When someone fills in the form, the signature question appears where you put it.

  8. Step 8

    Type or draw

    Type is selected to start with: the signer types their name and it's shown in a handwriting style. Draw lets them sign with a mouse, or with a finger on a touch screen.

  9. Step 9

    Accept the signature

    The signer clicks Accept to keep the signature; until then the box reads Signature ready - click Accept to save. Once saved, Replace Signature lets them sign again.

  10. Step 10

    Signatures on the mobile app

    The same question works in the mobile app, where people usually sign with a finger.

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