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 Standard Fields and Custom Fields in the menu on the right.
  
  
• 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.

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.