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

Step 1: Adding the Signature Custom Field to Your Form or Survey

  • Navigate to the Form Builder (or Survey Builder).

  • You’ll see Standard Fields and Custom Fields in the menu on the right.

    • Standard Fields are commonly used, default fields in the system, such as name, email, and phone.

    • Custom Fields are those you’ve created specifically for your business needs.

  • Click Add Custom Field.

  • In the pop up window, choose Signature from the options. You can name the field, like “Sign here” if you wish.

  • Click save and the popup will close.

  • 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 2: Accessing Signatures

  • Navigate to your Contacts/Smart Lists.

  • Click into a Contact Record.

  • Under “Additional Info” you’ll see their signature, captured from a form or survey.

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