How do I integrate eSignatures into Smart Forms?

FormHero Studio supports HelloSign, OneSpan, and DocuSign integrations. Let's review the steps to set this up for your account.

Before getting started, please ensure you have an account with HelloSign, OneSpan, or DocuSign.

Adding eSignature Integration to your Organization

 

Click on the Menu Icon in the Top Right corner in Studio.

Ensure the organization is your company name, and select the team you would like to apply the integration to, or select "All" for eSignature to be used across the organization.

To check if any integrations have already been added, hit the "Go" button.

Screen Shot 2019-06-13 at 10.25.17 AM

To add an integration, hit the "+ New Integration" button above the "Go" button.

In the pop up modal, under Integration Type, select "eSignature" service, and hit "Next".

Screen Shot 2019-06-13 at 10.29.16 AM

Under Set Up, provide an Integration Name (e.g. DocuSign Integration), add a comment (optional) and select the Provider you plan to use. Once you've selected the Provider, additional fields will show up depending on the sign-in requirements for the provider.

**Please note that OneSpan is not currently available for use.

Once you have filled out the Provider details in the Set Up section, you will move into the Teams section in which you can select which teams (or all) you would like to make this integration available for.

Click Save to complete the integration.

Adding eSignatures to your Output PDF

 

In your smart form, click on Documents and click into the form you would like an eSignature on.

Find the page where the Signature field resides, then on the data mapping side, click on Signing & Date Locations.

Screen Shot 2019-06-13 at 11.00.07 AM

Once you click Add Signature Field, the options for Signer Role and X & Y coordinates will appear. Set your coordinates, apply and save.

Adding eSignature to your Smart Form

 

In your smart form, go to the Submission Panel and click on Destinations.

 

Under What should FormHero do when your user submits the Smart Form, select Get eSignature then Thank the User.

 

Screen Shot 2019-06-13 at 10.51.38 AM

You can then select your eSignature Provider, add in a Document/Package Description, Recipient Name and Email. You can use handlebars templating for the Name and Email field to can be dynamically populate these fields with data from the smart form.

 

Select the Outputs to include as Attachments (the documents that require an eSignature), and hit Apply to save these changes.

Screen Shot 2019-06-13 at 10.54.12 AM

Save your form and preview to see eSignature in Action.