eSign Integrations
Form.io contains eSign integrations that allow forms to request an eSignature from a form user on submitted forms.
Last updated
Was this helpful?
Form.io contains eSign integrations that allow forms to request an eSignature from a form user on submitted forms.
Last updated
Was this helpful?
Form.io allows integration with eSignature providers to capture an eSignature, a digital signature, from one or multiple signers. This process is customizable and works for both PDF and API forms.
The Form.io Box Sign Integration will soon be deprecated
To add an eSignature component, drag and drop a Signature component onto a form as seen below:
Once placed, the Signature component edit modal opens. Click on the "Providers" tab to select a supported eSignature provider. The available options are:
Default - This is a standard digital signature that should be signed upon form submission
Box Sign
The Form.io Box Sign Integration will soon be deprecated
When selecting a provider other than Default, additional fields are available:
Signer Email - The email address of the person needing to provide a signature. This can be a string email address or an interpolated value. For example, in the above screenshot, the value is {{data.emailAddress}}. This assumes there is another component on the form whose display and API value is "Email Address". The value of this component will be substituted for {{data.emailAddress}}.
Signer Order - The order in which this recipient should receive an email request for signature. Example: any value between 1 and integer max value.
Add the eSign action under the Form's "Actions" tab by selecting "eSign (Premium)" from the drop-down on the Actions page as seen below:
The eSign action screen contains several options.
The available options include:
Approvers - Recipients who need to approve a document sent for eSignature, but do not need to provide a signature. The values here can be a string email address or an interpolated value. Example values: approver@example.com or {{data.approverEmailAddress}}
Final Signed Copy Recipients - Recipients who need to be sent a copy of the signed document once signing has been completed. The values here can be a string email address or an interpolated value. Example values: final_copy_recipient@example.com or {{data.finalCopyRecipientEmail}}
Automatically redirect to E-Sign provider on Form Submit - By checking this box, the form will automatically redirect to the eSignature provider website upon form submission to allow the person submitting the form to provide a signature. Note that there is no redirect back to Form.io upon signature completion. You will have to navigate back to Form.io.
Email Subject - A custom email subject to be included in the signature request email. Valid values are string values. Example: Please eSign this form
Email Message - A custom email message to be included in the signature request email. Valid values are string values. Example: This is my test email message
Name of upload PDF File - The name you wish to customize for the file when uploaded to eSignature provider. Valid values are string values. By default, if you leave this field blank, the name of the file when uploaded to the box will be the submission id. Example: My request form
Before eSign can be use, set the appropriate eSign integration settings on the project's settings:
