Using a form that contains an e-signature field

Using an e-signature field in a form is a great way to easily get a signature from a client when needed, without the hassle of paper forms or document editing software. With Hushmail Secure forms, there are a few different ways to allow your clients to sign your forms.

From the compose screen

When you're composing an email in webmail, click the Add form button. A window will appear that displays your forms. Select the forms you'd like to send, and click Add forms. When you're finished writing your email, click Send.

From Form Builder

When you're reviewing your list of forms in Form Builder, you can also click the Send form from the drop-down menu to the right of the form name. This will open the email composition screen with the form already attached. Complete the rest of the fields in your email as normal and click Send.

While editing your form in Form Builder

While editing a form, there's a section in yellow at the top of the page that shows methods for requesting forms to be signed -

Copy Link

When this button is clicked, it copies the web address / URL of the form to the clipboard of the device you're using. From here, you can paste it into a new email, on your website, or send it through an alternate source, like a text message.

When a link to a form that contains an e-signature field is accessed, your client won't fill out the form here. Instead, they'll enter their email address to request a secure, private copy of the form to be emailed directly to fill out. Example below -

Compose email

Clicking the Compose email button will open the email composition screen with the form already attached. Complete the rest of the fields in your email as normal and click Send.

Embed form

This opens a window that allows you to generate the code needed to embed the form right into your website. This works similarly to accessing the form by its link, where the client will be prompted for the email address and have the form emailed to them to be completed.

More information on embedding forms can be found here.

If you need help with sending a form for e-signing, Customer Care is always happy to help.