Forms allow you to create a document once and share it so that it doesn’t need to be initiated each time by You. You can share a form via link or QR code, enabling the form filler to initiate the document, complete the fields you’ve defined, and sign it electronically without your involvement.
Forms are especially useful when you want multiple people to provide information, for example:
- Vacation request form
- New employee onboarding document
- AML documentation
- Loan applications
- Student registration forms
- Purchase forms, and more
How to create a form?
Go to the Forms page and upload a document.
After uploading, the form filler is automatically added as the recipient.
You can choose the appropriate authentication method.
Choose how the form will be shared and filled:
- Via SMS - the user enters their phone number, and the document is sent via SMS
- Via email - the user enters their email, and the form is sent to their inbox
- Via link - the user accesses the document directly from the link, fills it out, and signs it.
Link sharing is available only in the Enterprise plan.
If you want another person to participate in the form process (for example, at the signing or approval stage), you can add them individually with the appropriate role.
(Note: this person(s) will be predefined for all documents, and changes can only be made by editing the form.)
How to create a fillable document?
After uploading the document, go to the document preparation stage, where you will add fillable fields for the form filler. In the form, you can add:
- Fields for personal information (name, email, personal ID, etc.);
- Free text fields;
- Selection fields (Drop-down);
- Checkboxes;
- File attachment fields (where the filler can upload a file), etc.
Customize each field according to your needs - title them appropriately and require specific data entry or file uploads.
You can find more details about fillable fields here.
Finally, add a signature field so that the user can sign the form.
How to set form parameters?
Set the form parameters at the final stage, including:
- Form name and Message
- Document access period
- Automatic reminders
- Folders and tags
Review the details and click "Save".
After that, a window will appear from which you can copy the link or QR code.
In the future, you can generate a link or QR code at any time from the Forms page.
How to share a form?
Now you can copy the form link or QR code and share it with anyone to fill out.
You can also embed the link or QR code on your website so that users can access the form directly from the site.
Using a QR code is especially useful in front offices, where users can easily scan and fill out a form you’ve created in advance.
What happens after a form is shared?
After accessing the link, the process will start automatically:
- If the form is shared via SMS, the user enters their phone number and the document is sent via SMS.
- If shared via email, the user enters their email and receives the document in their inbox.
- If shared via link, the user only enters their name and surname and accesses the document directly from the link.
As soon as the form is filled out, Signify automatically generates a new document - this means that a unique document is created in your account for each submission.
Then, the user completes the fillable fields you defined and signs the document. The process is completed just like a regular signature.
Forms allow you to simplify repetitive processes - create a document once and make it available to everyone who needs to fill it out and sign it.
This way, you can easily receive numerous documents from a single form - based on one link, automatically, securely, and without any additional actions.
Forms help you save time, streamline repetitive processes, and make receiving documents as simple as sharing a link.