How to Send Documents and Collect E-Signatures

Overview of Signature Custom Fields

The CRM system enables users to insert signature fields into forms and surveys, streamlining the process of gathering e-signatures for essential documents like contracts, agreements, or consent forms. This feature is especially beneficial for businesses that need legally enforceable signatures from clients or customers.

Steps to Add a Signature Field

1. Access the Form or Survey Builder:
Navigate to the form or survey builder tool within the CRM where you want to include a signature field.



2. Familiarize Yourself with Field Options:
When adding a new element, you will encounter two categories of fields: standard fields (Quick Add) and custom fields. Standard fields include preset options like name, email, and phone number, while custom fields can be designed to meet specific requirements.

3. Create a Custom Signature Field:

• Select "Add Custom Field."
• In the pop-up, choose "Signature" from the available options.

• Give the field a name (e.g., "Sign Here") and assign it to a group if necessary.
• Click "Save" to finalize your settings.

4. Insert the Signature Field in Your Form:

• Drag the signature field into your form layout.

• Save the form to retain your changes.

Using the Signature Field in Your Form

1. Integrate the Form:
After saving the form with the signature field, click the "Integrate" button.

2. Distribute the Form:
Copy the form link and share it as needed, either by pasting it into a browser or sending it to your contacts.

Viewing Collected Signatures

To access the signatures that have been submitted:

1. Go to Contacts or Smart Lists:
From the CRM dashboard, navigate to the Contacts or Smart Lists section.

2. Select a Contact Record:
Choose the record for the contact whose signature you need to review.

3. Review the Signature:
Within the contact's profile, find the section where the Signature field is saved, and you will see the signature captured from the form or survey.

Troubleshooting and Frequently Asked Questions

• Why isn't the signature field showing up on my form?
  Make sure that the signature custom field has been properly added and saved. If the issue continues, try refreshing the form builder or reach out to support for help.
  
  

• Can I use the signature field in any type of form or survey?
  Yes, the signature field is versatile and can be included in any form or survey within the CRM.
  
  

• Are the e-signatures legally binding?
  The legal validity of e-signatures depends on local laws. While the CRM can capture these signatures, it's important to consult a legal expert in your area to ensure compliance with legal requirements.