In this tutorial, we’ll show you how to use the signature custom field and how it can be used in forms or surveys.
Step 1: Adding the Signature Custom Field to Your Form or Survey
First, go to the Form Builder (or Survey Builder). On the menu on the right, you’ll find Standard Fields and Custom Fields. Standard Fields are commonly-used fields like name, email and phone. Custom Fields are those that you created for your business needs.
To add a new custom field, click on “Add Custom Field”. Scroll down until you find “Signature”. You can also give it a special name like “Sign here”. When you’re done, click save and the popup window will close. Drag the Signature field into your form and click “Save Form.” Finally, copy the link so you can use it wherever you want.
Step 2: Accessing Signatures
Go to Contacts/Smart Lists and pick a Contact Record. Here’s where you’ll see their signature which was captured from a form or survey under “Additional Info”.