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How to Collect Electronic Signatures in Online Forms

How to Collect Electronic Signatures in Online Forms

New laws about electronic signatures allow many legal and banking forms to be completed online. Learn how to use signature fields in online forms to take advantage of the possibilities.

Electronic signature on your online forms
Electronic signatures aren't new, courier services embraced them almost without exception over the last ten years. In most countries these online signatures are legal and binding. As a result, electronic signatures may even be used as evidence in court in some countries.

This has opened up a whole new realm of uses for online forms. Now legal documents, lease agreement forms, loan applications and much more are easily completed online! If your form needs to be legally binding, asking for an electronic signature is a must.

Sadly there isn't yet a global standard for electronic signatures that will hold up in court. For that reason, if your form needs to be binding, it is vital to check the laws in your country.

The Formidable Digital Signature add-on

electronic signatures in Formidable forms

The Digital Signature plugin allows two ways to collect user signatures. Your users may draw their signature with a touch screen, track pad or mouse, but they also have the option to type it. The drawn option is almost certainly the preferred route, but the "Type it" option makes sure this field can be used be all your website visitors, even those with limited mobility.

Add electronic signatures to existing WordPress forms

Adding a signature field to your old forms is easy and only takes a moment. The first step is to download the Digital Signature plugin and activate it on your site. Don't forget to add your license key on the 'Formidable' → 'Plugin Licenses' page inside your WordPress dashboard.

Once the Digital Signature plugin is installed, a new field type will appear on the Form Builder page.

To add a signature field to your form, go to edit your form. Find the Signature field in the right sidebar and click or drag and drop it into the form. The signature is usually placed at the end of a form, but you can include it wherever it looks best. Finally, save the form and click 'Preview'. Now the Signature field will appear and is ready for use.

If you want to set custom text for the 'Draw It', 'Type It' or 'Clear' labels, you can do this within the field settings.

electronic signatures field options

Display electronic signatures in emails and confirmation messages

An image file is created when the submit button is clicked, and this image can be inserted in a form confirmation message, email notification, or in a View.

The simplest way to display a signature is to insert [x] in the email message or View where you want the image to be displayed. Make sure to swap out x for the ID or key of your signature field. This will embed the image into your message.

You can also show the image URL alone if you wish, without the image HTML tag. To do this simply use the shortcode [x use_html=0].

Are you collecting electronic signatures in your forms?

If you are, we'd love to see examples of this feature in action. Why not submit your creation to our community showcase and provide inspiration to others building their forms?

Not using Formidable Forms yet? Learn more about the features that make Formidable Forms the best online form builder plugin.