Signature Fields
Settings
Editing a Signature Field in the Form Designer
- Select the field on the canvas, and the options will appear in the right pane.
- Type the field label under Field label.
- Type a name for the field variable for this field under Variables. If you do not specify a name, one will be assigned based on the field label.
- Under Text above field and Text below field, you can enter any additional text that should appear with the field. Click the Insert variable button to include a variable with this text.
- Under Display options, select Required if users must sign this form before submitting the form. Select Read-only if users should not be allowed to modify this signature.
- Under Signature size specify the desired size of the signature display on the form. The default is Large, select the size that fits your form design best.
- Under Button label, set the text to display on the button, the default value is Sign.
- Under Sign Options select Use the default signature for the current user (if applicable)to allow registered users to re-use an existing signature if available. Select Mark field as read-only when signed in a previous step to prevent the ability to change the signature when the form is used in another step.
- Under Signature Input Method select which format(s) of signature may be used.
Note: Requiring a drawn signature may introduce limitations for accessibility by requiring the use of a mouse or touch screen.
- To configure advanced options, click the Advanced tab.
- Under Tooltip, specify the help text that will appear when users hover over the field.
- Under CSS Classes, specify one or more CSS classes to assign this field. Learn more about using CSS.
- Select the Rules tab to create field rules specific to this field. Learn more about using rules.
- Your field changes will be applied to the form automatically.
Note: In the monitoring page, if the signature variable has a value, a "signed" link will appear. When clicked, the link will show an image of the signature. If you want to see information about who signed a field and when, refer to the step information or collect this information in other fields on the form. Signature variables are not available in conditional expressions.
Tip: If a specific signature field is used on multiple forms (e.g., you used the field's variable to add it to multiple forms), the signature value will not be carried over to the other forms unless it's made read-only. For example, Sally has a form that needs to be signed by an employee and then routed to a manager for review. On the form the employee signs, the signature field is not read-only, allowing the employee to sign the form. On the form the manager reviews, Sally makes the signature field read-only so the manager will see the employee's signature instead of a Sign button.
Note: The labels, tooltip, text above, and text below settings in the form designer support the use of simple HTML markup for formatting purposes.
Editing a Signature Field in the Classic Form Designer
- Select the field on the canvas and click Edit.
- Type the field label under Field label.
- Type a name for the field variable for this field under Variables. If you do not specify a name, one will be assigned based on the field label.
- Specify additional details about the field under Field options:
- Required: Users must fill in this field before submitting the form. If a required field is hidden with a field rule, it is no longer required.
- Display-only: Users cannot modify this field.
- Optional: Type additional text around the field under Text above field and Text below field. You can add a variable.
- Under How should this field be signed?, specify what should happen when the user clicks the Sign button. Either the field will automatically insert the user's default signature (if they have one), or it will provide a box where the user can draw or type their signature. If you choose to have the field automatically insert the user's default signature, the user can always edit their signature before they submit the form by clicking the edit button next to the field.
- To configure advanced options, click the Advanced tab.
- Under Tooltip, specify the help text that will appear when users hover over the field.
- Under CSS class, specify a CSS class to assign this field. Learn more about using CSS.
- When you are finished editing the field settings, click Done. Your changes will be applied to the form automatically.
Note: In the monitoring page, if the signature variable has a value, a "signed" link will appear. When clicked, the link will show an image of the signature. If you want to see information about who signed a field and when, refer to the step information or collect this information in other fields on the form. Signature variables are not available in conditional expressions.
Tip: If a specific signature field is used on multiple forms (e.g., you used the field's variable to add it to multiple forms), the signature value will not be carried over to the other forms unless it's made read-only. For example, Sally has a form that needs to be signed by an employee and then routed to a manager for review. On the form the employee signs, the signature field is not read-only, allowing the employee to sign the form. On the form the manager reviews, Sally makes the signature field read-only so the manager will see the employee's signature instead of a Sign button.
Displaying Previous Signature Values
When a form moves from one task in a process to another, the signature value from the first form cannot appear as an editable value in the second form. This prevents others from modifying someone's signature in later form. However, you can add the signature value to a second task as a read-only value.
- Add and configure a Signature field in the first form.
- Create a second form placed later in the process, and add a Signature field to the second form using the first form's variable.
- Set the second Signature field to read-only. If you do not set the field to read-only, you cannot present the original value.
Related topics
- Classic Designer only: Javascript Customizations for Signature Fields