Signature Fields

1. Select the field on the canvas, and the options will appear in the right pane.
2. Under Field label, enter the field label that will appear next to the field on the form.
3. Under Variable, specify a name for the field variable associated with this field. If you do not specify a variable name, Forms will automatically assign the field one based on its label.
4. 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.
5. Under Display options, select Required if users must fill in this field before submitting the form. Select Read-only if users should not be allowed to modify this field.

Note: If a required field is hidden with a field rule, it is no longer required. A required field is only required when it appears on the form.

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 to be read-only. For example, suppose Sally has a form that needs to be signed by an employee and then routed to a manager for review. On the form that 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.

6. Under Signature Size, specify the signature field width if needed to fit within your form design.
7. Under Button label, edit the text of the button displayed.
8. 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.
9. 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.

10. 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 the CSS classes to assign this field. Learn more about using CSS.
11. To configure field specific rules, click the Rules tab.
12. Your field changes will be applied to the form automatically.

Note: The labels, tooltip, text above, and text below settings support the use of simple HTML markup for formatting purposes.

1. Select the field on the canvas and click Edit.
2. Type the field label under Field label.
3. 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.

Note: When monitoring processes, 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.

4. 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 after the form is submitted.

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 to be display-only. For example, suppose Sally has a form that needs to be signed by an employee and then routed to a manager for review. On the form that the employee signs, the signature field is not display-only, allowing the employee to sign the form. On the form the manager reviews, Sally makes the signature field display-only so the manager will see the employee's signature instead of a Sign button.

5. Optional: Type additional text around the field under Text above field and Text below field. Click the Insert variables button to insert a variable into the text.
6. Optional: Specify the signature field width if needed to fit within your form design.
7. Optional: Select whether users will be allowed to use a saved default signature or be prompted to sign the form.

   Note: When signing a form, users will always have to option to use the signature as a default for future forms.

8. To configure advanced options, click the Advanced tab.
• Under Tooltip, specify the help text that will appear when users hover over the field. Click the Insert variables button to insert a variable into the text.
• Under CSS class, specify a CSS class to assign to this field.
9. When you are finished editing the field settings, click Done. Your changes will be saved automatically.