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This tutorial will show you how to use the signature custom field and how it can be used within the forms or surveys.

Step 1: Adding the Signature Custom Field to Your Form or Survey

• Navigate to the Form Builder.
• You’ll see Standard Fields and Custom Fields in the menu on the right.
  • Standard Fields are commonly used, default fields in Incorp Media LLC, such as name, email, and phone.
  • Custom Fields are those you’ve created specifically for your business needs. They can be organized into folders.
• Click Add Custom Field.
• In the Side Bar, search for “Signature” and choose Signature from the options. You can name the field, like “Sign here” if you wish.
• Click and drag the Signature field into the form.
• Click Save Form.
• Click Integrate Form.
• Copy the link and paste it into the browser, or wherever you wish to use it.

Step 2: Accessing Signatures

• Navigate to your Contacts/Smart Lists.
• Click into a Contact Record.
• Under “Additional Info” you’ll see their signature, captured from a form or survey.

If you anticipate multiple signatures, you can create a signatures or custom field folder to keep track of the information you are collecting. These Folders will also show up in the contact Card to keep your data collection organized.