Posts Tagged ‘esignature’
eSign a Form With Your Phone
eSign a form with your phone — even when you submit it with a computer.
When you submit a form with a phone or tablet, you can e-sign it directly on the screen, exactly as you would write your signature on a paper document.
FormSmarts provides several signing options on devices without a touchscreen like computers or smart TVs. First, you can write your eSignature on paper and scan it with the device’s camera. You can also eSign the form with your mouse or trackpad. Last but not least, you can easily capture your eSignature with your phone.
How to Sign a Form With Your Phone
FormSmarts suggests the best way to sign a form based on the capabilities of your device. On a computer, we usually recommend that you write your signature on paper and scan it with the camera (demo video). But you can also sign on your phone and instantly transfer the signature to the form on your computer.
To get started, click on the signature box of a form on your computer.
If the form reports that no camera is available or when your browser asks you to permit FormSmarts to use the camera of your computer, click the Sign on your phone link.
A QR code appears on screen
Scan the QR Code With Your Phone
Open the camera app of your phone and point the camera at the QR code. Tap the formsmarts.com banner to open the link with the browser of your phone, as shown below.
This screenshot shows how to scan the QR code on an iPhone, but it works the same way on Android.
Draw Your eSignature
Draw your eSignature on your phone and tap the Use This Signature button to transfer the signature to the form on your computer. If needed, use the Clear button to reset the signature pad and try again. The signature pad works both when holding your phone in portrait and landscape mode (shown below).
Posted on Jul 2nd, 2023 in online form.
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Tags: esignature
How to Make a Form You Can Save, Edit and Share
FormSmarts supports complex application forms that an individual may start to complete, save and come back to edit over the course of several weeks. They may also invite a partner, co-signer or customer to fill out part of the form.
Save & Resume Forms
Standard forms are are short and transactional. An individuals starts filling out a form and submits it within a few minutes.
FormSmarts also offers Save & Resume forms. Save & Resume forms are long-lived. A user may save a form and come back to edit it as much as needed for a period as long as 30 days.
Collaborative Submission
When a person saves a form, they can invite someone else to continue the same form entry.
This supports application like:
- Online applications and reports with multiple parties, where each person fills out and signs part of a form and any of the contributors can submit it
- Online applications for services like loans and insurances where an agent starts an application with a customer on the phone or online chat, then hands off the application to the customer for them to complete and submit.
Comparing Standard and Save & Resume Forms
The table below outlines the main benefits of the Save & Resume feature and compares Save & Resume forms to standard forms.
| Standard form | Save & Resume form | Save & Resume form with Submit for Review | |
|---|---|---|---|
| Submitter can come back to edit a form | No | Yes | Yes |
| Multiple individuals may complete a form together | No | Yes | Yes |
| Staff reviews forms before they are submitted permanently | No | No | Yes | Staff can edit form responses after they have been submitted | Yes | Yes | Yes |
Save & Resume forms have an optional Submit for Review workflow. When enabled, a member of your team needs to review and approve or reject each form submitted to ensure it complies with your requirements.
Posted on Apr 17th, 2023 in collaboration.
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Tags: collaboration, digital contract, esignature, team