How To Create An Online Signature Form TODAY In 3 Simple Steps
As we continue to move further into the digital age, we simply cannot put into words how the internet has made our lives more convenient.
Among the many innovations we have seen, one that typically goes unnoticed are electronic signatures and how they have simplified processing documentation.
Seriously. Think back to the steps we had to take in order to sign and send service contracts, legal documents, etc.
- The first party would have to send the legal document via email. The recipient would then have to print out and hand-sign the document. Then scan or fax the document back over to the first party who would then have to review and process it.
The whole process was inconvenient and, for the most part, tedious for both parties.
The online signature has made the entire process hassle-free. Not only are online signatures now more convenient for both parties, but they also support paperless work and will speed up the documenting process.
Are you ready to make your life easier? Learn how to set-up and start gathering online signatures NOW in these three simple steps. By integrating an online signature to your forms you will:
- Make it easy for your consumers or clients to sign agreements or contracts.
- Make yours and the second party’s life more convenient.
- Allow you to close deals at a much more efficient rate.
Download The WPForms Plugin
If you haven’t already, you need to download the WPForms plugin for your WordPress website. All you have to do to create online forms with WPForms is to drag and drop the fields you want and hit publish.
To add a signature field you will need to install and activate the Signature addon. See how to install and activate addons in WPForms.
Once you have the Signature addon activated on your website, the field optional will appear when you go to create a form.
Create Your Form Using A Signature Form Template
After adding the Signature addon, you will be able to create a signature form the same way you have created your other online forms using WPForms.
Here is where you have the free reign to do what you want. Head on over to the WPForms tab and click “Add New”.
Start with a blank form template and assign the form the name “Signature Form.”
From there just drag and drop the field you want just like how you would when creating other forms through WPForms.
Electronic Signature fields typically go at the very bottom of forms right after an agreement checkbox.
How many and the types of fields you add are all up to you. You can create your online signature form to your liking. WPForms is completely customizable and has a wide variety of fields to choose from. Create it how you want!
Configure & Test Your New Electronic Signature Form
Head back into your form and select settings. You want to make sure everything is properly set up before publishing on your website.
The “General” tab is where you will assign your form a title and description. It is also where you can assign specific styling classes.
Next, make sure your confirmation and notification settings are set up correctly. Most importantly, verify that you have the right email added for which you want to receive submissions.
Once you’re are finished hit save and then click embed.
Take the shortcode that is generated for you and copy it.
From there, head on over to the page or post you wish to display your new form on.
Using the shortcode you copied, paste the form on the section of your page where you want the form to be displayed.
You can style your signature form to your liking. If you’re not familiar with CSS, I suggest checking out this article on how to style WPForms with custom CSS. It will teach you the basics you need to get started.
When you finally publish your page or post with your new signature form, test it out on desktop, mobile and tablet.
You will notice that your website visitors can sign using their mouse or finger (if touchscreen).
Once you hit submit and you see the email notification come through, congratulations you have created your first Online Signature form!
Great guidelines! Thanks so much!
My current signature is “Sent from my iPhone” so I think it’s time I need to utilize your amazing blog post to my advantage. Thank you for sharing.
This is such a helpful tutorial- I am so glad online signature forms are an option these days!
Thanks for the info on electronic signatures. This is definitely the way the world is moving and you framed the instructions well.
You make it see so easy! Thanks for the information, it’s really useful x
I was searching for the signature creation steps in google.
Thanks for the detailed steps, It resolved it.
How convenient is this! More so since I’m constantly signing contracts online