How to Add an E-Signature Element to Your Form Builder
Adding an e-signature element to your form builder is a simple and effective way to gather signatures from your clients. Follow these steps to add an e-signature block to your forms and ensure secure and compliant client sign-offs.
What is an E-Signature Block?
An e-signature block is a secure way for your clients to electronically sign any of your forms. This includes forms such as a Terms and Conditions with Signature form. By adding an e-signature block, you can ensure that your clients are opting in to your terms in a secure and compliant manner.
Step-by-Step Guide to Adding an E-Signature Block
Create a Form
Start by creating a new form in Tern.
Access General Elements
Scroll to the bottom of the page to find the General Elements section.
Add Terms and Conditions Block
Locate the Terms and Conditions block.
Drag and drop the Terms and Conditions block onto your form.
Add E-Signature Block
Find the E-Signature block.
Drag and drop the E-Signature block onto your form, following the Terms and Conditions block.
What Your Clients Will See
Prompt for Information
Your clients will be prompted to enter their information and check a box agreeing to your Terms and Conditions.
E-Signature Requirement
Clients will be required to add an e-signature and check a box agreeing to the e-signature.
Recording and Storing Responses
Once the form is completed, the e-signature response will be recorded and stored in your forms, adding an extra layer of security to documents such as client agreements or Terms and Conditions.
Adding a Date Field (Optional)
If you would like to add a date field for your clients to enter, you can do so by adding a text field.
Note that every form response is automatically timestamped, so adding a date field is not necessary.
We are thrilled to offer this new feature and hope that you will find it useful in your business. If you have any further questions or need assistance, please reach out to our support team at [email protected].