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
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Navigate to the Form Builder.
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You’ll see Standard Fields and Custom Fields in the menu on the right.
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Standard Fields are commonly used, default fields in Enrollio, such as name, email, and phone.
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Custom Fields are those you’ve created specifically for your business needs. They can be organized into folders.
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Click Add Custom Field.
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In the Side Bar, search for “Signature” and choose Signature from the options. You can name the field, like “Sign here” if you wish.
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Click and drag the Signature field into the form.
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Click Save Form.
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Click Integrate Form.
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Copy the link and paste it into the browser, or wherever you wish to use it.
Step 2: Accessing Signatures
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Navigate to your Contacts/Smart Lists.
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Click into a Contact Record.
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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.