E-signatures make it easy for people to give their consent or approval right in your Custom Form. They’re secure and automatically record the date and time — helping you keep things organized and paper-free.

Step-By-Step Instructions

1. Navigate to the relevant form.
2. Click the three dots to the right of the form name.
3. Choose Edit from the dropdown.
4. On the Form Builder tab, select E-Signatures.
5. Click Publish to make the form shareable.

Email Verification

You can also choose to require email verification. This sends a confirmation message to the user’s email address, allowing them to verify their identity. Here’s how:

1. Hover over the E-Signature field on the form.
2. Click the pencil icon to edit.
3. Toggle on After signing, require the signer to verify their email address.
4. Click Update to save your changes.
5. Click Publish to make the changes shareable.

4. After submitting the form, the client will see an Email Address Verification notification, and an email will be sent to them to verify their email address.

⚠️ Important: The form submission won’t appear in Safari Portal, and you won’t receive a form response email notification until the client verifies their email address.

More About E-Signatures

• Clients can add their e-signature to a Custom Form by either typing or drawing it.
  

• To submit a form that includes an e-signature field, clients must check the box confirming, By signing, I understand that this is a legally binding contract.
• Submitted signatures can be downloaded from the form submission as needed.

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