Automatically inserting e-signature

Jess Wix

Hi,

I am looking to create a form that staff members can physically sign upon submission. I know there is integration with docusign however it needs to be all included on the form and not them waiting for an email to sign a document. I don't think this is available in Smartsheet yet.

Another option I have considered is to have a sheet with signature images that I can link to the sheet that I need the signature on. So if Employee #1 checks the field "I confirm this is true" and submits the form, in the sheet there would be a helper column with an IF formula IF(Name@row='Employee #1', Insert signature sheet image). Then I could generate a document with the signature image.

Would this work? - If not, Is there potentially another way to do this?

Example of what is needed.

Thank you!

JW

Paul Newcome

You would need to designate some sort of electronic signature for each person. Images of physical signatures will not work. You would have to use something like a text box with helper text that says something along the lines of "By typing your name and today's date in this field, you are electronically signing this form" or some such verbiage.

Andrée Starå

Hi @Jess Wix

I hope you're well and safe!

To add to Paul's excellent advice/answer.

• Another option could be to use a 3rd-party form service with the signing as part of it.

Is that an option?

I hope that helps!

Have a fantastic week & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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