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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hayley_boyd23

Hi all, looking into this as well for myself as we have a checklist that needs to be signed while on site with the Construction Manager while completing the form in Smartsheet. This would be a huge help to be able to sign in the form instead of using add-ons and sending it to the signer, due to us having several different signatures each week. Please add signing options :)

YitzhakHandelZebra

We are already a SmartSheet customer, and so my Windows single sign-on signs me also in to SmartSheet, for one I use already.

In our case for signatures, replacing a paper form with about seven signature boxes, it would suffice if they typed in their signature as guided by text, but that SmartSheet will track who made that entry - and as long as we can demonstrate that the name in the box matches the verified ID, we're okay. Is that possible?