signing smartsheet input forms

Chadwick W
edited 12/09/19 in Smartsheet Basics

Does anyone know how to sign input Smartsheet forms? I know that Smartsheet and Docusign integrates. However, I'm not sure how that would work in input forms. 

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Chadwick,

    The form is filled out and sent to a sheet, and then you can initiate the signing process. 

    There are more details, but in short, this is how it works. 

    Best,

    Andrée Starå - Workflow Consultant @ Get Done Consulting 

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭

    Hi Chadwick

    while you cannot at present complete a Smartsheet Form and sign in a box for eg initiating a contract, there is new functionality  appearing all the time to help create intuitive workflows. 

    Docusign integration with Smartsheet has been around for a while, is really good and can handle lots of complex docs like Renting property, guarantors etc but it certainly isn't cheap, but it is good and worthwhile if it gives you exactly what you need. 

    More recently Iphone and Androids have been able to "Annotate" photos or screenshots which can include a "Finger Signature" like my sample attached and the sort of thing a delivery driver would ask for. 

    These "annotated Photos" can be uploaded to Smartsheet for Proof of... or a requirement for... and apart from explaining to your users how to do it the first time, there is no cost attached. So I suggest you do some testing with touchscreen devices? 

    Stepping outside of Smartsheet Form entry we can use Appsheet as the user interface for Smartsheet held data, which can capture signatures within a form (your initial request) or we have property inspectors who take photos of issues on their phones, circle the faulty areas, then provide some written text on what the resolution needs, click send and the HQ database is updated in Smartsheet, Excel or Google so the PM can take action collaboratively. 

    Hope some of that inspires you to look a little deeper? If you get stuck, we can help and good luck. 

    PS you can also sign PDFs now too! 

    RichardR

       

     

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