Whether you need a customer to sign a work order or an employee to sign a weekly timesheet, quick and easy signature capture in your mobile forms is important. Thankfully, adding them to mobile forms is easy. Follow the 3 steps below and start using signature fields in your forms.
Step 1: Login to GoFormz, and Select Your Template
First, login to your GoFormz account and open the form template that you want to add a signature box to.
In this example, we will be adding a signature field to a Work Order form.
2. Adding & Formatting the Signature Field
Next, from the Toolbox menu on the left side of the Template Editor, drag & drop a Signature field onto your form.
Once the field is on your form, be sure to move it into its designated location. Within our customer Work Order form example, we want the signature to be captured in a specific location at the bottom (see example).
Notice that the box is not sized correctly. To resize, just click and pull the edges of the field until it has the proper dimensions. Once resized, use the Properties menu on the right to appropriately name the field. You can also set the field to be required (before the form can be completed.)
This is what our example signature looks like after we have properly named, described, colored, and made it a required field.
*Super ProTip: make the Signature field box larger than the area in which you want the actual signature to appear. Remember that these signatures will be done on a mobile device so you want to make it easier for the signee.
3. Test Your Signature Field
Remember to save your template before creating a test form. The best testing will be on a mobile device since most signatures in the field are captured through them. In the GoFormz mobile app, open the template where you just added the signature field, create a form, and tap on the signature to test. This is what our test form looks like after signing.