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Creating an AssureSign signature template

Once you have built a Create PDF to sign template and assigned it to a pre-submission rule, you can then build an Add Electronic Signature template in order to pass the PDF to AssureSign, where the customer can sign it.

warning

When using the AssureSign signature template, ensure that Resuming at start is set to No in the form settings. After signing the form the customer needs to return to the review page to complete their form submission and this setting will return the customer to the start of the form and display an error when used with the AssureSign action.

Creating a Add Electronic Signature template​

  1. Open a form, and navigate to Templates in the top navigation bar.
  2. Click the Create Template button. A window will open, asking which type of action we want to create a template for.
  3. Select Add Electronic Signature under the "AssureSign" section, and click the Next button. We'll then be taken to the template builder for this action.
  4. Enter a title and click the Next button.
  5. Select the document template that should be used in AssureSign, give your document a name, and click the Next button.
  6. Complete the mappings as shown in the final step. You can map a question, variable or logic formulae to each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.
  7. Click the Save button to create the template.
tip

Once built, this should then be added to a pre-submission rule, after a Create PDF to sign action.