Signatures and Signature Types in iPEGS

(We also have a video of this tutorial: https://youtu.be/tXQnF7WJ5hA )

The iPEGS system offers 3 types of electronic signature field. In this article we will look at the different types of signature and when to use them.

1. Standard Signature

 

A standard signature enables the person who has received the web form to sign electronically with their finger, stylus pen, mouse or mouse pad.

When to us a Standard Signature:

1. When sending a form to your user and only they need to sign the form

2. If you are completing a form face-to-face with your user. In this case you could have more than one standard signature i.e. for you and for your user.

To add a standard signature to you form simply select this icon from the form building menu and drag it onto your form:

2. Third Party Approval Signature

A Third Party Approval Signature enables your form to be sent back to you (or another specified email) after your user has signed and submitted the form.

When you add a Third Party Approval Signature to your form - by default it will not know where to send the form to after your user has signed and the box below will be displayed in place of the signature field:

If the form can be sent to more than one person/email then you can leave this as it is and your user will need to enter these details while they are completing the form i.e. Your Name + Email address.

However, if you want the form to automatically send the form to your specified email address then you can set this up and the above box will not be visible to your user.

To do this go to Form Manager > Cog > Form Builder > Edit the Third Party Approval Signature field > Third Party Approval Settings:

Enter your email address and your first name > Save.

Now when your user completes the form, signs and submits the form will automatically get emailed to you with a link > click the web form link > check the form > sign and submit.

To add a Third Party Approval Signature to your form select this icon from the form building menu and drag it onto your form:

When to use a Third Party Approval Signature:

1. When you (or another party) needs to sign a form after your user has completed and submitted the form remotely.

2. When you want to create a set workflow of users to complete the form in a specified order (advanced)

3. Multi Third Party Approval Signatures

Multi Third Party Approval Signatures work in a similar way to Third Party Approval Signatures - however, with this signature type the form can be sent to more than one email address at the same time - once the original user has submitted the form.

When to use Multi Third Party Approval Signatures:

1. If you need the form to be sent to 2 different people to review / complete / sign the form at the same time

Note: When the form is submitted with Multi Third Party Approval Signatures the form is sent at the same time to all of the users i.e. there is no set order. The Multi Third Party Approval users will only see the information added by the original user and not that of the other Multi Third Party users.

To add a Multi Third Party Approval Signature to your form select this icon from the form building menu and drag it onto your form:

Follow the exact same steps as with the Third Party Approval Signatures for pre-defining the Multi Third Party Approval email addresses and names. If you want the original user to enter these details leave the settings as they are.

NOTE: Third Party and Multi Third Party Approval fields are an advanced feature - if you are unsure please contact us via Web Chat or support@ipegs.co.uk

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