Is there a way to integrate a signature into submitted forms?

 
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We cant use the intake and adoption contract forms on rescue groups because there's no signature. Is there any plans to add that or a third party option that would still keep the form on rescue groups and the dogs profile?

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    3 answers

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      We would like to have our adoption contract accept an electronic signature.  Right now we print 2 copies of the contract and both copies are physically signed.  The adopter keeps one and the foster sends in one for our records. 

      I looked at the above documentation links on setting up the form, but I don't see anything about the electronic signature.  Is that added by Support? 

      Then what is the process once the form is set up by Support?  Do we go in and fill out the form selecting contact info, dog info, etc.;  Email it to the adopter,; they digitally sign and email it back to us?  

      Thanks!

      Stacey

      1. Michelle [RG]

        Stacey, an electronic signature can be added to a PDF Contract. 

        Here's more on the PDF Contracts feature: Using PDF contracts

        If you have the full version of Adobe PDF, you can add the form fields yourself and send that to us to add to your account. 

        Using PDF contracts#Availablefieldsforcontracts

        If you have Adobe PDF full version and would like to create the form fields yourself but need guidance, please open a support ticket.

        If you would like us to add the form fields to your contract, you would open a support ticket and send us a word doc or pdf of your contract. A line height of 1.5 works best, and be sure to leave enough room to populate with data. 

        How much space do I need to provide on my word doc for the PDF contract fields?

        Warmly,

        Michelle

      2. Stacey McVey

        Michelle, I read the documentation under Using PDF contracts.  It talks about printing the contract after it has been generated.  We would like to send the completed contract to the adopter to electronically sign.  And it gets sent back to us with the signature.  Is that possible?

        Thank you,

        Stacey

      3. jessi

        Stacey, we use airtable and aida forms to prefill an adoption contract and create a link for adopters to look over and sign.  Both have non-profit discounts. 

      4. Michelle [RG]

        Stacey,

        Instead of printing the PDF, once generated you would save the PDF to your computer and email it. Then they can email you the digitally signed copy back for you to upload to the Contact File and/or the adopted Animal File.

        Michelle

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      Jessi,

      You can set up a PDF Contract and include a Digital Signature. 

      Here's more on this feature:

      Using PDF contracts

      How much space do I need to provide on my word doc for the PDF contract fields?

      If you would like to set up a PDF Contract, please open a support ticket https://rescuegroups.org/support/

      Warmly,

      Michelle

      1. jessi

        Doesnt that take it off rescue groups at that point? I'd still have to manually add it back which defeats the purpose of having forms.

      2. Michelle [RG]

        Jessi,

        You are using the Website Service. You could upload the digitally signed PDF to the Contact record. There is a link at the top of each contact record to upload Files.

        You could also use Adobe Scan on your phone to quickly create a scan of the physically signed document and then upload that scanned document to the contact record.

        Warmly,

        Michelle

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      We generate the completed form and print it out for a physical signature.  Our plan in the future is to integrate with docusign.

      in the mean time, (for what it's worth) a typed signature is valid and will hold up on court (ask me how I know!!)  the last item on my electronic application is:

      I certify that the information entered on this application is true.

      Enter your name and date:  


      I have sued and won based on THIS ELECTRONIC acknowledgment.

      your mileage may vary.

      Bobbi

      Director Yorkie Rescue Houston

      1. jessi

        What would the integration with docusign look like? Is it fairly straightforward to set up? We use adobe sign but the back and forth between the gmail it goes to and rescue groups seems unnecessary.


        Thats good to know. I put something similar on ours but got some skepticism that is would be legal so we haven't used it. *By typing my name below, I am electronically signing my application." 

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