Creating a PDF template

In order for customers to sign their forms electronically, your form will first need to generate a PDF of their submission. This PDF is then signed at AssureSign.

This should be done by creating a Create PDF to sign template, which should then be added to a pre-submission rule, just before an Add Electronic Signature action.

Building a Create PDF to sign template is very similar to creating a standard PDF generation template.

To do this:

  1. Navigate to Templates in the top navigation bar (under the form title).

  2. Click Create Template.

  3. A popover will open, asking which type of action we want to create a template for. Choose Create PDF to sign under the AssureSign section, and click Next.

  4. We'll then be taken to the template builder for this action.

    It is also possible to access the template builder from within a rule, by choosing Create new... when selecting a template in a Then block.

  5. Set the title of your template, and click Next.

  6. Choose the PDF file to use, or click Upload new PDF File, and then select the PDF from your computer and give it a name. Click Next.

  7. Complete the field mappings. The left hand field names are from your PDF. 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.

  8. You will need to complete the mapping for all pages in your PDF. You can navigate the pages by using Next and Previous, or by using the drop down of pages at the top of the popover.

  9. Click Save and Finish to create the template.

To make this action fire when your form is filled in, you will need to add it to a rule - see Building a Rule.

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