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Knowledge Center

Form Builder - Signature

Purpose

The Signature Block in First Due's Form Builder allows users to add signature fields to printable and emailable forms. This feature provides a way to document signatures, identify the member completing a report, and include additional contact information when needed.

Users can configure signature fields to display the member completing the report or create custom signature fields with additional information.

Background Information

The Signature Block is a customizable element within First Due's Form Builder that allows users to incorporate signature sections into printable and emailable forms.

Users can add multiple signature fields, remove unnecessary fields, and customize the information associated with each signature.

Available configuration options include:

  • Member Completing Report: Displays a signature field associated with the member completing the report, with options to include their name, phone number, and email address.
  • Custom Field: Allows users to configure a custom title, image, and additional text.
  • Multiple Signatures: Allows users to add multiple signature fields within the same Signature Block.

Signature Blocks can be added to existing forms or included when creating new forms.

Required Permissions

Users must have the appropriate permissions to access and edit printable and emailable forms within the Form Builder.

Video

Step-by-Step Guide


Step 1: Open the Form Builder

  1. Navigate to the Form Builder within First Due.
  2. Select Create Form or open an existing form that you want to edit.

Step 2: Add a Signature

  1. Within the form, locate the Add (+) button.
  2. Select the Add (+) button to display the available form elements.
  3. Scroll to the bottom of the available elements and select Signature.
  4. The Signature Block will be added to the form, displaying the Report Signatures header.

Step 3: Open the Signature Block Configuration

  1. Locate the six-dot icon associated with the Signature Block.
  2. Select the six-dot icon to access the Signature Block configuration options.
  3. Locate the additional Add (+) button used to add individual signature fields.

Step 4: Add Signature Fields

  1. Select the Add (+) button within the Signature Block configuration.
  2. A new signature field will appear.
  3. To add additional signature fields, select the Add (+) button again.
  4. To remove an unnecessary signature field, select the X associated with that field.

Step 5: Select the Signature Type

  1. Within the signature field configuration, locate the dropdown menu.
  2. Select the dropdown to display the available signature types.
  3. Choose one of the following options:
    • Member Completing Report: Configures a signature field for the member completing the report.
    • Custom Field: Allows the signature field to be customized with a title, image, and additional text.

Step 6: Configure the Member Completing Report Signature

  1. From the signature type dropdown, select Member Completing Report.
  2. Review the available information toggles.
  3. Enable the information you want displayed with the signature. Available options include:
    • Name
    • Phone Number
    • Email Address
  4. Enable one or more options based on the information you want included.

Note: In this example, the Name option is enabled to display the member's name beneath their signature.

Step 7: Configure a Custom Signature Field (Optional)

  1. From the signature type dropdown, select Custom Field.
  2. Enter a custom title for the signature field.
  3. Configure the available image option.
  4. Enter any additional information in the text box provided.
  5. Review the custom field configuration to ensure the desired information has been entered.

Step 8: Save the Signature Block

  1. Review the configured signature fields.
  2. Verify that the appropriate signature type has been selected for each field.
  3. Confirm that any additional information options are enabled or configured as needed.
  4. Select Save to save the Signature Block configuration.

Step 9: Review the Signature Block on the Printable Form

  1. Open the printable form to view the configured Signature Block.
  2. Verify that the signature section header appears as expected.
  3. Confirm that the selected signature fields are displayed.
  4. For the Member Completing Report option, verify that the signature and any enabled information, such as the member's name, appear correctly.
  5. Review the overall formatting to ensure the signature section displays as intended.

Best Practices

  • Select the Appropriate Signature Type: Use Member Completing Report when the signature should be associated with the member completing the report. Use Custom Field when additional customization is needed.
  • Include Relevant Information: Enable only the contact information necessary for the purpose of the form.
  • Use Clear Custom Titles: When configuring custom fields, provide descriptive titles that identify the intended signature.
  • Avoid Unnecessary Signature Fields: Only add the number of signature fields required for the form.
  • Review Signature Placement: Verify that the signature section appears in the appropriate location within the printable form.
  • Verify Configuration Before Saving: Confirm that the correct signature types and associated information have been selected.
  • Preview the Final Form: Review the printable form after saving to ensure all configured signature fields display correctly.

Troubleshooting & FAQs

Can I add a Signature Block to an existing form?

Yes. Signature Blocks can be added to existing printable and emailable forms or included when creating a new form.

Can I add multiple signature fields within the same Signature Block?

Yes. Select the Add (+) button within the Signature Block configuration to add additional signature fields.

How do I remove a signature field?

Within the Signature Block configuration, select the X associated with the signature field you want to remove.

What is the difference between Member Completing Report and Custom Field?

Member Completing Report allows you to configure a signature field for the member completing the report, with optional name, phone number, and email address information.

Custom Field provides additional customization options, including a custom title, image, and text field.

Can I display the member's name beneath their signature?

Yes. When configuring the Member Completing Report signature, enable the Name toggle to include the member's name.

Can I include the member's phone number or email address?

Yes. The Member Completing Report signature configuration includes options to display the member's name, phone number, and email address. You can enable one or more of these options.

Can I customize the information displayed with a signature?

Yes. The available customization options depend on the selected signature type. Member Completing Report provides contact information toggles, while Custom Field offers a custom title, image, and additional text.

What should I do if my signature fields are not displaying as expected?

Return to the Signature Block configuration, verify that the appropriate signature fields and options have been selected, and confirm that you selected Save. Review the printable form again to check the results.