Online Signing
The Online Signature question type replaces slow, error-prone offline signing. You upload a document in your survey, place signature fields and input fields on it, and respondents read, sign, and submit online. Signatures and entries are written into a PDF for easy storage and review—improving efficiency and accuracy.
Example use cases
- A school sends parents a holiday safety responsibility notice that requires a parent signature.
- A factory distributes safety operating procedures that workers must read and sign.
- A business sends customers a contract or notice that requires an online signature.
Feature access
1. In the survey editor, add an "Online Signature" question.
2. Upload the document to be signed and configure signing areas on the document preview.
Setting up an Online Signature question
1. Upload a document
Supported file types:
- Images (JPG, PNG)
- Word documents
2. Add field types on the document
After upload, place one or more of the following areas on the document preview:
- Signature area: Where the respondent signs by hand. On PC, they sign with the mouse; on mobile, they sign by touch. The signature is saved into the final PDF.
- Text area: Pre-filled read-only text that you (the survey creator) enter for respondents to view only. Respondents cannot edit this content.
- Input area: Where the respondent enters information—text, numbers, dates, and more. All entries are recorded in the generated PDF.If the date to be filled in by respondents is the current time, you may set the text attribute to the current date.
3. Save question settings
- Verify field placement and types, then save.
- Optionally mark the question as required and apply display logic, skip logic, or other standard question settings.
- Enable the switch requiring scrolling to the bottom to allow signing if users must read the entire document before signing.
Respondent experience
1. The respondent reads your uploaded document and any read-only text areas.
2. They sign in the signature area(s) and complete any input area(s) (e.g., name, date, employee ID).
3. When they click "Confirm", a second confirmation dialog appears asking them to acknowledge that:
- The submission is voluntary; and
- They voluntarily accept the legal risks associated with the signed content.
4. After confirming in the dialog, the response is submitted.
Preview and view responses
1. Before publishing, use Preview to walk through reading the document, signing, filling input fields, and the confirmation dialog—so field placement and flow match your intent.
2. After responses are collected, open response details or reports to view signing results. The generated PDF includes the respondent's signature(s) and all input-area content.
Important notes
1. Review document content before upload. Text in text areas is read-only for respondents and cannot be changed during submission.
2. Place signature and input areas where they belong on the document—avoid covering key clauses and leave enough space for mobile handwriting.
3. The second confirmation dialog is a required step in the signing flow; it reminds respondents about voluntary submission and legal risk.
4. For contracts or legally binding notices, follow your organization's compliance policies and consult legal counsel when needed.
5. PDF files will be retained for one year. Please download them as soon as possible.
FAQs
Q: How is Online Signature different from a regular Signature question?
A: A Signature question typically captures a signature on a blank canvas. Online Signature works on an uploaded PDF, image, or Word file with signature, text, and input areas—and writes results into the same PDF—ideal for notices, policies, and contracts.
Q: Which document formats are supported?
A: PDF, images (JPG, PNG), and Word documents.
Q: How do respondents sign on mobile?
A: They use touch to handwrite in the signature area. On PC, they sign with the mouse.
Q: What can respondents enter in input areas?
A: Text, numbers, dates, and other supported input—all recorded in the generated PDF.
Q: Why is there a second confirmation dialog before submit?
A: It is part of the standard Online Signature flow, prompting respondents to confirm voluntary submission and acceptance of related legal risk before the response is finalized.
