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      Using Contactless Signatures

      How to use contactless signatures

      Contactless signatures provide a safe way for customers to sign forms without having to touch a tablet or smartphone. A contactless signature is completed one of two ways: by providing a QR code for a signer to scan or by sending a link to a signer.

      Once the contactless signature is accepted and sent, the signature is applied to the form and the signature field, regardless if the form is open in FormsPro. You can have multiple signatures on the same form, and they work with forms that are in envelopes. Any forms that were opened from TechPro can use contactless signatures while that form is open.

      By QR Code:

      1. On a form that has a Signature field, click Contactless Sign to open the Contactless Signature page.
      2. Show the QR code to a signer so the signer can scan the code.
      3. Once the code is scanned the Website QR Code notification appears on the device. Click the notification to open a webpage where the signature can be entered.
      4. Click Download Draft Report to open a preview of the report as it exists thus far.
      5. The signer signs the form and types their name in, then clicks Accept & Send to send the signature. A message appears saying the signature was sent.
      6. If the user is still on the form, the signature populates the Signature box and their typed name. If the signature doesn’t populate automatically or if they are on another form, click Apply Signature to Form.
      7. Continue processing the form as you normally do.

      By a Link:

      1. On a form, click Contactless Sign to open the Contactless Signature page.
      2. Enter an email address to whom you want to send the contactless signature link.
      3. Click Send.
      4. An email with a link to the contactless signature webpage is sent to the signer. Click the email to open a webpage where the signature can be entered.
      5. Click Download Draft Report to open a preview of the report as it exists thus far.
      6. The signer signs the form and types their name in, then clicks Accept & Send to send the signature. A message appears saying the signature was sent.
      7. If the user is still on the form, the signature populates the Signature box and their typed name. If the signature doesn’t populate automatically or if they are on another form, click Apply Signature to Form.
      8. Continue processing the form as you normally do.