To create a new Online Form, navigate to the Dashboard and select Online Forms. Click New Online Form and use Get Started: Choose a Document to browse and upload a file from your computer.
You will then be taken to the Document Overlay screen. Using the Tools menu on the left side of your document window, click and drag, or draw, each form field onto your document. Form fields you can place on your Online Form include text fields, date boxes, checkboxes, initials, collect payment fields, attachment fields, and signature boxes. You can also name your new Online Form using the Form Name on the right side of your browser window.
Underneath the Form Name you will see the Validate Signer Email feature. If this feature is enabled, RightSignature will validate the email address of each signer before permitting the document to be completed. A verification link is emailed to signers after they complete the document, and they must click the link to confirm ownership of the email address and finalize the document.
Once finished, click Create Online Form. You will then see three options to distribute your new Online Form: Email a Link, Embed in Your Website, and Distribute a Link.
Email a Link will open up your computer’s default email service with the share link included in an email draft. The share link can be set to never expire, or expire in 1, 7, 14, or 30 days. Distribute a Link will give you direct access to the same share link, without the default email draft.
Embed in Your Website will walk you through the process of generating the HTML code to embed the Online Form in any external website. After setting a redirect location (optional), and the height of the iFrame, RightSignature will automatically generate the HTML code.
When a copy of the Online Form is signed, a notification will be sent to the user who originally built the Online Form. Currently, it is not possible to change the recipient of these notifications.