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What is embedded signing?

If you have a standard form that you ask prospective customers to sign before they become a customer, then this may be the solution for you. All you need to do is send them a link, or embed the signing page directly on your website.

Using widgets to sign directly on your site

Step 1

Head to ‘Templates’ in the main menu bar

Step 2

Click the title of the template that you want to create the widget for

Step 3

Click the ‘Create widget’ button

Step 4

You’ll then see the embed options or the direct URL link (which you can send through to anyone you want to sign the document)

Step 5

Select and copy the code to use however you see fit!

Step 6

Once a signer signs the document, they will be prompted to fill in their email address and name. We will then automatically send them an email to verify their signature.

Step 7

You’ll be able to see the envelope in your Library under the status of ‘Awaiting verification’ and, once the signer has verified their signature via email, the document will show as ‘Completed’ just like any other envelope.

Can I modify the merge fields on the template?

Yes, you can do this, however we wouldn’t recommend that you do this for sensitive information, as it is possible for your signers to see what you have set the fields to, and also modify them if they know how to.

For example, we have a Sample Contract which can be signed via this URL:

The HTML code for this is:

<script type=’text/javascript’ src=’’></script>

This will open up our Sample Contract Widget. The grey text field is actually set up as a merge field, this means we can pre fill this info directly from the URL.

“For example, this merge field is called ‘Organisation’. To pre fill the merge field with the text ‘Example Company’, we’d just need to add ‘?organisation=Example%20Company’ to the end of the widget URL as shown below:”

Notice that the merge field name has been converted to lowercase and spaces converted to underscores. This allows you to pre fill fields onto the embedded Template. This also works with the HTML code as follows:

<script type=’text/javascript’ src=’’></script>

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