How to configure forms to accept e-signatures

Created by Mark Eves, Modified on Tue, 3 Jan, 2023 at 1:34 PM by Ben Hayes

The My Council Services platform now allows you to capture electronic signatures on forms when raising service requests. This plugin can be used on the Customer Portal, the Admin Portal, and within the Mobile App.

What steps do I need to follow to add e-signature functionality to my forms?

1. Go to Administration > Forms Builder, and locate the relevant form.

2. Add an item to this form. Set the Item Type as "Plugin", and the plugin itself as "Signature". Set the Primary to "No" if you want signatures to display on submitted forms.

3. Apply the changes, and publish the form.

4. Once the plugin is configured, users will be able to provide signatures on service request forms. There are options to delete and save after putting the signature within the box. The saved signature will be saved as image files against the service request. This can also be included in Print Report, if the appropriate tag is added.

5. This will be shown in the summary page as well, in both the Admin Portal and Customer Portal.

Note: Only one signature can be used per form. If more than one is used, the original signature will be overwritten.