Fountain Signature Stage

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Beta Feature

This feature is in beta and is not enabled for all Fountain accounts. Please contact your Customer Success Manager or support@fountain.com if you are interested in testing this feature in beta and participating in user feedback.

Fountain Signature stages allow you to collect a signature from your applicants and email them a custom PDF with their signature and other custom data inserted into the document.

What's Covered

 

Using the Signature Stage

To begin, insert a Signature Stage into your workflow:

If you do not have access to the Signature stage, reach out to support@fountain.com to get access.

 

Customization

The most important stage customization setting is the Document Language. This specifies the text that the applicant will agree to with their signature.


 

Custom PDF

The Fountain Signature stage optionally allows you to send a signed PDF to the applicant and back to the opening owner. The text of the PDF should exactly match the text in the Document Language setting.

Here are some important things to know about the PDF:

  • If you insert the text [APPLICANT_SIGNATURE] into the PDF, it will be replaced by the applicant’s signature after they have signed.
  • The file must be less than 15 megabytes

We also allow you to send the PDF to the applicant via email before they have signed, so that they can review the document:

 

Inserting Custom Data into the PDF

In addition to the applicant’s signature, you can insert data from Fountain Custom and Standard Data Keys, similar to our SMS and email message templates.

The format for the keys is:

[APPLICANT_DATA_{NAMEOFKEY}]

Replace {NAMEOFKEY} with the name of the Custom or Standard Data Key. This name cannot have spaces, and should be in all capital letters.

The key must be inserted as the name of a text input box in the PDF. You can use many different PDF software packages to insert these fields, but we will use the free tool PDFescape to demonstrate the process:

  1. Go PDFescape.com and upload your PDF file.
  2. Click on the Form Field button:
  3. Select Text for the field type, and click to insert a field into your document.
  4. Right click the field and select Object Properties
  5. Set the field as Read Only and set the Name as [APPLICANT_DATA_KEYNAME], replacing KEYNAME with the name of your data key in all capital letters:
  6. Click OK and repeat the process for any other data keys.
  7. Download the file to upload into Fountain:

Fountain will substitute the applicant’s information for each of the keys when they sign the document, if the keys exist on the applicant’s profile.

Please Note

The [APPLICANT_SIGNATURE] key should not be inserted as a text field: it should be regular text typed into the document.

 

Add PDF into Fountain

After you have added your custom data and applicant signature into the PDF, you can now add the PDF into Fountain.

  1. In the Signature Stage, click Browse under PDF Form to select the PDF you have created.
  2. Click Upload File.
  3. Review your Document Language to ensure that this is identical to the text in the PDF.
  4. Under Advanced Settings, view which checkboxes you would like to select. We recommend that you check off Automatically move applicant to next stage after signature is collected.
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