Fountain Signature Stage [Add-on]

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Add-On Feature

This is an add-on feature and is not included in any base subscription to Fountain. Please contact your designated CSM (Customer Success Manager) or support@fountain.com to enable it on your account.

The Signature Stage allows for an applicant to sign a digital version of the document and creates a signed PDF version that can be emailed. This stage supports only one signature from the recipient and can merge in data keys on the PDF to customize the document. 

This stage type is ideal for simple text agreements with minimal formatting like columns and tables. Unlike Document Signature Stage which preserves the formatting of the document and presents it to the applicant as-is, Signature Stage shows a text version of the document so it's responsive to the screen size and fits the text to the device, making it more appealing for applicants who are using a mobile phone.

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What's Covered

 

Prep PDF Document

You must create a PDF version of your document with the key ```[APPLICANT_SIGNATURE]``` added to the PDF, it will be replaced by the applicant’s signature after they have signed. 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:

Add Signature Stage

  1. Add a new stage to your workflow. Select Signature Stage. 


  2. Upload the PDF version of your document. Click Upload File button. 
  3. In the Document Language section, paste the text of the document you just uploaded.  specifies the text that the applicant will agree to with their signature.


 

 

 

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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