If you want your fillers to sign a document and have it legally binding you will need to use a digital signature. FormTitan’s digital signatures are Adobe Approved Trust List (AATL) and Microsoft Root Trust List.
In order to use the digital signature you need to:
1- Purchase credits (We offer packages of 100/500/1000 credits).
2- Configure the “Digital signature” in the Document mapping window.
3- Test the document.
Purchasing Credits for Digital signature
Following are the steps:
- Go to My account page.
- Open “Billing” tab .
- Open “Digital signature” tab inside Billing.
- Go to the “Buy” section on the right.
- Choose if you want to use your own Signature on the certificate, or use the Titan certificate.
- Choose the amount of credits you want to buy.
- proceed to pay via Tranzila:
Enter credit card number, card expiration date and card security code and press on “Process” button.
- Once purchased, the transaction details will appear in a table on the left side of the screen.
- Please note that this table not only displays the amount of credits bought but it also shows a counter for the credits already used.
Configure the “Digital signature” settings
- Enter your form in the form builder.
- Enter document generation > choose: PDF mapping/Word mapping/ Auto PDF.
- Press on “Settings” icon.
- Open “Digital signature” category.
- Press on “Configure” button.
In this window you will need to set the digital signature properties:
- Enable digital signature with toggle above.
- Choose if you want to use the FormTitan certificate or your own.
- Select the location of the signature (left top, right top, left bottom, right bottom).
- Set padding on X Axis and Y axis and set the width and height of the signature container.
- The digital signature contains a reason - Select a form field, from which the value for the reason is taken.
* Notice that at the bottom of the window your current credits status will appear and you will also be able to press on a link to purchase credits.
Testing your Document
Once your document template (PDF or Word) is set up, you've purchased credits and configured the Digital signature settings you can now test the form.
- Generate the document (whether by form submission, data push, FT button etc).
- Open the generated document and you will see it has a signature where you specified.
- You will also see that the number of credits in the "used" counter is now grown by 1.
Follow this example to add a digital signature to your form