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How to Create Signature Forms?
How to Create Signature Forms?

Learn how to create and customize signature forms in BoloSign for efficient document signing and workflow management.

Jenefa Regina Mary J avatar
Written by Jenefa Regina Mary J
Updated over 2 weeks ago


​Introduction

BoloSign's signature form creation feature empowers small businesses to streamline their document signing processes. This powerful tool allows you to design custom forms with signature fields, checkboxes, and other interactive elements, tailored to your specific needs. By leveraging BoloSign's intuitive interface, you can create professional, legally binding documents that are easy for recipients to sign from any device. This tutorial will guide you through the process of creating effective signature forms, helping you to enhance your document workflow and improve overall efficiency.

  1. Click on the Form option to add signatures to your form and to create a form using BoloForms.

Click on Forms

2. You can add questions by clicking on the Plus sign on the side menu.

Click on Add Question

3. You can choose different types of question options from the drop-down menu including Signatures.

Click on Signature

4. Select the Signature option to add the Signature row.

Click on Question 2…

5. Click on the selected sign to add another page to your form.

Click on Add Section

6. You can also alter the theme settings by clicking on the pallet sign in the top right corner.

Click on Customize Theme…

7. The Theme settings consist of different options such as templates, font, accent colors, and background colors.

Type "#5f8df7"

8. Click on the Customize PDF button in the top right corner to add a PDF to your Form.

Click on Customize PDF

9. Add the PDF then click on Continue.

Click on Continue

10. Add the field that needs to be added under the "Pick questions from your form" and then click on save.

Drag highlighted element

11. Click on send to share the Form.

Click on Send

12. You can either mail the form, share the link, or embed it as HTML and QR code.

Click on Send via

FAQs

  1. How do I start creating a signature form in BoloSign?

    Log into your BoloSign account, navigate to the "Forms" section, and click on "Create New Form." You can then choose from templates or start from scratch.

  2. Can I add different types of fields to my signature form?

    Yes, BoloSign allows you to add various field types including signature fields, text boxes, checkboxes, dropdown menus, and date fields to customize your form.

  3. Is it possible to create reusable signature form templates?

    Absolutely. You can create custom forms with signature fields and other elements, and then save them as templates for future use.

  4. How can recipients sign the forms I create?

    Recipients can sign documents from any device using their finger, mouse, or stylus, providing a smooth and convenient signing experience.

  5. Are the signatures collected through BoloSign forms legally binding?

    Yes, BoloSign ensures compliance with eIDAS, UETA, and HIPAA regulations, making the e-signatures legally binding and secure

Conclusion

Creating signature forms in BoloSign offers a versatile and efficient solution for managing document workflows in your small business. By following this guide, you can design customized forms that meet your specific needs, streamline your signing processes, and ensure legal compliance. With features like reusable templates, multi-device compatibility, and secure storage, BoloSign empowers you to create professional, legally binding documents that enhance your business operations and save valuable time.

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