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Signature Custom Field in Forms and Surveys – BizStackPro Help

BizStackPro Forms Help Guide

Signature Custom Field in Forms and Surveys

Collect signatures inside BizStackPro forms and surveys for agreements, authorizations, approvals, and onboarding steps.

Quick Answer

How do you add a signature field to a form or survey?

Create a Signature custom field in Settings → Custom Fields, choose the folder or group where it should be stored, then open the form or survey Builder and drag the Signature field into the layout.

Collecting Verified Signatures Inside Your Forms

Some processes require more than a standard form submission. You may also need a signed agreement, authorization, or approval.

Signature fields allow users to sign directly inside a form or survey, creating a signature record connected to the submission.

Without a built-in signature field, you may need to rely on external tools or additional manual follow-up.

This guide shows you how to create, add, and manage Signature custom fields inside BizStackPro forms and surveys.

Signature Fields at a Glance

Create In Custom Fields
Field Type Signature
Verification Timestamp & Encrypted Hash
Storage Contact Record
Export PDF

Before You Begin

Decide which folder or custom-field group you want to use for the Signature field so stored signatures remain easy to locate later.

What the Signature Field Does

The Signature custom field lets a user sign directly inside a form or survey. When the form is submitted, BizStackPro stores the signature in the contact record and adds verification details that can be used to validate authenticity.

Collect Signatures

Capture agreements and approvals digitally through forms and surveys.

Verification

Store a timestamp and encrypted hash with the signature submission for authenticity verification.

Stored With the Contact

Save signatures inside the contact record under the selected custom-field folder or group.

Organized Tracking

Use folders or groups to keep multiple signature fields easier to find.

Step 1: Create the Signature Custom Field

Open Custom Fields

Go to Settings → Custom Fields.

Add a Field

Click Add Field or + Add Field.

Choose Signature

Select Signature and click Next.

Choose the Storage Folder

Select the folder or group where you want the signature field stored.

Save the Field

Click Save.

Keep signatures organized

A folder such as Signatures or Client Agreements can make related signature fields easier to find in the contact record.

Step 2: Add the Signature Field to a Form or Survey

Open the Builder

Go to Sites → Forms or Surveys and open the Builder.

Open or Create the Form or Survey

Create a new item or click Edit on an existing form or survey.

Locate Custom Fields

Find Custom Fields in the left panel.

Add the Signature Field

Select your Signature field and drag it into the form or survey layout.

Rename the Label if Needed

You can rename the visible label, for example, “Sign Here”.

Save and Preview

Click Save, then Preview the form or survey to test the signing experience.

Authenticity, Validation, and Exports

Timestamp

Each signature submission includes a timestamp.

Encrypted Hash

An encrypted hash is generated with the signature submission for verification.

Submission Record

The verification details are stored with the submission for traceability.

PDF Exports

Signature and verification details can be included when submissions are exported to PDF.

Pair signatures with consent when appropriate

The original setup recommends pairing the Signature field with a checkbox confirming that the user agrees to your terms, with the terms text linked for reference.

Step 3: Find Stored Signatures in Contact Records

Open the Contact

Go to Contacts and open the contact record.

Find the Custom Field Folder

Look under the custom-field folder or group you assigned to the Signature field, such as Signatures.

Open the Signature Entry

Open the signature entry to view the stored value and related details.

Multiple signatures

If you collect multiple signatures from the same contact, such as contracts, waivers, or approvals, a dedicated folder can make those entries easier to track.

Frequently Asked Questions

How do I add a signature custom field to my forms or surveys?

Create a Signature custom field in Settings > Custom Fields, then open your form or survey builder and drag the Signature field into your layout.

Can I rename the signature field?

Yes. When you place the field in the form or survey, you can rename the label (for example, “Sign Here”).

How is authenticity of a signature verified?

Each signature submission includes an encrypted hash and a timestamp, which are stored with the submission and included in PDF exports for verification.

Where are signatures stored?

Signatures are stored in the contact record under the group or custom folder you selected for the Signature field.

Can I organize multiple signatures for a contact?

Yes. Create a dedicated Signature folder (or custom field folder) to keep multiple signature entries organized per contact.

Continue Learning

Continue with related Forms guides for working with custom fields, linked terms, form submissions, and other information collected through forms and surveys.

Recommended Next Step

Review How Custom Fields Work in Forms and Surveys

Continue with the custom-fields guide to review how fields are added and edited inside forms and surveys.

Collect Signatures and Continue the Process

Signature custom fields let you collect signed approvals inside forms and surveys, store those signatures with contact records, and connect the submission to the next steps in your workflow.

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