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Electronic Signature

Formulr integrates with Yousign to offer certified electronic signatures directly in your processes.

How It Works

  1. The user fills out the form
  2. A PDF document is generated with their data
  3. The document is sent to Yousign for signature
  4. The user signs electronically
  5. The signed document is archived

Prerequisites

Electronic signature is natively integrated into Formulr via Yousign, a French eIDAS-certified solution. No additional configuration is required.

Enable Signature

  1. Go to Settings > Signature
  2. Enable electronic signature
  3. Choose the environment (Test/Production)

Create a Template with Signature

1. PDF Template

Create a document template including signature zones:

liquid
<div class="signature-zone">
  <p>Client signature:</p>
  {% raw %}{{s1|signature|210|130}}{% endraw %}
</div>

<div class="signature-zone">
  <p>Advisor signature:</p>
  {% raw %}{{s2|signature|210|130}}{% endraw %}
</div>

2. Signature Syntax

{{s[N]|signature|[width]|[height]}}
ParameterDescription
s[N]Signer identifier (s1, s2, s3...)
widthZone width in pixels
heightZone height in pixels

3. Multiple Signers

For multiple signers, number sequentially:

  • s1: First signer (e.g., client)
  • s2: Second signer (e.g., advisor)
  • s3: Third signer (e.g., witness)

Important

Numbers must be sequential (s1, s2, s3...). The editor alerts you if the sequence is incomplete.

Trigger Signature

From a Response

  1. Open the response details
  2. Generate the PDF document
  3. Click "Send for signature"
  4. Enter the signers' emails
  5. Validate

Automatically via Workflow

Configure the workflow to trigger automatically:

  1. Add a "Electronic signature" action
  2. Associate the template
  3. Map the signers

Signature Tracking

Possible States

StateDescription
PendingSent, awaiting signature
Partially SignedSome signers have signed
SignedAll have signed
DeclinedA signer declined
ExpiredDeadline passed

Notifications

  • Email to each signer
  • Automatic reminders
  • Completion notification

Signed Document

Once signed:

  • The PDF is timestamped and certified
  • A signature certificate is attached
  • The document is archived in Formulr
  • Downloadable from the response

Yousign signatures are:

  • Compliant with eIDAS (European regulation)
  • Legally recognized in France and Europe
  • Timestamped and traceable
  • Securely archived

Use Cases

Contracts

  • Engagement letters
  • Mandates
  • Terms and conditions

HR

  • Employment contracts
  • Amendments
  • Internship agreements

Real Estate

  • Leases
  • Condition reports
  • Management mandates

Finance

  • Account openings
  • Subscriptions
  • Powers of attorney

Best Practices

  1. Clearly position signature zones
  2. Identify each signer (name, role)
  3. Test with Yousign sandbox environment
  4. Inform signers of the process

Next Steps

Create intelligent forms.