Electronic Signature
Formulr integrates with Yousign to offer certified electronic signatures directly in your processes.
How It Works
- The user fills out the form
- A PDF document is generated with their data
- The document is sent to Yousign for signature
- The user signs electronically
- 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
- Go to Settings > Signature
- Enable electronic signature
- 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]}}| Parameter | Description |
|---|---|
s[N] | Signer identifier (s1, s2, s3...) |
width | Zone width in pixels |
height | Zone 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
- Open the response details
- Generate the PDF document
- Click "Send for signature"
- Enter the signers' emails
- Validate
Automatically via Workflow
Configure the workflow to trigger automatically:
- Add a "Electronic signature" action
- Associate the template
- Map the signers
Signature Tracking
Possible States
| State | Description |
|---|---|
| Pending | Sent, awaiting signature |
| Partially Signed | Some signers have signed |
| Signed | All have signed |
| Declined | A signer declined |
| Expired | Deadline 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
Legal Value
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
- Clearly position signature zones
- Identify each signer (name, role)
- Test with Yousign sandbox environment
- Inform signers of the process
Next Steps
- PDF Templates - Create documents
- Yousign - Advanced configuration
- Workflows - Automation