Yousign Integration

Complete guide to configure and use Yousign integration in Formulr.

Overview

Yousign is a French electronic signature solution certified eIDAS. Integration with Formulr allows you to have documents signed directly from your processes.

Configuration

Yousign integration is native in Formulr. You don't need to create your own Yousign account, everything is managed by Formulr.

Enable Electronic Signature

1. Settings > Electronic Signature
2. Enable the feature
3. Select the environment:
   • Sandbox: For testing (signatures without legal value)
   • Production: For real signatures
4. Save

Environments

Sandbox (Test)

• Free and unlimited signatures
• No legal value
• For development and testing
• Documents marked "TEST"

Production

• Paid signatures (according to your Yousign plan)
• Full legal value
• For official documents

Important

Switch to Production only when your tests are validated.

Creating Templates with Signature

Signature Zones

In your PDF templates, insert signature zones:

<div style="margin-top: 50px;">
  <p>Read and approved:</p>
  {% raw %}{{s1|signature|200|100}}{% endraw %}
  <p>{{ campaignResponse.user.fullName }}</p>
  <p>On {{ "now" | date: "%m/%d/%Y" }}</p>
</div>

Detailed Syntax

{{s[N]|signature|[width]|[height]}}

Parameter	Type	Description
s[N]	string	Signer identifier (s1, s2, s3...)
width	number	Width in pixels (min: 100, max: 400)
height	number	Height in pixels (min: 50, max: 200)

Multiple Signers

For a document with multiple signers:

<table style="width: 100%; margin-top: 50px;">
  <tr>
    <td style="width: 50%; text-align: center;">
      <p>The client:</p>
      {% raw %}{{s1|signature|180|80}}{% endraw %}
      <p>{{ campaignResponse.user.fullName }}</p>
    </td>
    <td style="width: 50%; text-align: center;">
      <p>The advisor:</p>
      {% raw %}{{s2|signature|180|80}}{% endraw %}
      <p>Advisor name</p>
    </td>
  </tr>
</table>

Signing Order

Signers are solicited in numerical order:

1. s1 receives the signature request
2. Once s1 signed, s2 receives the request
3. And so on...

For simultaneous signing, contact support.

Signature Process

Trigger a Signature

Manually

1. Open the response details
2. Click Generate document
3. Check the generated PDF
4. Click Send for signature
5. Enter signer information:
   • Email (required)
   • First and last name
   • Phone (optional, for SMS)
6. Validate

Via Workflow

Automate signature sending:

[Status changes to "Validated"]
    ↓
[Generate "Contract" document]
    ↓
[Send for signature]
    - s1: respondent email
    - s2: advisor@company.com

Signer Experience

1. The signer receives an email from Yousign
2. They click on the secure link
3. They view the document
4. They apply their signature (drawing, text or upload)
5. They confirm
6. The document is timestamped

Tracking

In Formulr, track signature status:

Status	Meaning
Sent	Awaiting first signer
In progress	At least one signer has signed
Signed	All signers have signed
Declined	A signer declined
Expired	Signature deadline passed

Advanced Options

Enhanced Authentication

For sensitive documents, enable SMS verification:

1. In the signature request
2. Check "SMS authentication"
3. Enter phone number

Expiration Delay

By default, requests expire after 30 days.

Customize in campaign settings:

• Minimum: 1 day
• Maximum: 90 days

Automatic Reminders

Yousign sends automatic reminders:

• D+3: First reminder
• D+7: Second reminder
• D+14: Urgent reminder

Custom Message

Customize the email sent to signers:

Subject: Your contract to sign - {{ campaign.title }}

Hello {{ signer.firstName }},

Please sign the "{{ document.name }}" document
by clicking the button below.

This document concerns: {{ campaignResponse.reference }}

Best regards,
{{ company.name }}

Signed Document

Retrieval

Once signed, the document is:

1. Automatically downloaded into Formulr
2. Attached to the response
3. Available in the "Documents" tab

Signature Certificate

Yousign provides a certificate containing:

• Signer identities
• Timestamp of each signature
• Document hash
• Proof of integrity

Archiving

Signed documents are archived:

• In Formulr (according to your retention)
• At Yousign (10 years minimum)

Yousign Webhooks

Formulr receives Yousign webhooks for:

• Real-time status updates
• Automatic retrieval of signed PDF
• Workflow triggering

Troubleshooting

Common Errors

Error	Cause	Solution
"API key invalid"	Incorrect key	Check key in settings
"No signature field"	No signature zone in template	Add zones with signature syntax
"Invalid email"	Invalid signer email	Check email format
"Quota exceeded"	Yousign plan exhausted	Contact Yousign

Check Connection

1. Settings > Integrations > Yousign
2. Click Test connection
3. Check the result

Logs

View signature logs:

1. Response details
2. Activity tab
3. Filter by "Signature"

Compliance

Legal Value

Yousign signatures are:

• Compliant with eIDAS regulation
• Recognized in France and Europe
• Equivalent to handwritten signature
• Admissible in court

GDPR

• Data processed in France/EU
• Yousign is ISO 27001 certified
• Compliant deletion policy

Next Steps

• Electronic Signature - General guide
• PDF Templates - Create documents
• Workflows - Automate signatures