Add a signature field to any form so patients can sign consents and acknowledgements directly on screen.
The signature field lets patients draw their signature right on a form, making it easy to capture sign-offs on consents, acknowledgements, and intake documents. This guide walks you through creating the signature custom field, adding it to a form, and sharing that form with your patients.
Note: The signature field is a simple signature capture. It records a drawn signature on your form, but it is not a substitute for a full e-signature or consent-document workflow with audit trails, timestamps, and legally binding document management. Use it for lightweight sign-offs, and choose a dedicated document solution when you need formal, legally enforceable e-signatures.
A custom field is a field designed specifically for your practice's needs, and it can be organized into folders for easier management. Before you can collect signatures, you will create a signature-type custom field and then place it on your form.
From the left sidebar, open Marketing.
Click Forms.
Click Add Form.
Choose Start from Scratch, or select an existing form from the list.
In the form builder, click Add Form Element.
Click Custom Fields.
Click Add Custom Field.
Look through the list of field types and select Signature.
Click Next.
Give the field a name, such as "Sign here," so it is easy to identify.
Select a Group to organize the field.
Click Save.
Once the signature custom field exists, you can place it on the form.
Locate your new signature field in the form builder.
Drag and drop the signature field into the form where you want patients to sign.
Position it within your form alongside your other questions and fields.
Click Save to save your changes.
After the signature field is in place and your form is saved, you can share the form so patients can complete and sign it.
Click Integrate.
Click Copy Form Link.
Paste the link into a browser to test it, or place it anywhere you plan to collect signatures, such as an email, a text message, or your website.
Note: Always preview your form before sending it to patients so you can confirm the signature field appears and works as expected.
What is the signature field used for? It lets patients draw their signature directly on a form, which is useful for capturing sign-offs on consents, acknowledgements, and intake documents.
Is the signature field a legally binding e-signature? No. It is a simple signature capture. It is not a substitute for a full e-signature or consent-document workflow with audit trails, timestamps, and formal document management. Use a dedicated e-signature solution when you need legally enforceable documents.
Where do I find the signature field type? When you add a form element, choose Custom Fields, then Add Custom Field, and select Signature from the list of field types.
Can I rename the signature field? Yes. When you create the field, you can give it a name such as "Sign here" so it is easy to identify on the form and in your records.
Why should I assign the field to a group? Groups and folders help you organize your custom fields, making them easier to find and reuse across multiple forms as your practice grows.
How do patients access the form to sign it? Click Integrate, copy the form link, and share it with patients through email, text, or your website. They can open the link, complete the form, and sign directly on screen.
Can I add the signature field to more than one form? Yes. Once the signature custom field is created, it is available in your custom fields and can be dragged into any form you build.
Where are signed responses stored? Completed form submissions, including the captured signature, are saved with the patient's form entry so you can review them alongside the rest of their responses.
