Signature Data Collection
You can collect signatures and initials in the steps of your workflows with Manifestly. This example shows how to use a signature data type in an employee onboarding workflow.
Overview of the Signature data type
What it is
- A data collection option on a step that requires the user to provide a signature to complete the step.
- Using this, you can mark a step as completed only after the signer has signed.
When to use it
- For tasks where a user must confirm they’ve reviewed or agreed to content (for example, an employee handbook).
Example workflow: Employee onboarding
Run setup and invitation
- Open the onboarding workflow and identify the step that requires signing (e.g., "Review the handbook and sign").
- Use the guest feature to invite the signer (the employee) to the run:
- Enter the signer’s name (for example, Sally Smith).
- Create the run and copy the run URL.
- Send the URL to the signer by email outside Manifestly.
- Assign the signer to the appropriate role so they receive the employee steps:
- Click the role in the run.
- Choose to assign the employee steps to the signer (e.g., Sally).
What the signer sees
- The signer opens the link and goes directly to the run page (no separate sign-in page).
- They see their assigned steps, including the one to review the handbook and sign it.
- To sign, they enter their name in the signature field (for example, "Sally Smith").
- The signature appears as their signed entry. If needed, they can click the signature and use the edit button to modify it.
Signer experience in detail
Signing process
- The signer provides their signature by entering their name in the signature field (e.g., "Sally Smith").
- They can view the resulting signature and, if necessary, edit it by selecting the signature and clicking Edit.
Tips and notes
Key takeaways
- Use the signature data type on a step to require a signer’s confirmation for that step’s completion.
- Invite signers with the guest feature and share the run URL externally via email.
- Assign the signer to the appropriate role so they receive the correct steps.
- Signers can edit their signature if they need to correct it by clicking the signature and selecting Edit.