Add a Signature component to Intake Forms

Learn how to add a Signature component to Intake Forms in Smokeball, allowing you to collect signatures from form respondents.

Types of signatures

Smokeball offers two types of signatures that you can add to an Intake Form:

• Standard Signature (Free, no cost to add and sign) - this is a basic signature box where respondents can either Draw or Type to sign the form. A timestamp is recorded upon form submission. 
• Verifiable Signature (Billed per signature to your firm) - integrating with InfoTrack SignIt powered by DocuSign, this is a court-admissible and cryptographically verifiable way to collect signatures from respondents. You can also track timestamps, IP address and device of the respondent upon form submission. Verifiable Signatures are also legally binding under the Electronic Transactions Act.

Inserting a signature component

To add a signature to an Intake Form:

1. Open the intake form in the Form Builder.

2. Drag the Signature component to the form.

   

3. Choose the signature type: Standard or Verifiable.

   • Note: You need an InfoTrack account to use Verifiable signatures. If your firm doesn't have one, only Standard signatures are available.

     

   • Tick Set as default for new signatures if needed. Signature components you add to forms in the future will display your choice as the default.
4. Select Confirm Type.

5. Finish editing the rest of the form, if needed. Then, publish the form.

   

How do respondents sign the form?

Standard Signatures

With Standard Signatures, respondents sign in the signature box by selecting Draw or Type, then submit the form.

Verifiable Signatures

With Verifiable Signatures, respondents see a SignIt branded section at the bottom of the form asking for a signature.

Upon clicking Submit, a message will appear on the screen, reminding them again that a signature is required. Select Continue to be taken to SignIt.

The respondent then follows the prompts in SignIt to sign the form, before being returned to your form's confirmation page. InfoTrack will also email them a signed copy of the form.

Finding the signed form

The signed PDF is saved to the matter. The form's history shows when it was sent for signature and when the signed form was received.

Note: Since Web Enquiry forms only support Standard signatures, Verifiable Signatures are converted to Standard when you create a web enquiry link.

Frequently Asked Questions

Are signature components retroactively added to existing forms?

No. Nothing changes until you add a Signature component.

How much does a Verifiable signature cost?

It's charged to your firm per signature, at the rate in your InfoTrack agreement. Standard signatures are free.

Do respondents need an account or app to sign forms?

No. Both types of signatures are entirely handled in the web browser the respondent is using to fill in the form.

Can more than one person sign a form?

No. Each form has one signer.

Can I use a Verifiable Signature on a web enquiry form?

No. Web enquiry forms use Standard signatures only.