Online signatures for forms

[irishbloke]

Hi guys

I'd like to be able to add an account opening form to our website that could feaature an electronic signature to avoid the old fashioned printing, scanning and emailing or faxing options. Does anyone have experience of the best way to go about this?

many thanks

[Stupeo]

What do you want to do with the form when it's been submitted? Do you store it electronically or print it out?

Do you need/want an actual signature or just something "verified" like what DocuSign uses?

Matt

[irishbloke]

At the moment we have an old fashioned pdf account opening form which the customers/suppliers either fill in and print or print and fill in by hand then sign. This is generally scanned or faxed and we retain a copy.

We are involved in pharmaceutical wholesale and we have the same issue with technical agreements / verification forms etc. I'd like a nice simple way to do all this online whilst still having a verified signature, electronic or otherwise, ideally as a link on a new website.

It all just seems a bit antiquated as a method of working so I thought I'd ask the experts!

[toon10]

You can use the full version of Adobe. There's an option to save a scanned in image (signature) and when you open the .pdf, you can sign it from the menu. It inserts the scanned image where the signer puts in their password before it lets them save it. It's not the most secure of methods but if you just need to capture a signature and an auditor is happy that it's yours becuase it's password protected, then it works OK.

[jonamv8]

toon10 said:

You can use the full version of Adobe. There's an option to save a scanned in image (signature) and when you open the .pdf, you can sign it from the menu. It inserts the scanned image where the signer puts in their password before it lets them save it. It's not the most secure of methods but if you just need to capture a signature and an auditor is happy that it's yours becuase it's password protected, then it works OK.

But the clients would need the full version of Adobe which they may not have

[andy-xr]

Have a look at rightsignature

[jonamv8]

Do you actually need an old school handwritten signature or can you not put in a place a digital solution?

I think it was my car insurers that required me to review docs and enter my email address, an email was then sent with a unique ID link which I clicked in order to sign the docs so to speak.

[Beetnik]

jonamv8 said:

Do you actually need an old school handwritten signature or can you not put in a place a digital solution?

I think it was my car insurers that required me to review docs and enter my email address, an email was then sent with a unique ID link which I clicked in order to sign the docs so to speak.

This. We haven't taken written signatures for a number of years, all electronic from a tickbox in an online form to a simple statement in an email back from the recipient.

[jonamv8]

Beetnik said:

jonamv8 said:

Do you actually need an old school handwritten signature or can you not put in a place a digital solution?

I think it was my car insurers that required me to review docs and enter my email address, an email was then sent with a unique ID link which I clicked in order to sign the docs so to speak.

This. We haven't taken written signatures for a number of years, all electronic from a tickbox in an online form to a simple statement in an email back from the recipient.

And you are content that this covers you legally in line with your T&C's?

[irishbloke]

This is my primary concern. I'd like the convenience of being paperless effectively or at least to reduce the volume of paperwork but wouldn't like t leave myself open to issues should there be a query down the line in relation to the ability t enforce t+c's

[48k]

There are a number of options, it depends on your budget and what level of security / legality / compliance / non repudiation you require.

I was recently involved in building a system for the finance arm of one of the major automotive groups and we evaluated a number of third party technologies and suppliers for functionality to allow customers to sign finance docs remotely.

I probably can't name names on here but pm me with your budget and I can suggest a few companies / solutions you might want to consider.

[Beetnik]

jonamv8 said:

And you are content that this covers you legally in line with your T&C's?

Yes - and on a personal note I've just taken out a new credit card with no paperwork signed. The bank is relying on this:
"By selecting ‘I agree’ I, *Beetnik*, confirm that I have printed or saved a copy of the *XYZ Bank* Credit Card agreement and understand that I will be entering into a legally binding agreement with *XYZ Bank* regulated by the Consumer Credit Act 1974 and I agree to be legally bound by its terms."

If a Bank is willing to give me £10k+ credit on such a basis you can be pretty sure it's all kosher.

[jonamv8]

Yeah I thought you'd be covered if the wording is correct.

We could develop a solution for you it's not overly difficult