Our new electronic signatures - a how-to guide

Published on November 7, 2019

How to use electronic signaturesElectronic signatures are here! If you’re a Hushmail for Healthcare customer, you can start including e-signature fields on your forms right now. The process is simple. All you have to do is drag and drop the signature field onto any form. However, you’ll find that using a signature field changes a few things about your forms. 

Today, we’re going to fill you in on these changes, as well as walk you through the complete e-signature process from drag-and-dropping a signature field onto your form to managing your forms with signatures.  

Let’s get started!

How to add an e-signature field to your form

  1. Log in to your account and go to Form builder
  2. Create the form you want or use one of our templates
  3. Drag and drop the signature field onto your form
  4. Publish your form

When you publish a form with a signature, a notification will pop up, informing you that the form’s public web address will be deactivated. This is because for the signature to be valid, it’s important that the identity of the signer is verifiable. We do this by initiating signatures through email, not through online forms embedded on your website or linked to on your social media page.

How to send a form with an e-signature

Once you publish your form, you’ll be prompted to begin a signing request by composing a new email. All you have to do is click on the Compose a new email link at the top of your form. Your form will be attached to your email. 

Both your email and form are automatically encrypted. Keep in mind that for the purpose of obtaining a signature, you will not be able to disable encryption. Forms with signatures must be secure.

After you compose your email, you can send it just like any other email.

How your recipient will sign the form

If your recipient doesn’t have a Hushmail account, they will receive an email directing them to our secure message center, where they’ll fill out and sign your form. 

They’ll also be informed that the form will be accessible for two weeks and then deleted. You can extend this retention period by contacting Customer Care.

If your recipient has a Hushmail account, they will access and sign the form through webmail. Even if they normally use a third-party email application such as Outlook or Mac Mail, they will still need to use webmail to access the form.

Your recipient will be asked to type, draw, or upload their signature into the field and required to sign a one-time consent statement.

Then, they’ll submit the form. It’s that simple.

How to manage a form with an e-signature

Once you’ve sent out your forms, you’ll need to manage them and track their status. 

To do this, log in to your Hushmail inbox in webmail and find the Forms folder on the left. There you’ll see the status of your forms.

You can choose to show All, Complete, Waiting, or Cancelled forms.

By using the drop-down menu on the right of the screen, you can sort by Last updated and date Started.

You can also search by the name of the form or the person who completed the form. 

By clicking on the three dots to the right of a listed form, you can choose to Cancel, Delete, or Retrieve a form.

When you retrieve a form, it will appear at the top of your email inbox. You can then easily print it, file it, or forward it. 

Ready to start using e-signatures?

Sign up today!

Electronic signatures are here! If you’re a Hushmail for Healthcare customer, you can start including e-signature fields on your forms right now. The process is simple. All you have to do is drag and drop the signature field onto any form. However, you’ll find that using e-signatures changes some things about your forms. It’s important to learn a few steps to make sure your forms arrive at their destination ready to be signed. 

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