Signatures can be added to any form using one of the methods listed:
The signature control only captures a handwritten signature image. It does not create a digital signature. A signed section that is set to wet signature both captures a handwritten signature image and creates a digital signature over the contents of the section. See below.
Wet Signature Control
You can use the signature control to place a signature anywhere in your form. Wet signatures allow the user to enter their signature using either a track pad/mouse, stylus or a touch screen during form completion. Authentication to the
Internet Explorer 9 +
Firefox 3.6 +
IOS: Tablet: 3.2+, Phone: 3.1+
When designing a form with an electronic wet signature control, the captured signature is attached to the form submission as a PNG image attachment. Any Live Forms document actions affecting the form data includes the signature png image. For example, should you choose to post the data to your web application, then the signature png is part of that posted data. Should you choose to email the data, the signature png will be attached to the email. Finally, should you choose none of these things, then the captured signature png is available for downloading by browsing your submissions within
. See View/Edit Submissions for the details.
Signed Section in multiple activities in a flow must contain the same controls in all the activities.
The user must be authenticated to the
When a section is signed, the data in the section, together with a time stamp, the signing user, and a few other things are used to generate a message digest. The message digest is digitally signed using the private key. The signatures (there can be more than one) are included with the submission – in the repository and sent in the HTTP POST so you can save it yourself if you want.
When the form is re-initialized from the submission documents, you must also supply the signatures. The initialization process will verify that the data has not changed (i.e., has not been tampered with) and the signature is still valid. If the signature is not valid, it is removed and the entire Section is displayed with a visible error (large red background). If it is valid, there is a green background and the Section cannot be edited.
You can choose the signature format for a signed section in your form. Select any section control on your form and click the Security Properties for information on the Role dropdown. The drop down select has three options:in the properties panel. The bottom portion of the tab is relevant to signatures. Refer to
- None Required - no signature required, section not digitally signed.
- Text/Signature Image - This is the same as selecting the signature check box in previous versions. An uploaded signature image for the user will be used, if one is available. The user's name will be printed otherwise.
- Wet Signature -
will present the signature entry dialog to capture the user's signature.
The default value is None Required. The Must sign property makes the signature required. With Must sign, a form cannot be submitted or a workflow is not sent to the next person until the signature is added. Lock sign means that the next person in the workflow can not remove the signature and edit the signed data. A good use case is an employee performance review where the manager starts the form, and signs the review, and sends it to the employee. You would check Lock sign so the employee cannot unsign and edit the data entered by the manager.
Selecting None Required from the signature dropdown will change the signature format type to Text/Signature Image and disable None Required as a choice if Must Sign is checked.
Sections that are hidden/not hidden via a rule or the Visible property in the designer, behave as stated below with respect to Must Sign:
- If the must sign section is visible, then you must sign to get the form valid, regardless of the section's required status.
- If the must sign section is invisible and required and contains required controls, then the form cannot become valid.
- If the must sign section is invisible and not required, then the section becomes valid and the form becomes valid.
All of the standard properties and settings apply to the signature control. For example, the required setting can be used to force the entry of a wet signature in order for the form to be valid (in use mode). You can change the width of the signature light box by changing the default value of 49% to another value.
Signed Sections and Wet Signatures in Use Mode
Here is an example of a standard signed section on a Leave Approval form when the signature property is set to Text/Signature Image and there is no signature image available for the user. This functionality has not changed from previous versions.
The Edit buttonwill show Sign this section if the signature lightbox is empty. Clicking on the Edit this section clears the signature and the date. The user can sign again, if desired.
Here is an example of a standard signed section on a form when the signature property is set to Wet Signature. If the section is signed, the user can modify it by selecting the Edit this section button. The button will toggle to Sign this section and the wet signature and date in the lightbox will clear.
Clicking on the Sign this section button, displays the signature entry lightbox shown in the image below. See Signature control for details on its operation. Note that the signature image is scaled appropriately.The user will have to re-sign in order to re-lock the section.
Sections configured for wet signatures will "fall back" to using Text/Signature Image signature format if the browser you are using does not support HTML5 canvases.