Using the Signature field

Avatar Ilemi Arrindell, 

To ensure GDPR compliance, it's always good practice to get into the habit of recording proof of consent.

A popular way to do this is by providing an Agree to Emails checkbox, however this can cause confusion depending on whether it’s an opt-in or opt-out contract and therefore delegates are often unaware they have actually agreed to something.

If you ever need to collect proof of consent or just have a delegate sign on the dotted line, then an e-signature is a great way to demonstrate consent. Here's how you can use the Akkroo Signature field.

Have a question? Contact us at support@akkroo.com

 

🖥 Show me how! Add a Signature field to your form

1. In the form builder, click on 'Add a question'

2. Select 'Signature'

3. Configure your field, naming the question and adding any logic

4. Save the form

 

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📱 Show me how! Collect a signature in your form

1. Navigate to the event form and tap the Signature field box, 'Tap to sign'

2. Sign your name using either your finger or a stylus

3. Submit the new record

 

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📱 Show me how! View and edit a signature in your form

1. Open your lead (so you're now in edit view), tap on the Signature field

2. You'll see a popup menu that asks Delete or Redraw. This will either remove the signature and show an empty field (as in delete) or show a blank canvas screen where you can sign your name again (as in redraw).

 

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🖥 Show me how! View a Signature in the dashboard

Once you've collected and synced your data back to the dashboard, you will be able to view the signature by clicking on the lead's contact record.

1. Access the event in question, via 'Events > Open'.

2. Click on the lead's name to view their record. Scroll down to view their signature.

 

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Exporting and storing signature data

The signature is stored in Base64 format, this means the image is saved as a string of code rather than a photo file, making the data easier to store across a range of different platforms. This can be stored in your CRM tool as a text field.

Here are the main points to bear in mind:

- These can be fairly long strings of characters, so if you are entering this into your CRM, ensure your text field is not limited by characters or has enough space.

- If you use an online decoding tool to view the image, set the file type to svg -- you can use one like this.

- Base64 is a widely recognised method of storing images and can be viewed may ways, including via your browser.

If you wish to convert the signature back to an image before storing it, we would recommend consulting your IT or development team who will be able to advise you further on this.


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