About this feature: Signed Document Custom Fields allow you to upload a document and indicate where users are required to provide an eSignature or additional information. This feature functions very similarly to a fillable PDF but users will not be required to download the document or have a specific program downloaded on their device to be able to fill it in. Users will be able to sign the document while staying on MyImpactPage.com or the MyImpactApp.
IMPORTANT: When a Signed Document Custom Field is set to display on MyImpactPage, select for this field to be required or set the permission to R/W+ . Using one of these permissions will ensure that a user cannot delete a completed signed document custom field.
Note: Information that users enter into the document cannot be searched or reported on in Better Impact. You will be able to search and find which users have completed the document, but the information entered cannot be extracted from the documents.
All documents must have at least one required signature field.
There is not a way to convert your current file type custom fields to Signed Document Custom Fields.
Administrators cannot sign the document on behalf of a user
Updating a Signed Document Custom Field does not affect users who have previously completed it.
Make sure you select to APPLY your fields before saving.
Create a New Signed Document Custom Field
Navigate through Configuration >> Custom Fields and select to create a new Custom Field.
In the Custom Field settings, select “Signed Document” as the field type.
Select “Upload and Modify a File”.
To choose a file to upload, navigate through Menu >> Open File. Select the file from your computer.
Valid file types include .doc, .docx, .pdf
Your document should now be visible on your screen.
Note: If the file you choose to upload is already configured to be a fillable document, you may find that the Signed Document Custom Field feature does not interpret these fields correctly leading to errors when users attempt to sign the document. We recommend using a document that does not already have the fillable fields configured to avoid these issues.
From here, you can begin to indicate where on the document you require a signature or other information to be entered.
The first menu bar along your screen will let you toggle between the ‘Fill and Sign’ and ‘Forms’ view. ‘Fill and Sign’ will allow you to preview the file and sign any spaces where an admin signature may be needed. The ‘Forms’ view is where you will configure the fillable fields for the document.
The second menu bar will display the various field types that can be applied to the document. The remainder of this help article will cover signature fields and text fields. Please see our Advanced Use article for more details on the other options and advanced settings.
Require a Signature
Select [Forms] along the top of the document
Select the “signature” field from the bar along the second header. Then use your cursor to draw a box where you require the signature.
You can adjust the size and placement by dragging and dropping the box
After creating your signature box, the “Edit Form Fields” box will appear allowing you to customize the following.
Field Name – what information you are requesting
Field Flags
Required – select if users are required to fill this field in
Read Only – select if users should not be able to edit this field
Size – update to adjust the size of the signature box
Document Field Indicators – add flags to your document to mark where input is required
Select OK to save your changes.
Require Text or Date
Repeat the same process as above this time selecting the “text field” option.
Make sure you select “text field” and NOT free text
Draw a box with your mouse where you require the text be entered.
The “Edit Form Fields” box will appear allowing you to customize the following.
Field Name – what information you are requesting
Examples: Volunteer Name, Date
Default Value
If requesting a date, insert the date format you prefer such as, mm/dd/yyyy
If requesting a name of other text, indicate here what should be inserted
Field Flags
Required – select users are required to fill this field in
Read Only – select if users should not be able to edit this field
Multi-line – for answers that require more than one line
Size – update to adjust the size of the signature box
Document Field Indicators – add flags to your document to mark where input is required
Select OK to save your changes.
Apply Fields to Document
After all the fillable fields have been added to your document, select [Apply Fields] and then select [Done].
Select to [Save] your custom field.