---
title: "Collect third-party signature data"
slug: "collecting-3rd-party-signature-data"
updated: 2026-09-28T06:23:30Z
published: 2026-09-28T06:23:30Z
canonical: "help.quickbase.com/collecting-3rd-party-signature-data"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Collect third-party signature data

## Overview

There may be times when you want to forward a form to a third party to retrieve a [signature](/fastfield/docs/signature-field-video). This is especially useful for customer approval signatures. The setup process can be done in two different ways:

- In the **Form Builder**
- On the **Global Workflow** page

## Set up in the Form Builder

By collecting a user or third party's email address in a form, you can have the form forwarded to that address in order to collect their signature:

1. Turn on the **External Forms** **Add-On.**

- Account > Company Billing > Subscription > **Add-Ons**
- You have 30 free external submissions per month.

![External Forms Add-On toggle in Company Billing Subscription settings](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/30746107073421?sv=2026-02-06&spr=https&st=2026-10-30T12%3A08%3A42Z&se=2026-10-30T13%3A08%3A42Z&sr=c&sp=r&sig=s%2BAzfHqfDqYqmsosWX4a3n2V8ZQOLo3%2FseUhDXEV5Kw%3D)

1. Open the **form** that you want to collect a customer signature on in the **Form Builder.**
2. Create a [Text Field](/fastfield/docs/text-field-single-line-text) and label it (we've written *Customer_Email* in the example below).
3. Make sure you have included a **Signature Field** in your form.
4. Once your form is complete, select the **Delivery** button in the Form Builder.
5. Select the **Forward** **Delivery** integration.
6. Select **Field** under **Forward To:** and select the corresponding **field key** (in our case, it's *Customer_Email).*

![Forward Delivery field key selection in the Form Builder](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/12889082438413?sv=2026-02-06&spr=https&st=2026-10-30T12%3A08%3A42Z&se=2026-10-30T13%3A08%3A42Z&sr=c&sp=r&sig=s%2BAzfHqfDqYqmsosWX4a3n2V8ZQOLo3%2FseUhDXEV5Kw%3D)

## Set up with Global Workflow

Another way to set up the process of forwarding a form to a third party for a signature is with Global Workflow:

1. Go to **Workflow** > **Global Workflow** on the left navigation menu in the Portal.
2. Select **New Workflow** in the upper right corner.
3. **Name** your workflow and **select the form** you want to create this for.
4. Under **Perform these actions**, select **Forward**.
5. Under **Get the forward recipient from**, select **A field from the submission**.
6. Then, select the corresponding **field key** (*Customer_Email* from the earlier example).
7. Finally, you'll need to enter a **message** that will appear in the recipient's app inbox.