These questions, and many more, are also answered in QB Signatures messages and troubleshooting, together with every message QB Signatures shows.
FAQ
Answers
Is this a legally binding electronic signature?
No. QB Signatures captures an image of a signature and records when it was saved, but it doesn't verify the signer's identity, keep a tamper-evident audit trail, or produce a signing certificate. For agreements that need a legally binding electronic signature, consider JuicedSign or DocuSign for Quickbase, and check with your legal team about your requirements.
How do I include a signature image on an Exact Forms Plus template when the signature may not exist yet?
You can place a signature on an Exact Forms Plus document with the image syntax ~i:{field ID}:{size in pixels}~—for example, ~i:12:200~. (See Include images in documents for more about images in Exact Forms Plus.)
If the record hasn't been signed yet and you want a blank space instead, put the image syntax in a formula text field that only outputs it when the signature exists. For example, create a Formula - Text field that checks the signature file attachment field:
If(ToText([Signature File]) <> "", "~i:12:200~", "")Note
Place the new formula field's field ID on the document template, and include it in the clist on the Document Templates table. Include the file attachment field that holds the signature image in the clist as well, with the formula field's ID before the image field's ID. So if the formula field is 23 and the image field is 12, the clist should contain ##.##.23.12.##.##.
Can this be used on a phone or tablet?
Yes. Use the Sign Off (Mobile) button that the setup wizard adds. It opens the signing window in a new browser window instead of a pop-up, and returns the signer to the record a few seconds after the signature is saved. It also works when your account uses Quickbase enhanced security: the installation wizard creates it so it sends a temporary token. See On a phone or tablet.