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May 02, 2018

Instantly Populate Waivers from Formstack and Sign using HelloSign

Collecting signatures from your customers can be a time consuming process, but with a tool like HelloSign, you can sign documents in minutes.  Add WebMerge to the workflow and you can automatically pre-populate the documents with data before signing.

In this example, we’re going to show you how to instantly populate a waiver with data from a Formstack registration form, then send over to our customer for signing.

To get started, we’re going to setup the template for our waiver using a Word document.  Inside Word, we’re going to add our terms and conditions, then for the spots that we want to insert our customer’s information we’re going go use merge fields like {$FirstName}, {$LastName}, {$Phone}, etc.

Here’s what our waiver template looks like:
 


Once we have our template ready, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name.  On the next step, choose Office Document as the document type and then choose the file from your computer.
 


After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the merged document.  For this example, we’re going to output a PDF and include the name of our customer in the file name.
 


Next, we’re going to setup the delivery of our document so that it is automatically sent over to HelloSign for signing.  Under the Deliver tab, click the New Delivery button and select HelloSign from the list.  After you enter your HelloSign API Key, you’ll need to enter the merge fields for the signer’s name and email address.

Feel free to customize any of the other HelloSign settings.
 


Once you’ve saved your HelloSign delivery, we’re done with the setup process inside WebMerge and we’re ready to setup the integration with our registration form inside Formstack.

Inside Formstack under Settings > Integrations for your form, please add the WebMerge integration to your form.  Once you enter your WebMerge API Key and Secret, Formstack will load a list of the documents in your WebMerge account.

Go ahead and pick the Waiver document you just setup and Formstack will load all of your merge fields.  For each merge field, you need to pick the corresponding fields from the form field dropdown.  This tells Formstack how to send your data over to WebMerge so that it is populated in the correct spot on your template.
 


Once you have matched up all of your merge fields, go ahead and turn on the integration at the top of the page.  We’re ready for a test!  Open up your form and then submit a new submission.  Formstack will send the data over to WebMerge and we’ll populate the waiver and send it over to HelloSign for signing.

Here’s what our waiver looks like ready to sign in HelloSign:
 


Congrats, you’re all done!  You can now instantly populate and sign documents using WebMerge and HelloSign.  Can you think of any other ways you can utilize WebMerge to simplify your paperwork process?
 

5 min read

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