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February 10, 2016

Populate and Sign Contracts and Agreements from FormAssembly

Collecting data from your customers can be a difficult talk if you don’t have a tool like FormAssembly.  With FormAssembly, you can build powerful online forms that can be easily completed by your customers.

In addition to collecting data, FormAssembly offers integrations with many popular services to automatically send data to other services. For example, you can integrate with WebMerge to automatically populate Word, PDF, Excel, and PowerPoint documents with data collected on your forms.

In this example, we’re going to show you how to collect information from a new client via a FormAssembly form and then use WebMerge to generate a Buyer Representation Agreement that will be sent to DocuSign for signature.

To get started, we’re going to setup our agreement template using a Word document.  Inside Word, we’re going to add all of our boilerplate agreement information and then we’re going to insert merge fields for the spots where we want out client’s info to go.

These merge fields are just like any other text in your document and look like {$FirstName}, {$Address}, etc.  You can name these fields with your own names and you’ll match them up with FormAssembly later

Here’s what our agreement template looks like:
 


Since we’ll be having our client’s sign this document via DocuSign, we need to add signature tags in the document so that DocuSign knows where to display the signature.  This is very easy and all you need to do is add this tag in the document:   \s1\
 


Now that 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 pick the file from your computer.
 


Once you upload your template, you’re going to be taken to the Settings tab.  Here you can change options like the type of file that we want to generate and the name of the file.  For this example, we’re going to generate a PDF and then we’re going to include the client’s name in the file.
 


Next, we’re going to setup the integration with DocuSign so that our contract is automatically sent over to DocuSign for signature.  On the Deliver tab, click the New Delivery button and pick DocuSign from the list. 

Once you login to your DocuSign account, you’re going to see options for the delivery.  You can customize the subject of the email that the signer receives and you’ll also need to define the name and email address of the signer (using merge fields).
 


That is the last step of the setup process in WebMerge and we’re ready to setup the integration with FormAssembly!  We’re going to use an HTTP Connector to send the data from FormAssembly to WebMerge.

For this connector, we’re going to need our document’s Merge URL.  Go to the Merge tab and save that Merge URL for later.
 


Inside FormAssembly, we’re going to setup a new connector for our form.  On the Connectors page, click the Add Connector button under the “POST-SUBMIT” section and pick HTTP.  This will send the connector after your form is submitted.

Go ahead and configure the HTTP connector.  For the Remote Script URL, we’re going to use the document’s Merge URL and we’re going to choose POST.  For each of our form fields, we’re going to enter the corresponding merge field that we used in our document.
 


After you have finished the field mapping, go ahead and save the HTTP Connector.  You’re ready to run a test!  Go ahead and submit your form, then your data will be sent over to WebMerge.  Your contract will be generated then handed off to DocuSign for signature.

Here’s what our agreement looked like ready for signature in DocuSign:
 


You’re all done!  You can now generate all types of documents automatically from data collect in FormAssembly.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?
 

6 min read

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