What is an embeddable widget?

If you have a standard form that you ask prospective customers to sign before they become a customer, then this may be the solution for you. All you need to do is send them a link, or embed the signing page directly on your website.

Using widgets to sign directly on your site

Step 1

Head to ‘Templates’ in the main menu bar

Step 2

Click the title of the template that you want to create the widget for

Step 3

Click the ‘Create widget’ button

Step 4

You’ll then see the embed options or the direct URL link (which you can send through to anyone you want to sign the document)

Step 5

Select and copy the code to use however you see fit!

Step 6

Once a signer signs the document, they will be prompted to fill in their email address and name. We will then automatically send them an email to verify their signature.

Step 7

You’ll be able to see the envelope in your Library under the status of ‘Awaiting verification’ and, once the signer has verified their signature via email, the document will show as ‘Completed’ just like any other envelope.

Do you have more information regarding embedded signing via the API?

Why yes we do! If you're asking, you likely already know that embedded signing via the API works a little differently to the in-app widgets listed above. This can provide more flexibility on messaging and signing options for your signers - more information can be found in our developer documentation here!