RForms is a convenient RSign feature enabling multiple signers to access and sign a template document using a static link in a website or a web application.
This article covers the following topics:
- Overview of RForms
- RForms - Sender Experience
- RForms - Signer Experience
- Authenticating Signers in RForms
Overview of RForms
RForms, also known as Templates with Static Links, allows you to capture signatures within your application conveniently. RForms may be embedded in your web application or accessed via a hyperlink; therefore, they provide a seamless in-app experience to users who need to apply their signatures digitally.
The steps to create RForms are like standard templates. However, RForms differ from standard templates in many ways. Firstly, you cannot embed RSign Templates in your application. Lastly, RSign Templates do not support multiple signers applying their signatures while sharing the same browser session.
RForms overcomes these limitations. It empowers the signer to capture signatures from multiple signers and decide who should sign the document, sign in person, or be invited to sign later.
RForms: Senders Experience
The steps to create an RSign Template and RForms are the same. Learn how to create a template here. Note that to create an RForm, the corresponding setting must be enabled. Learn how to enable RForms here.
RForms: Signers Experience
The first signer accessing RForms needs to enter their email address, select their role and accept the terms and conditions on the "Confirm to Begin" popup to view the document. RSign auto-populates the signer's role if the Template contains only one signature.
If the first signer signs and clicks on the Submit button without inviting optional signers, RSign will remind the first signer that they can invite additional optional signers to sign the document
If the Template contains multiple required signers, if the first signer clicks on the Submit button without inviting the remaining signers, the following warning message will appear:
When the first signer invites the other signers by clicking on the Invite Signers button, RSign displays the Invite Signers popup. In the example below, there are two additional pending signers. If the pending signers are required, an asterisk symbol (*) will appear on the right-hand side of the screen. If the signers are optional, a trash bin icon is displayed instead, for the first signer to remove them if applicable. If the additional signers are co-located, the first signer is to select the Sign now option, whereas if the signers are not co-located, the first signer is to select the Invite by email option.
Additionally, a section for the first signer to add their details is displayed, as well as a field to enter a message to the additional signers.
Signing on the document and clicking on the Submit button completes the workflow. RSign sends an email to other signers to sign the document.
The sender can track the status of all e-signature requests from the ENVELOPES tab. In addition, both the signer and the sender can download the signature certificates and other artifacts from the envelopes tab.
The transaction is completed when all the signers sign the document. Then, both sender and recipients receive an email from RSign to retrieve the final signed copy. They can also access the final signed document from the Completed folder on the RSign homepage.
The next section describes how you can authenticate the signers and protect your documents from unauthorized viewers.
Authenticating signers in RForms
The creator of the RForm can configure how the signers should authenticate themselves. In addition, RForms offer multiple settings to authenticate the signers, which work independently of each other, which can be enabled simultaneously and offer different ways to authenticate the signers.
Authenticate the first signer before they invite other signers
When you set the value of the setting 'Send confirmation email to validate first signer' to Y, RSign sends an email to the signer to verify their email address before sending the email invitation to other signers. The user journey of the signer is as follows:
1. The signer accepts the terms and conditions displayed on the document signing page.
2. The signer signs the document.
3. The signer may invite other signers.
4. The signer clicks on the Submit button.
5. RSign sends an email to the signer to confirm their email.
6. The signer clicks on the Confirm Email button in the inbox.
7. RSign redirects the user to the confirmation landing page and sends a signature request to the additional signers
Learn about additional applicable Access Authentication Settings here.
Note: The Signer Verification method of the Access Authentication setting is not compatible with RForms.