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How to use Airtable DocuSign integration to automatically save signed documents to Airtable
Learn how to use Airtable DocuSign integration for digital signing and automate attaching signed documents back to Airtable records using Make.
You might be shocked, but the best tool to reduce paperwork in your organization lacks the essential element of getting rid of paper and pen: the signature. Yes, there's no way to collect signatures natively in Airtable!
There are many posts in the Airtable Community, on Reddit, and other sources with very similar message:
I'm looking to create an Enrollment Agreement using Airtable Forms. However, we require electronic signatures on our documents, which is a feature Airtable Forms does not seem to offer natively.
Please add a signature field. Seriously… I could get rid of two different apps and move all my databases to Airtable if you could add a signature field.
Airtable is great. However, many of our forms require signatures. It would be great if Airtable provided this feature.
And Airtable is still immune to all the calls and pleas for a Signature feature.
The good news is that Plumsail Forms has a control that you can use to collect handwritten signatures and save them directly to Airtable. Yes, it's a workaround, and you'll need to use one more app in your business process, but you're getting the feature you really need plus an amazing tool for creating truly impressive, mobile-friendly forms.
As a result, we'll have a form where users can leave handwritten signatures, which we'll save to Airtable like this:
Let me show you my setup for saving signatures to Airtable. It's pretty straightforward, and you can easily adapt it to your own requirements.
Prefer a video? Watch below for collecting signatures and generating PDFs.
I have a Teambuilding base with a table called 'Pizza Friday.' This table organizes pizza requests and contains the following columns:
Create your own table, but don't forget to add an Attachment column to store signatures:
Now, it's time to design a form!
No Plumsail Forms account? Sign up and design a form with me!
First, I connected the form and my Airtable account in the form settings:
I then select the 'Teambuilding' base and the target table:
That's it! You can find more detailed instructions in the article Connecting Plumsail Forms to Airtable.
Now, I can move on to the form design.
Once connected to Airtable, you'll see the columns in the left panel, ready to be added to a form:
I added all the necessary fields from Airtable and also included an Ink Sketch control for collecting signatures:
The last important step is to select the attachment column in the Ink Sketch control's settings where you want to save the signatures:
And that's it!
Time to test my form! I filled out the form, including my signature to show I'm serious about my pizza toppings. And submitted it.
Here's what Airtable looks like after I submitted the form:
Time to share the form with the team!
I share it using a direct link. The sharing page can be customized to your liking or to match your company branding:
I've also added the form to our corporate portal by simply embedding it on the page. You can do the same using the ready-made code snippet.
Try out Plumsail Forms for Airtable! It offers a free plan, so you can test it thoroughly and decide if it's the best approach for collecting signatures in Airtable. (I think it is!)
Sign up for Plumsail Forms today and have fun!