📖 Table of contents
Forms is a document automation feature allowing you to automate many tasks and make the document preparation process an easy path.
🎥 Discover steps in video :
Discover Forms
Forms are available in the Pro ans Scale plan.
Forms is a document automation feature allowing you to automate many tasks and make the document preparation process an easy path. It’s an intuitive solution, based on an easy-to-use software.
Ease collaborative processes by enabling stakeholders to play their part in the process (adjusting, validating...) without increasing the risk of errors, or having to go back in the process.
When should I use Forms?
Collect data
Do you spend time collecting data from external stakeholders in order to prepare your documents? Forms were built for you!
Collecting data all at once from many people shouldn’t be a nightmare. Especially when you generate the same type of documents over and over with specific data. Forms automate this process to save you time.
For example, Forms are used to generate documents such as:
Attendee Certificate: Forms collect each attendee’s personal data and generate automatically all documents. You will have the possibility to sign them all in one click (with our bulk signature) if needed.
Image rights certificates and Privacy agreements: Forms collect each signer’s personal data and generate automatically all documents for them to sign.
Promise of employment: Forms collect your future colleagues’ personal data and generate automatically the document for them and you to sign.
And much more!
Say goodbye to copy-paste
Instead of copy-pasting, create and customize forms to collect all the data needed and build the contract with each one of the various stakeholders. They are automatically filled in the document.
External and internal needs
You can create several types of forms:
Private forms to collect data from Yousign users only
Public forms to collect data from anybody external with no Yousign account (your customers, your colleagues)
👉 Discover how to create your first form in our dedicated article.