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Signature Field

Not every document needs a full e-signature workflow. Sometimes you just need the client to acknowledge a form, sign off on the data, or confirm a disclosure — inline, without leaving the portal. The new Signature field lets clients draw or type their signature right in the form, and captures the result as a PNG attached to the folio.

What's New

Draw or type a signature

Clients choose between Draw (finger or mouse on a canvas) and Type (their name rendered in a signature font). Either one produces a PNG that flows through the existing file upload path.

Configurable confirm label

Every signature field lets you customise the confirm button text so it matches the moment — Approve Signature, I Agree, Consent to Terms, or anything else. Default is Approve Signature.

Typed signatures render faithfully

Typed signatures measure the rendered text width before sizing the offscreen canvas, so the text no longer clips on the right edge. Typed entries use a compact canvas height and left-align in the preview at 50% of the configured height, keeping the form compact.

Drawn signatures keep their space

Drawn signatures respect the configured height so there's enough room for a normal signature gesture on desktop or mobile.

Inline preview in folio detail

The manager's folio detail view renders submitted signatures inline as images, so you can review signed forms without clicking into each attachment.

How to Use It

  1. Open a template in the Builder
  2. Drop a Signature field into a section
  3. Set the confirm label and desired height
  4. Save and publish
  5. The client sees the Draw/Type toggle on the portal form, signs, and confirms

What's Improved

Uploading spinner in preview

While the signature is uploading, the confirm button is replaced by a spinner in the preview panel so the builder-side manager can see the feedback the client will see.

AI-aware signature fields

The AI Builder now knows about the signature field type and will propose one when you describe a workflow that needs sign-off — "add a signature to the end of this form" produces a correctly-configured signature field.