LinkToFill: Host Fillable Forms

Turn your documents into fillable forms without leaving Salesforce. Use LinkToFill to make your forms accessible to anyone with an embeddable HTML code, a direct link or QR code. Anyone with the link can fill out a form and submit it to you. A Salesforce account is not required to fill and submit a form. Create a direct link to the fillable form and publish it on your website as a button or an HTML link.

To start using LinkToFill in the DaDaDocs Documents tab, choose a document from the list and click LinkToFill.

In the LinkToFill options window, copy the link to your document by clicking Copy Link. The link will be automatically copied to your clipboard so you can share it directly with your recipients.

Recipients will receive their own copy of the selected document. The original document will remain unaltered.

Note. To enable a timestamp for signature fields, go to App Launcher and select DaDaDocs Settings.

Proceed to the Admin Tools tab.

Switch to Settings and in the Feature-specific settings section, check the Enable E-signature Timestamps box.

When finished, click Save.

Once a document has been signed, the signature will be verified with a PDFfiller stamp that shows the date of signing next to each signature field.

To adjust additional settings, select Settings at the bottom.

Customize Tab

Select your link style. Customize the embeddable HTML link.

Click Add Fields to add fillable fields such as text, checkboxes, signature, dropdown, and date fields to your document. For more information, please refer to the Fillable Fields section of this guide.

Customize the Link or Button text that your recipient will see. Type your own text (up to 50 characters) in the text field.

There are three styles available:

Link

Small Button

and Large Button

You can also choose whether to use the document icon or not, just check or uncheck the corresponding checkbox.

Customize the color by clicking the colored squares.

Your changes will be displayed in real-time in the Preview field to the right.

Upload a custom logo for your document. Click Add New Logo and follow the instructions in your browser to upload an image from your device.

You can upload any JPEG, GIF, or PNG image that is less than 5 MB.

Use the slider to fit the image into the rectangular frame and click Save Logo.

Click Add New Logo if you would like to upload another image.

Whoever fills in the form will see your logo in the upper left corner of the page. If you choose not to use this option, the DaDaDocs logo will be displayed by default.

Add the name, company and job title of the creator of the form to the Author’s Info fields. This information will be available to your recipients.

Welcome Agreement. Activate this option if you’d like to request the recipient’s consent to the terms and conditions of the use of electronic records and signatures.

Message. Write a message such as instructions or a request.

Video URL. Add an instructional, marketing or welcome video to the document by inserting a link to the YouTube video that you’d like to attach.

Note that the video needs to already have been published on YouTube. At present, YouTube is the only video hosting service supported.

Whoever opens the form will be able to watch the video.

After you’ve finished customizing the HTML, click Select Options in the lower right corner of the page to proceed to the Select Options tab.

Select Options Tab

Password Protection. Create a password to restrict access to the form. You will have to provide the password to those who need to access the form.

Permissions. If you set the editing permissions to Signature Only, the recipient will only be able to sign and date the document.

If you select Full Access, the recipient will also be able to edit the document using all the editing tools in the editor in addition to signing the document.

Signature Stamp. Choose whether you’d like to turn on the Verified by DaDaDocs stamp next to the signature by checking the Enforce box.

It serves as a proof of notarization showing that DaDaDocs, as a neutral third party, has verified the date and time when a recipient signed the document.

Additional Documents. Ask additional documents from your recipients using LinkToFill. Click Add Document Name in the Request Additional Documents field.

Enter the names of the required additional documents the recipients should attach to their signed documents. Add as many documents as you need.

A signed document will be automatically uploaded to your Documents tab together with enclosed additional documents.

Alternatively, you will see the signed document together with attached additional documents in Notes and Attachments of your Salesforce current object record.

Submission Requirements. Request the name and email address from a person submitting the form. If requested, you will be able to see the recipient’s information in the LinkToFill File Status tab.

Download Options. If you permit downloads, whoever fills out the form will be able to download a copy.

Redirect After Submission. As soon as your recipients submit the form, you can redirect them to any webpage you like: insert the URL address of the web page in the text field.

Notifications. Specify whether or not to receive an email notification each time somebody submits your form. Enter email addresses of those who will receive email notifications.

After you’ve selected all the relevant options, click Activate at the bottom of the page to proceed to the Activate tab.

Activate Tab

Authentication Phone Number. Enter a phone number to receive a text message to activate your LinkToFill form.

Set Document Status. Change the Document Status to Active or Inactive.

Note that inactive documents are only visible to the author.

Once a form is active, you will be able to distribute it using the URL, HTML code, and QR code.

Distribute Your Form. Provide the URL to those you’d like to complete your LinkToFill form.

Download the QR code and add it to any printed document, booklet, leaflet, etc. Smartphone users will be able to scan the code to easily access the document on their devices.

To create a Fill Form button or a text link on your website, copy and paste the HTML code to your website HTML.

Your website visitors will be able to open the document in the DaDaDocs editor where they can easily fill out, sign, and submit the document with just a few clicks.

You can also share your form through social networks such as Facebook, Twitter or Google+ by clicking the corresponding buttons and logging in to your social network accounts.

When finished, click Done at the bottom.

Filled documents are automatically uploaded to your Documents tab with the Filled tag.

Alternatively, you can find filled documents on your Salesforce record page in the Notes and Attachments section.