Introduction

This is a particularly important consideration for Templates sent via Share Links. For Single PDFs and sending via the Send button, you select your assignee and we know the First Name, Last Name and Email of the signers. However, for Templates, the end user filling and signing the document or form is anonymous. 

This behavior is particularly important for notifications to ensure we can send the completed document to all signing parties. If we don't know who filled and signed the document, we cannot send them a completed copy. Under many jurisdictions, it is required that all signing parties retain a copy for their records. Please check with a lawyer before disabling this behavior.

How we capture user information (PII)

When you send a document to be signed, you enter the information of all recipients, such as their First Name, Last Name and Email. However, with Templates sent via Share Links, which is one of our most popular options, we do not know who is completing the form and cannot notify them because they are not authenticated in our application. They are anonymous.

Let's Get Started Pop Up

To solve this problem, we ask for this information to anonymous or unauthenticated users when they start signing a document. This is not a log in process and signing users are not required to create an account with UnicornForms. It simply allows us to capture the required data to send them an automated email when the document is completed as an attachment.

Turning the Pop Up Off

For simple web Forms, we recommend turning this pop up off. Simply select More Options > Page Settings and check Disable Get Started Pop Up:

We recommend this for forms, because typically you are not signing a form, but rather collecting data directly.