How-to: Allow Travelers to Sign a Document, Via Automated Tasks

Looking for an alternative to DocuSign, WaiverSign, or other expensive digital signature platforms? Did you know that you don't have to physically draw your signature for it to be binding?


WARNING: This is a mechanism for document signing, suggested by YouLi, but we also suggest that this is reviewed by your company's legal advisor.

We referenced this article for the following information, but encourage you to do your own research, especially when it comes to e-signature legality within your country of operation.

Furthermore, we don't produce a document - just a log of the signatures of people who agreed to your terms and the ability to VIEW AS to see what the customer saw.

Check out this brief overview & see what a signature looks like in YouLi!

Regional Details
  • In the US, typed signatures are used to create law. You can present an e-signature in court as evidence as well.
  • In the UK, typed signatures got accepted under the country’s Act by the Electronic Signatures Regulations in the year 2002. According to this Act, it’s not a must for a contract to consist of a written signature. For an agreement to be valid, all it takes is for all parties to agree mutually and understand the contract thoroughly. Hence a typed signature constitutes as proof that all parties involved have agreed to the terms.
  • In the EU, typed signatures became accepted as legally binding through a community framework directive for electronic signatures. According to this directive, an electronic signature cannot get rejected by the mere fact that it was electronically created.

What are typed signatures and are they legal?

Using a typed signature in your business is legal and accepted. But for it to be legally valid, you must adhere to the following rules:

  1. Prove that the signer wanted to sign by providing options like “Cancel.”

  2. Prove that the signer wanted to carry out their business electronically. Ensure you get consent from the signer before signing that they accept to use a typed signature in your business transactions or contract. The best way is also to give the option of signing on paper and allowing the signer to choose.

  3. Give a definite attribute of the signer’s typed signature. Record an email trail, mobile phone number, timestamp, and IP address. An identification system such as two-step identification for signers may be used. The signer might see it as an extra step, but it helps in improving your signer’s standard of attribution.

  4. Ensure you connect or associate the signature with the signed document.

If you meet all the above requirements, all your typed signatures get termed as legally binding.  


Suggested signature acceptance method in YouLi

A simple way of allowing your Travelers to sign a document could be to create a TASK with a response type of CUSTOM FORM where the checkbox or radio button indicates that they have agreed to be bound by the attached document, by clicking and completing the task.

Example of a document signature utilizing a Custom Form (Thanks Nick!)

This is how the traveler will see the end of the liability form and be prompted for a digital signature using a YouLi CUSTOM FORM.



Where do I find the record of the signature?

  • In YouLi, these are collected in the RESPONSES for the CUSTOM FORM you created to collect the signatures. 
  • When viewing the CUSTOM FORM, just click RESPONSES to view them in more detail.


Need more help? 

Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.