Categories
BankID Guides

How many characters can I use in the Text to sign for BankID signings?

Write texts with up to 4000 characters in the BankID Text to sign

You can write agreement texts with up to 4000 characters in the Text to sign for BankID.

Tip!

If your text should exceed 4000 characters, a link can be inserted in the text leading to the full text or contract (often as a PDF or on an external website).

Categories
Advanced BankID Guides

Create dynamic texts for BankID signings

To retrieve information from the form and present it in the Text to sign for the user to see when they sign the form with their BankID, you simply click the drop down ‘Get field value‘ and select from your previously named fields.

The values from the fields you select will be visible in the Text to sign as follows {{ personalnumber }}

You can write agreement texts with up to 4000 characters in the Text to sign for BankID.

Tip!

If your text should exceed 4000 characters, a link can be inserted in the text, leading to the full text or contract (often as a PDF or on an external website).

Which field in this form will contain the users personal number?

We recommend you to set this setting to the field containing the value with the personal number. This makes for a more user-friendly and secure form.You can leave it for the users themselves to fill this when signing, but selecting a specific field will retrieve and lock the signing to the personal number provided by the user in the form.

The value from the field named personalnumber will be presented for the user when they sign with their BankID, locked by Settings.
Note!

To be able to Get field values from a form field presented in the Text to sign, the field must be named. This setting is located under the Advanced Settings for all fields.

Naming field

You can also see directly in the list of fields which have a name set or not. The fields without a name are marked in red. You can click ‘Add name‘ directly from the list of fields to access the fields Advanced Settings and enter a name before saving the field.

Access Advanced Settings and name fields directly from ‘Add name‘ link in the list of fields
Categories
BankID Guides

Activate Electronic signature via BankID

For each form, it is possible to activate Electronic signatures via BankID as a final step when the form is submitted. This is activated by checking the box “Require this form to be signed using BankID” located at the bottom left of the Settings tab.

Choose your certificate and select Which field in this form will contain the users personal number? You can leave it for the user to fill this when signing, but it is not recommended.

Tip!

If you have named your fields when creating them, you can call for that field and get the value entered there by adding it from the drop down list ‘Get field value‘ containing all available fields. You find the drop down in the box ‘Text to sign’ in the Settings for BankID.

Missing BankID for your Lime Forms?

If you can not see the alternative for Electronic signature via BankID for your forms, it is because you lack a BankID module license. Contact support@lime.tech for more information about BankID cloud service and BankID certificates, or read more at www.janjoo.se/bankid

Categories
BankID Get Started Guides Submissions

Manage received submissions

There are several useful alternatives when it comes to managing received submission through forms. Read more about them below.

Export all

You can download all received submissions that have been stored in the database by clicking the “Export All” button located at the page for Received submissions. This will save all submissions to a CSV file. With this file you can compile data from the form and see statistics linked to the answers.

For each individual submission that is stored in the database, there is a public link that can be shared to end users.

Show BankID receipt

If BankID has been activated for the form, a link to the BankID receipt will be displayed below details for received submissions.

See Managing BankID Signatures and Receipts for more information on Submissions to forms with BankID activated.

Show submission as JSON

If you want to display the submission as a JSON file, it is possible to do so. This can be a good option to get all fields and the complete submission forwarded to other systems.

Save a single submission as JSON

To save a single submission as a JSON file, simply press the Save submission button located below the JSON data presented in the Details for submission.

Remove submission

You can delete individual submissions by clicking the red Remove Submission button located at the bottom right of the page, shown in example above.

Categories
Advanced BankID

Management of BankID signatures and receipts

There are several ways to manage BankID signatures and receipts in your forms.

You find the activation and settings for BankID at the bottom of each form, as shown above.

Which field in this form will contain the users personal number?

We recommend you to set this setting to the field containing the value with the personal number. This makes for a more user-friendly and secure form.You can leave it for the users themselves to fill this when signing, but selecting a specific field will retrieve and lock the signing to the personal number provided by the user in the form.

Get field values for Text to sign

Tip!

If you have named your fields when creating them, you can call for that field and get the value entered there by adding it from the drop down list ‘Get field value‘ containing all available fields. You find the drop down in the box ‘Text to sign’ in the settings for BankID.

Learn more about BankID and the Text to sign in this post: Create dynamic texts for BankID signings

A link to the BankID receipt is saved in the forms submission (if you have set Storage/GDPR for your form to store submissions in the database as the example above).

Data to generate a link to the receipt via internal system is also included in the JSON data that you can post to internal API calls. Click the Show submission as JSON button in the bottom of the page to view the data.

See the BankID parameters in the image below.

Submission signed with BankID shown as JSON-data

Include a link to the BankID transaction receipt in the action Custom email message

Finally, you also have the opportunity to attach a receipt link in the two email responses that can be sent as Actions when submitting the form. See image below.

Clicking the box ‘Include a link to the BankID transaction receipt’ when having Send an email notification or Send a custom email message set as Action for the form.