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Form Initials

Add initials to specific sections of a form to ensure key terms are acknowledged before signing. Learn to add initials and how the initial process works

Updated over a month ago

What This Guide Covers

In this guide, you’ll learn how to:

  • Add initials to a form template

  • Send a form that requires initials

  • Understand the customer signing experience

  • View completed initials on a job

Video Walkthrough

Watch the full walkthrough below to see form initials in action, from setup to customer signing.

What Are Form Initials?

Form Initials allow you to require a signer to initial specific sections of a form before completing the final signature.

This is commonly used for:

  • Service Authorizations

  • Important disclosures

  • Key acknowledgements within longer forms

Initials are captured digitally and saved with the completed form.

How to Add Initials to a Form Template

To use initials, they must first be added to the form template.

Step 1: Open the Form Template

  1. Go to Settings > Company Settings

  2. Select Form Templates

  3. Open an existing form or create a new one

Step 2: Insert an Initials Field

  1. Scroll to the section of the form where initials are required

  2. Place your cursor exactly where the initials should appear

  3. In the top editor toolbar, select Insert Signature Keys

  4. Choose Initials from the dropdown

The initials key will be inserted at your cursor location using brackets (e.g., [Initials]).

Step 3: Save the Form

  • Click Save Changes at the top of the form editor

  • The form is now ready to be sent with required initials

Sending a Form with Initials

Once initials are added, the sending process follows the normal workflow.

  1. Open a Job

  2. Go to Documents

  3. Click Send Forms

  4. Select the form that includes initials

  5. Confirm recipient details and send

The customer will receive the standard form email with a link to sign.

Customer Signing Experience

When the recipient opens the form:

  1. The form opens in a browser

  2. The signer reviews the document

  3. The system requires:

    • Signature

    • Initials for each initials field

  4. Initials must be completed before the form can be submitted

Once completed:

  • The customer receives a copy of the signed form by email

  • The form status updates to Signed

Viewing Initials on a Job

After signing:

  • The completed form appears under Job > Documents

  • Initials are visible at each required location

  • Initials are stored with the form for recordkeeping and verification

Best Practices

  • Place initials near important language, not just at the top or bottom

  • Use initials only where acknowledgement is critical

Related Form Help Docs

Looking to learn more about form signing options in Lever360? Check out these related guides:

Support
💡 Need help? Contact support or reach out through Lever360’s help resources.

📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900 x 2
📚 More Guides: https://docs.lever360.com/en/

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