- 1
in hummingbird, drop a signature field into your form
and toggle on "hand off to loblolly".
- 2
the customer fills the form, then signs
their answers pre-fill the loblolly contract. they sign on the same screen.
- 3
the signed pdf files into bullfrog
with the full audit trail. the dragonfly contact stage flips automatically too.
tipthe typed-name signature inside hummingbird is fine for soft acknowledgments. for waivers, releases, and anything you'd want in court, always hand off to loblolly.
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