In this article we’re going to cover how to create a simple document signing kiosk using DocuSign PowerForms and KioskSimple.
DocuSign is a web-based service which makes it easy to collect digital signatures for your important legal documents.
For example, lets say you run a business where you need to have every parent sign a parental release form before their child can use your services.
DocuSign PowerForms is a perfect solution for collecting electronic signatures from a centrally accessible kiosk thereby reducing the demand on your staff.
The challenge is, how do you secure your document signing kiosk to prevent malicious users from tampering with the Windows operating system?
This is where KioskSimple kiosk lockdown software comes in. KioskSimple makes it easy to securely run the DocuSign service in “kiosk mode” and thereby completely dedicate your kiosk to the purpose of collecting electronic signatures.
This article is in no way intended to imply an endorsement or affiliation with DocuSign.
Step 1: Signup for DocuSign PowerForms
The first step is to signup for a DocuSign package which includes PowerForms.
This service may seem a bit pricey, but the time and headache it will save from going paperless is often well worth the cost.
Step 2: Create your electronic document using DocuSign PowerForms
Creating an electronic document using DocuSign PowerForms is outside of the scope of this article, but DocuSign provides detailed examples of using PowerForms on their website.
The following is an example DocuSign PowerForm.
After creating your document make a note of the document URL. The URL will look something like this…
Step 3: Install KioskSimple
Once you’ve created your PowerForms document it’s time to install the free demo of KioskSimple.
In most cases you’ll want to install the 64-bit version.
Don’t worry about installing the wrong version. The installer will automatically detect your operating system and prevent you from installing the wrong version.
Step 4: Configure KioskSimple to use your document
Next we need to configure KioskSimple to run your document on your document signing kiosk.
Click the Configure KioskSimple icon on your desktop and you’ll be prompted to enter your website.
Paste in the URL of your document you collected in the previous step and press CONTINUE (see below).
That’s it! Now close the KioskSimple Configuration App and its time to test your document signing kiosk.
Step 5: Deploy your document signing kiosk
From your desktop click the Start KioskSimple icon and select the option to Try the Demo.
Next you’ll be prompted to either run KioskSimple in Test Mode or Lockdown Mode. For the purpose of your initial testing, select Test Mode.
Once KioskSimple is running you’ll see your document will load and you can perform any tests.
When you’re ready to exit KioskSimple the default password is “kiosksimple.”
You can get to the password prompt by either pressing ESC on a physical keyboard (attached via USB) or by bringing up the touchscreen keyboard by pressing the keyboard icon in the lower right-hand corner.
To access the ESC key on the touchscreen keyboard first click the &123 key in the lower left-hand corner of the keyboard and then a new view will load with the ESC key on the right.
After entering the default password of “kiosksimple” select the option to Close KioskSimple and you’ll be returned to the Windows desktop.
When you’re ready to deploy KioskSimple for use by the general public you’ll want to purchase a license of KioskSimple and launch KioskSimple in Lockdown Mode.
Select a device with a keyboard
Since documents often require a lot of data entry we recommend using a laptop or tablet with a physical keyboard.
This will save users time over using the touchscreen keyboard and result in shorter wait times.
Need additional help?
We’re happy to help step you through setting up your document signing kiosk over the phone.
Contact us today if you have any questions and we’ll get you up and running quickly.
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