Prepare documents
You add fields to the document to collect information from signers.
Select the signer and add fields by dragging them from the panel into the document body. The following fields types can be added:
- Signature fields
- Text fields
- Check boxes
Fields can be moved by dragging and resized using the field edges. A field can be deleted from the field properties panel.
Field properties
Basic properties for all field types:
- Assignment to a signer
- Label for the field
- Tooltip text
- Setting the field as required
Signature field
The following signing methods are selectable in addition to the basic properties:
- Signature (see also Handwritten signatures)
- Photo capture
- Click-to-Sign
- Signature image
A SignDoc Standard user can limit the available methods or leave them to the signer to select.
Text field
Use text fields to collect user text input. In addition to basic properties, you can also set these options:
- Set field as read-only
- Single or multi-line
- Maximum length
- Set the initial field text
Check box
In addition to basic properties, you can also set these options:
- Set field as read-only
-
Set whether to check the field
Done button
The Done button saves the changes and brings the user back to the documents and recipients page.