In order to ensure that documents in a Package are fully completed by your signers, you can template them as you send them out for signing. When you create a new Package, after you have added the Package details including the documents that need to be signed, you will be taken to the Review and Template screen.
- This example shows a two-page sample document.
- To template a document:
- Signers List - Select a Signer from the Signers list on the left panel. [You can also use the keyboard shortcut alt + # to select the signer. # represents the signer number.]
alt + 1 alt + 2
- Fields List - Drag and drop the required fields from this list onto the document. [Keyboard shortcut for the fields is alt + (the alphabet mentioned beside each field)]
- A new field Date has been included in V3.2, which can be used to set a specific date, unlike the Signer Date field which picks up the current date. This field can also be made optional. The user can only set the date while signing the document. When selected, a date picker pops up.
- For Signer Date and Document Date fields, you can also customize the format of the date as per your requirements.
- To change the date format based on the locale (i.e. US, Canada, UK), while creating the Package, click on the Formatting tab under Package options. And then select the locale from the formatting locale drop-down. It will show a preview too as to what it would look like.
- Sample document templated:
Signature field, Signer Name field, and Signer Date field
Signer Date field and Initial field
Radio field and Checkbox field with three options each
Dropdown field with three values
- During the templating of a document, fields are always added as mandatory by default. However, this can be changed by making them Optional. After dragging and dropping the necessary fields onto the document, selecting a field will display an Optional toggle switch under the Properties tab on the right panel. You can decide whether to keep the field mandatory or optional. The fields that can be made optional are Signature boxes, Initial boxes, Text boxes, Radio buttons, and Checkboxes.
- There are additional customizable properties for Textboxes. Drag and drop a Textbox to the document. With the Textbox selected, from the right panel, select the drop-down Auto Fill. The drop-down has additional values available to be added to the document.
- Signer Email
- Signer Mobile Number
- Package Name
- Document Name
- Document Date
- For Textboxes, you can also add a custom value or a hint (a placeholder to let the signers know what value needs to be entered) using the Properties tab.
Example: one textbox with the value "Date:" and another with a hint "mm/dd/yy".
- Once the document has been reviewed and templated, you can Save and Send the Package.
In addition to the above drag-and-drop option of templating, a new method of templating has been introduced. You can now select any field and tap on the document to continuously add a field of that type.
- While templating a document, select any field from the left-side panel.
- The cursor switches to an addition mode with a small plus sign beside the mouse pointer.
- Tap continuously on the document to place that field at various positions.
- Selected fields can now be repositioned using the arrow keys on your keyboard.
- Selected fields can be deleted using the delete key on your keyboard. The application will prompt for confirmation. You can also suppress this message for future deletions by selecting "Don't show me this message again."
A new warning dialog has been added to prompt you if you forgot to template a document with a Signature box.
When you click on the Send button without adding any signature boxes to the document, the below message shows up. You can either click on Cancel to go back and add signature boxes or click on Send to continue.
While templating a document, a Show When option is available in the field
properties panel allowing you to set conditions on when to show selected
fields during a signing: Conditional Templating