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How do I change my last name on ?
To change your name: Select your profile image and choose Manage Profile. The My Profile site opens. In the My Profile Information, in the Name section, select UPDATE. Change your name as desired. Select SAVE. Your name updates and the changes apply to all future envelopes and notifications.
What is title field in ?
Just like the Company field, the Title field automatically populates with the recipient's title from their My Identity information. Otherwise, the recipient can type in their title. Email. This field automatically populates with the recipient's email address.
What are the required fields in ?
Now on the right hand side of the screen Mark the required field option then just hit next. BeforeMoreNow on the right hand side of the screen Mark the required field option then just hit next. Before you finalize the document. You can add any necessary signatures or initials. And that's it.
How do I change my title in ?
Select your profile image and Manage Profile. From My Profile, scroll to Contact Information and select UPDATE. Update your company name, job title, address, and phone number. Select SAVE.
How do you save fields in ?
Create Custom Fields for Documents In eSignature Admin, select Document Custom Fields. Select ADD DOCUMENT FIELD. Enter a name for the custom field. Select the type of field you want to create from the Type menu, for example, Date Signed, Drop Down or Radio Button. Select SAVE to save your custom field.
How do I add fields on ?
Go to My Preferences > Signing and Sending > Custom Fields. To create a new custom field: Select ADD NEW FIELD. Enter the properties for the field.
How do I export data from ?
Create Exports Select Create an Export at the top of the Retrieve home screen. Select the type of envelopes to export, and configure filters to narrow your selection. Select Format to configure the contents of the index file, which is formatted as a CSV file and included with the export.
What are form fields in ?
Form fields are data fields added to an Adobe PDF form. These fields are similar to fields in that they are fillable and have validation to help guide the user to provide the right kind of data.
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