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What if I have more questions?
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How do I electronically sign a document in Word?
Click the File tab.
Click Info.
Click Protect Document, Protect Workbook or Protect Presentation.
Click Add a Digital Signature.
Read the Word, Excel, or PowerPoint message, and then click OK.
What is a conditional recipient in ?
You can customize a signature workflow to have a different set of recipients sign a document only if specific conditions are met. This feature, called conditional recipients, is one of a suite of eSignature platform features collectively known as Advanced Recipient Routing (ARR).
How do I add signature fields on ?
To add a signature field to the document, users should click on the 'Sign' tab within . This provides access to signature-related tools and options. Under the 'Sign' tab, users can find various functions such as adding a signature, initials, or a date field.
What is the difference between signature field and signature block?
A signature block is a personalized block of text containing more information rather than just a signature. A signature field is a signature line where a person signs their name.
How do I add more Signatures to ?
After uploading the document to , locate the area where the first signature is placed. Select the 'Add Fields' option in the toolbar and click on 'Signature' from the drop-down menu. Once the signature field appears, drag it to the desired spot for the second signer's signature.
How do I add custom fields to an envelope in ?
If you are a administrator, follow these steps to create an Envelope custom field: Log in to the account where you have Administrator permissions. Select Settings. Select Envelope Custom Fields in the Signing and Sending section. Select ADD ENVELOPE CUSTOM FIELD. In the New Envelope Custom Field dialog:
How to set conditional fields in ?
Define a Conditional Field Checkbox: checked or unchecked. Radio button: select the button value. Dropdown: select the dropdown option. Text: enter the specific text for the field value (case-sensitive), or select the gear icon and choose Any Text.
How to add custom fields in template?
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.
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