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How do I add an initial field to a document in ? Click on the "Documents" tab. Click on the "Add Initials" button. Click on the "Add Initials" button again to save the field.
Open the document and move the cursor to where you will add AutoPlace fields. Enter the text for AutoPlace fields (\s1\ for Signer 1 signature, \n1\ for Signer 1 name, and so on.) Highlight the AutoPlace text and change the font color to match the page background. Add Automatic AutoPlace Fields to Document - Support Support https://support..com › document-item Support https://support..com › document-item
Follow this procedure to add AutoPlace fields to an envelope template document: Access the envelope template Documents page as a Salesforce administrator: Select the name of the document you will edit. Select the Download button in the upper-right. Add AutoPlace fields to your template document:
Save your fillable document and share it securely with recipients for seamless electronic signatures. Step 1: Log in to . Step 2: Upload Your Document. Step 3: Add Fillable Fields. Step 4: Customize Fillable Fields. Step 5: Add Signatures and Other Fields. Step 6: Preview and Test the Fillable Document. How To Make A Document Fillable In - Process Street Process Street https://.process.st › how-to › make-a-document-filla Process Street https://.process.st › how-to › make-a-document-filla
How to add fields to a document Start a new envelope and add documents and recipients as usual, and then click Next. In the recipients list at the top of the page, select a person to add fields for. Use the page guide to scroll through the pages and add more fields for your recipient. : Adding Fields to a Document - UCSD Blink University of California San Diego https://blink.ucsd.edu › senders › document › tags University of California San Diego https://blink.ucsd.edu › senders › document › tags
For to automatically fill in the required values, you have to send the list of all the recipients when creating the document. You can do so by adding the «tabs» property for the recipients for whom you want to fill in the tabs.
You add the Initial field to your document using AutoPlace, entering "Initial Here" as the text string to match. Your Initial field is automatically placed at every instance of the words "Initial Here", adding it to every page of your document.
For example, you can choose to upload your signature when you select a Sign field and draw your initials when you select the Initials field. Adopt Your Signature - Support Support https://support..com › guides › signer-guide-sig Support https://support..com › guides › signer-guide-sig
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