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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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How do I add an optional field in ?
Start an envelope as usual, adding documents, recipients, and messages. In the Add Fields view, click one of the field types listed above and place it onto the document. In the properties panel, uncheck the Required Field property. The field is now optional and signers can choose whether or not to complete it.
How to save documents on ?
Find the document in your Completed folder. Double-click on it and then click the Download button above the document on the screen. The combined documents will open a PDF file version of your documents; you can view and save the PDF from this window.
Can you add fillable fields in ?
eSignature will automatically convert any form into a PDF. If your form already has fields, eSignature changes them to digital fillable fields; if your form does not have any fields, manually add them now. Add comments, drag and drop customized tags, then add your signature. How to create a fillable PDF form - https://..com › esignature › how-create-fill https://..com › esignature › how-create-fill
How do I add custom fields to ?
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 save changes in ?
Edit Documents With Edit Log on to CLM. Select the document you want to edit. The selected document displays in Document Preview. Select Edit > Open Document. Make any needed changes to the selected document, and select Save. Edit Documents With Edit Support https://support..com › document-item Support https://support..com › document-item
Can you save your progress in ?
During the signing session, you will get to save your progress through the "Finish Later" button offered as part of the Other Actions menu at the top right corner of the screen. How do I continue to sign a document without starting over? | Community Community https://community..com › signing-7 › how-do-i Community https://community..com › signing-7 › how-do-i
Does have storage?
The signed documents are known as Completed Documents in ; they are automatically stored in the Completed folder within the application. Managing and Storing Documents in - UCSF IT UCSF IT - University of California San Francisco https://it.ucsf.edu › how-to › managing-and-storing-docu UCSF IT - University of California San Francisco https://it.ucsf.edu › how-to › managing-and-storing-docu
Can you save fields in ?
You can create custom versions of standard fields and save them for reuse on future documents. Define any combination of field properties, such as font type or size, or a validation setting. Custom fields help speedup your document preparation by helping you to save fields customized for your use.
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