With the 9.3 release, the Fill & Sign feature (on the Dashboard tab) no longer requires the user to apply a signature.

Filling out the form only requires that you click into the form where you want to add text, and type it in.

At least one field must be applied to the document, or an error will be generated.

fill_and_sign_interface

 


Once done with adding the field content, click the Done button at the top right of the window.

If a signature has not been included, you are prompted to verify that a signature isn't needed.

verification_message

 

After selecting Continue, a post-fill page is displayed giving you several action options:

  • Send a Copy - An option is presented to send the document to one or more email addresses (comma delimited)
  • Download a Copy - A PDF of the filled document is downloaded to the local system
  • Manage This Document - Changes the view to the Manage tab
  • Sign Another Document - Opens a new (blank) Fill & Sign page to start a new document
fill_and_sign_postfillpage

 

The filled document can be found on the Manage tab in the Filled section. This section only contains filled forms without signatures.

The status of the document is Filled (vs Signed when a signature is applied).

filled_form_on_themanagetab

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