The below article describes a process on the new Manage page format.
Click here to review the same process on the Classic page layout.
Fill & Sign is designed to be a quick and easy method for a user to upload a document, fill in any needed content, and then optionally apply their signature.
The Fill & Sign interface loads, showing the document files you uploaded, in the order they were listed.
Fill in the document by:
- Select a field type
- Click on the document were you would like to add the field content
- Text fields present a cursor and field "foot print" to type in
- Graphics are placed once per click of the mouse
After clicking the Done button, the page reloads to the "Successfully Signed" page.
This page contains a thumbnail of the document you just signed on the left, and four "next steps" that you can click:
○ Send a Copy - This option starts a new workflow that delivers the signed document to one or more email addresses
○ Download a Copy - Clicking this link opens a copy of the signed PDF on your local system
○ Manage This Document - This option opens the Manage tab
○ Sign Another Document - This link opens the Fill & Sign upload page again, so you can sign a different document
A. Text Input – Click this option, and then click anywhere on the document you want to add text. To move to another section of the document, you must explicitly click in the new area and start typing. Text input respects carriage returns, so it is easy to type into multi-line note fields.
B. Checkmark Input – This option places a simple Checkmark graphic. Ideal for Check boxes.
C. Filled Dot Input – Filled Dots are also simple graphics that are traditionally used with Radio Button sets, but can be applied in check boxes as well.
D. Signature Field – The Signature field allows the user to place a signature. If you have a signature saved to your account, that is used by default. Otherwise, you are presented with the normal Signature options allowed by account settings.
E. Initial Field – Mirroring the Signature Field, Initials use any saved image, and allow the normal input options if a saved image isn't in place.
All input types can have their size adjusted to be larger or smaller than the default size, and all input types maintain their size settings discretely from the other input types.
It is possible to have multiple size examples within one Agreement for any given input type.
Text, Checkmarks, and Filled Dots support a "stepped" sizing mechanic that adjusts the font to the next pre-defined size, either smaller or larger.
At the top of each of these fields is an interface that contains a Delete icon (the garbage can on the right side) and two examples of the letter "A".
The left "A" is smaller, and reduces the font size by one "level".
The right "A" is larger, and increases the font one "level".
Changing the font size for any input type is persistent for any subsequent fields of the same type.
For best results, type some text into the first field, and then step the size of the font up or down so that it appears proportional to the font on the underlying document. Once you have a good size, you should not have to resize the font again.
Checkmarks, Filled Dots, Signature, and Initial fields have the ability to be dynamically sized by clicking and dragging the blue "handle" on the input field box.
Again, resizing in this manner is persistent until the input type is resized again (by either method).
All input fields can be moved after they are placed. Depending on how the form is constructed, it may be easier to type your input in a separate section of the form, and then move it into place.
To move a field:
○ Single click it to select it. You will see the field bounding box appear.
○ When the cursor is over the field, it changes to the four direction arrow. Click and hold your mouse button to drag the field to where you need it.
By default the Fill & Sign / Only I Sign feature is available to all users at all levels of service.
Admins that would like to remove the Fill & Sign / Only I Sign feature from the Home page can do so by navigating to Account > Global Settings > Fill & Sign
This setting is also available at the group level.
There are two options you can set to expose the option you prefer:
○ Default to new Fill & Sign experience
◘ Checking this option sets the default Home page workflow as Fill & Sign
◘ Unchecking this box leaves the default Home page workflow as Only I Sign
○ Allow users to switch...
◘ Checking this box enables a link that allows the user to freely switch between the two workflows
Digital Signatures can be added as a signature option by:
- Enabling Digital Signatures on the account
- Navigate to Account > Account Settings > Digital Signatures
- Enable at least one of the digital signature methods: Cloud or Download
- Click Save