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Navigate through the form fields of the agreement

 

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Navigate through the form fields of an agreement.

Move through the form fields of the agreement

Recipients can easily navigate through the interactive fields of the agreement on the e-sign page by using:

  • The Tab key - Tapping the Tab key will move the field focus to the next field. 
  • The on-page field arrow - The Start/Next arrow present on the far left of the agreement content always points to the currently active field. Selecting the Next arrow advances the field focus to the next available field.
  • The required field indicator - The Next Required link in the upper-right corner of the page advances the field focus to the first required field that isn't completed.
  • Directly clicking into the field - Selecting a field with your pointer device will set the field focus to that field, allowing the user to interact with that field.
Note:

Fields are ordered from the top of the page to the bottom and from the left to the right.

  1. Open the agreement by selecting the Review and sign link in your email notification.

    The "Review and sign" email with the link highlighted.

  2. Accept the Terms of Use and Consumer Disclosure as prompted.
    Depending on how the sending account is configured, the Terms of Use and Consumer Disclosure can be presented in different ways, all of which are conspicuous in the interface to direct the recipient through the process.

  3. Use one of the methods noted above to select a field or advance the field focus to the field you want to fill.

    • Using the Tab key or the Next arrow advances the focus one field at a time.
      • Using one of these two methods will always advance the field focus to the next field, wether the field is completed or not.
    • Using the Next Required link advances the focus to the next required field, bypassing all non-required fields.
      • The number to the right of the Next Required link indicates the number of required fields that still must be filled.
      • If the field focus is on a required field, selecting the Next Required link again will not advance the field focus. You must satisfy the field requirement before the Next Required link will advance to the next required field. 
    The e-sign page with the "Next" field arrow and "Required Fields" link highlighted

    Note:

    The recipient cannot sign and complete the agreement until all of the required fields are completed.

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