Workflows

Change the format of a signature field and type of signer

You can edit the e-signature format as it will appear on the final PDF. Signatures can be gathered as a full signature, just initials, or as a signature date. Additionally, you can require signers to draw or type their signatures and initials and click into each field or sign the entire document at once.

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Workflows

To change the format of a signature field:

1

How to navigate to the Workflow editor.

2

Select a signature field.

Draw a new or select an existing signature field on any PDF to open the field editor in the right side panel.

3

Click the 'Field type' dropdown.

4

Select signature field type.

Choose between a Signature, Signature initial, or Signature date.

Type signer_1




To change the Type of signer

1

Edit a signer.

2

Check “Require signer to draw signature” to require a drawn signature or leave unchecked to require a typed signature.

Drawn signatures can be drawn with a finger on mobile devices.

3

Check “Require signer to sign each signature individually” to require each signature field to be clicked or leave unchecked to allow the entire packet to be signed with a single click.

This is also the best way to ensure a signer previews the document before signing.

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