Workflows

Change the signature type on a signature field

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.

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Navigate to the Workflow editor or Etch e-signature packet.

How to navigate to the Workflow editor

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.

Select signature field type.

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

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Change the signature type on a signature field

Navigate to the Workflow editor or Etch e-signature packet.

Select a signature field.

Click the 'Field type' dropdown.

Select signature field type.

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