"Tagging" eSignature Documents

You can now edit your document by adding signatures, initials, dates, text boxes, and checkboxes.

Adding a Signature field

1. Add the signature boxes for each of your signers. Select the Signature Icon from the fields column.

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2. Use your mouse cursor to select where on the document you’d like the first signature to be placed. You can also click the box and drag it around the document or adjust the size of the box if needed.

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3. Select the signer for the signature field you just placed by selecting the “Assigned To” drop-down and the appropriate signer.

4. Select if this a Required Field for completion by selecting the Required Field toggle.

5. OPTIONAL: Adjust the Field Name or leave it as “Signature 1”. This does not show up to the user.

6. Repeat this step for each Signer.

    

Adding an Initials field

1. Select the Initials Icon from the fields column.

2. Use your mouse cursor to select where on the document you’d like the 1st Initials to be placed. You can also click the box and drag it around the document or adjust the size of the box if needed.

3. Select the signer this Initial box will be assigned to by selecting the Assigned To drop-down and the appropriate signer.

4. Select if this a Required Field for completion by selecting the Required Field toggle.

5. OPTIONAL: Adjust the Field Name or leave it as “Initial1”.

6. Repeat this step for each Initial box you need to add or each signer assigned an initial box.

Adding a Date Signed field

1. Select the Date Signed Icon from the fields column.

2. Use your mouse cursor to select where on the document you’d like the 1st Date Signed box to be placed. You can also click the box and drag it around the document or adjust the size of the box if needed.

3. Select the signer this Date Signed box will be assigned to by selecting the Assigned To drop-down and the appropriate signer.

4. Adjust the Date Formatting / Font Type / Font Size if needed by selecting the drop-down items.

5. OPTIONAL: Adjust the Field Name or leave it as “DateSigned1”.

6. Repeat this step for each Date Signed box you need to add or each signer assigned a Signature box.

Adding a Textbox

1. Select the Textbox Icon from the fields column.

2. Use your mouse cursor to select where on the document you’d like the 1st Textbox box to be placed. You can also click the box and drag it around the document or adjust the size of the box if needed.

3. Select the signer this Textbox box will be assigned to by selecting the Assigned To drop-down and the appropriate signer. Please note: Select “Me (now)” and this text box cannot be adjusted during the signing. If you select an Assigned To person other than “Me (now)” that person can change the text wording at signing time.

4. Edit the Text wording by typing directly into the Textbox box you created. Click inside the Text box and start typing your wording.

5. Adjust the Text Formatting / Font Type / Font Size if needed by selecting the drop-down items.

6. OPTIONAL: Adjust the Field Name or leave it as “Textbox1”.

7. Repeat this step for each Textbox box you need to add.

Adding a Checkbox

1. Select the Checkbox Icon from the fields column.

2. Use your mouse cursor to select where on the document you’d like the 1st Checkbox box to be placed. You can also click the box and drag it around the document or adjust the size of the box if needed.

3. Select the signer this Checkbox box will be assigned to by selecting the Assigned To drop-down and the appropriate signer.

4. Select if this a Required Field for completion by selecting the Required Field toggle.

5. You have the option of Checking the box by default or leaving it unchecked for the Assigned To signer to check.

6. OPTIONAL: Adjust the Field Name or leave it as “Checkbox1”.

7. Repeat this step for each Checkbox box you need to add.