Learn how to turn any document (including any annexures or uploaded PDFs) into an electronic signature ready document by adding a signature panel.
Interactive Guide #
Click ‘Get Started’ to see how:
Step by Step Guide #
- You can quickly add electronic signing capability to any document, including uploaded PDFs. This includes adding new signatories.
2. We’ll add two signing blocks to this blank annexure. One signatory that already exists in the form and a completely new one.
3. Click on the options (⋮) button next to the relevant document and select ‘Set up e-Signing’.
4. This is where you add signatories. On the right is the document itself, on the left is where you select the signatory and what items of the signature block you’d like to add.
5. First, click here to select the signatory. Here we’ll choose Client 1.
6. With ‘Client 1’ listed above, we can add these parts of the signature block to the document by clicking them and then moving and resizing them.
7. We’ll start by clicking ‘Print Name’ to ensure the signatory’s name is displayed.
8. This adds a ‘Print Name’ box on the document which can be moved and resized.
9. Add a Signature field by clicking on it.
10. Reposition or resize as necessary.
11. Add a date field so the signing date will be automatically recorded during e-signing.
12. Lets now add a new signatory, one not yet connected to this form, by clicking ‘+ Add a Signatory’.
13. Enter the role and if you have them, name and contact details (these can always be added before signing if you don’t have them now).
14. We’ve added ‘New Person’ and click ‘Add’ to save.
15. ‘New Person’ is now showing in the role dropdown, so we’ll add the signature block as we did before. Notice how this signatory has a different colour to the previous one, which helps us manage more complicated builds.
16. Once done, click ‘Save’.
17. We’ll now mark the document as ‘Ready for signing’ to see that the new signatory has been added to the normal electronic signing process.
18. Confirm it is ‘Yes, it’s ready for signing’.
19. Click ‘Electronic signing’ to begin the digital signature process for your form.
20. Our ‘New Person’ signatory has been added below the form’s default signatories and will go through the same signing process as them.
