How do I fill a out a Document to be signed?
We are glad to see that you will send a document with Signaturely. In this article, you will learn how to prepare a document for it to get signed.
1) Open the document that you just uploaded
2) Scroll through the document and verify that the document is fully uploaded.
3) Drag the fields that you need on your document.
These are the available fields that you will be able to use on your document:
a) Sign: This field will assign a space where the signers will sign the document.
b) Initial: This field will assign a space where the signers will add their initials.
c) Date: This field will display the date when the document is signed. You can select the Font Family if you need to change it to match your document’s font.
d) Text: The signer can fill this field with any text that is required. For example:
- Birth Date
- Job Title
You also can select the Font Family if you need to change it to match your document’s font. e) Checkbox: The signer can check this box on a form; you can check it by default.
You can assign all these fields to a specific signer from the dropdown menu on the right. If you want to set fields as required, check the box to make it required and unmark if you don’t need it required.