Adding signature boxes sign forms

This feature allows agents to add additional sign boxes to the document.

 

1. Create and generate your document either from the campaign or sign dashboard.  




This will redirect you to the forms which will auto-populate the document after completion.



2. To add signature boxes or use any of the custom options, click on Edit > Edit Document on the upper right hand side of the screen.


3. In this page, you will be able to add/delete custom options and update any of the document fields. Click on Custom Options > Add Signatures to append additional sign boxes.

4. Click on Add Signature for the user you want to add a signature box for.



5. Drop the signature within the document page. You can also move, expand or shrink the field as you like. The delete button is also available on the upper right hand side to remove the field.


6. Click on Save upon completion. The edited document will be displayed in the preview.