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01. Sender:๐Ÿ“Master the "Places" Tab: Complete Control Over Your E-Signature Workflow! ๐Ÿ–‹๏ธ

A Guide to Placement, Customization, and More! โœจ

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Written by ROBIN BAKSHI
Updated over a month ago

Summary Table: "Places" Tab Features

Feature

Description

Benefit

All Signature Elements

Access a range of elements (Signature, Initials, Date, etc.).

Comprehensive control over required information.

One-Button Alignment

Horizontal and Vertical alignment tools.

Ensures a clean and professional appearance.

Gear Icon Settings

Access settings (size, position, color) for each element.

Fine-tune the appearance and placement of elements.

Change Element

Easily change the field type on the spot.

Flexibility to correct errors or adapt to changing requirements.

Clone Elements

Quickly duplicate elements for repetitive fields.

Saves time and ensures consistency.

Switch Between Signers

Easily assign fields to different signers.

Streamlines workflows with multiple participants.

Introduction:

Welcome to Step #3, the "Places" tab! Here, you'll precisely position signing elements โœ๏ธ on your document, tailor the signer experience, and use advanced tools for perfect alignment! ๐Ÿ“ Let's get started! ๐Ÿš€

Steps

  1. Adding elements: Drag-and-drop elements from the Right-Hand Side Element Section OR click on the desired field. ๐Ÿ–ฑ๏ธ

    Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. ๐Ÿ–ผ๏ธ

  2. Aligning elements: Use vertical or horizontal alignment tools. ๐Ÿ“

    Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. ๐Ÿ–ผ๏ธ

  3. Gear Icon Settings: Click the gear icon to make required changes. โš™๏ธ

    Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. ๐Ÿ–ผ๏ธ

  4. Changing the field: Click the Edit option to change the field. โœ๏ธ

    Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. ๐Ÿ–ผ๏ธ

  5. Cloning elements: Click the Copy icon to clone elements. โž•

    Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. ๐Ÿ–ผ๏ธ

  6. Switching between signers: Click the color dots to switch between signers. ๐Ÿ”ด๐Ÿ”ต

Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. ๐Ÿ–ผ๏ธ

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