Summary Table: Signature Elements and Their Uses
Element Type | Description | Use For... |
Signature | A field where the signer provides their legally binding digital signature. 🖋️ | Obtaining a formal and legally enforceable signature. ✅ |
Initials | A field for the signer to initial, typically on each page. 📝 | Confirming agreement or acknowledgement of content on each page. 👍 |
Name | Automatically fills in the signer's full name. 🧑🤝🧑 | Populating document fields with the signer's identifying name. 🧑🤝🧑 |
Automatically populates with the signer's email address. ✉️ | Displaying and verifying the signer's email contact information. 📧 | |
Date | Automatically inserts the current date. 📅 | Recording the date the signature was applied. 🗓️ |
Address | A field to capture the signer's physical address. 📍 | Gathering location information for verification or record-keeping. 🗺️ |
Role | Assign a custom role, such as "Witness" or "Notary". | Defining the specific role of a signer in the document. 🧑🤝🧑 |
Input | Allows the signer to enter custom text or data. ⌨️ | Capturing variable information like phone numbers, contract details, or other specific inputs. ✍️ |
Free Text | Add static text labels, instructions, or links. 💬 | Providing context, instructions, or linking to external resources. 📄 |
Checkbox | An interactive checkbox for accepting terms and conditions. ✅ | Obtaining explicit agreement or consent from the signer. |
Introduction:
Adding signature elements is the foundation of your e-signature workflow. In Step #3, you'll learn how to effortlessly drag and drop these elements, assign them to the right signers, and customize them for a seamless user experience. 🖌️ Let's get started!
Steps:
Go to Step #3: Places: Navigate to the "Places" tab in the document creation process. 🚀
Add Elements:
Drag and Drop: Select the desired element from the right panel and drag it onto the document preview. 🖱️ Or...
Click to Add: Simply click on the element in the right panel to add it to the document. ✨
Assign to Signer: Select the element ➡️ choose the correct signer from the dropdown menu. 🧑🤝🧑
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. 🖼️
Adjust Alignment: Align the elements based on the tool from the toolbox. 📏
Move to the Next Step: Once all elements are placed, assigned, and aligned, click "Next." ➡️