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Adding Signature Fields to External Offer

Steps to adding signature boxes to uploaded documents.

Updated yesterday

How to Configure Signature Fields on an Uploaded Document

  1. Upload document into offer folder in your listing or your offer

  2. Open the uploaded document

  3. Click on the blue Configure Fields button

  4. Add signature boxes

    1. Select the correct identity for whom you are adding the box for.

    2. Scroll to the appropriate place in the document to add the signature box.

    3. Drag and drop the Signature and Signature Date boxes where needed.

  5. Add additional Fields (if needed)

    1. You can also insert

      1. Checkboxes

      2. Text areas

      3. Dates

      4. Numeric fields

  6. Click Done Editing when you are finished adding everything

  7. Send to your client for signature using the Send Message button.

For adding external counter video click here.

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