When you're building an eDoc in Liscio, you have flexible tools to customize how the form looks, works, and is signed by recipients.
Fill Out the Form Before Sending (Prefill Recipient)
Want to fill out part of the form before your client does? Just:
Add yourself as a recipient.
After adding all recipients (yourself included), click Prepare Doc for Signing.
Use the recipient drop-down in the upper-right corner to assign fields to yourself or others.
Check Box vs Radio Button
Check Box: Lets the client select multiple answers.
Radio Button: Only one answer can be selected.
When you add a radio button, it starts with 2 options by default.
Hover over them to find the blue + icon to add more.
Multiple Recipients
To send an eDoc to more than one person:
On the +eDocs screen, enter all recipients in the To box (including yourself if you’re pre-filling).
Inside the eDoc, use the recipient drop-down in the top-right corner to switch between recipients when assigning fields.
Customizing Fields
After dragging a field onto the eDoc, click on it to open customization options.
Here are some key settings you can adjust:
Field Type – Quickly switch to another kind of field
Value Type – Choose if the field is filled in manually or calculated
Text Format – Limit input to Email, Characters, or use a Custom format
Character Type – Restrict input to letters only, numbers only, or both
Conditions – Make the field appear only when certain answers are selected in other fields
Click Customize Field at the bottom of the menu for more advanced options.
To learn more about Adobe's authoring tools, please see here.