If you want your WebForm to be filled and signed remotely when you create a live instance, you will need to make sure that the following elements are in place when building the form in the WebForm Designer:
Signature fields will need to be added for any of the people that you want to remotely sign the form.
Any fields that you want to be remotely filled will need the intended person named in the To be filled by drop-down menu when editing the field. The roles available here will depend on the signature fields that you have added.
Once you have created an instance of the form, go to the Form Summary and select Fill and Sign. The following fields will be available for each signature field that you have added:
Email - This is the address that will receive an email with a link to fill and sign the form.
Sequence - Here you can specify the order in which emails will be sent, starting with 1. For example, any recipient marked as 2 in the sequence will not receive an email to complete the form until every recipient marked 1 has already filled and signed.
Once any locally captured signatures and mandatory fields have been completed, you can select Actions > Send for Remote Signatures to send the form out to the first set of recipients.
For more information, take a look at the full help pages for the WebForm Builder and Filling and Signing WebForms.
Keywords: Remote data capture, online form filling, email form