Prepare documents

You add fields to the document to collect information from signers.

Select the signer and add fields by dragging them from the panel into the document body. The following field types can be added:

Signature fields
Text fields
Check boxes

Adding fields can only be done for recipients with the signer role.

Fields can be moved by dragging and resized using the field edges. A field can be deleted from the field properties panel.

Field properties

Basic properties for all field types:

Assignment to a signer
Label for the field
Tooltip text
Setting the field as required

Assignment to a signer could be made for a signer from the list or for ‘Any’ which means that this field could be signed by any of listed signers.

Label for the field is used for tracking fields in the document. The list of fields could be viewed in package info in the document tab (see View package details).

Tooltip text is shown for the signer up to the signing field. It could contain some significant information for signer that would be shown for him before signing.

Required switch specifies if the field is obligatory or optional for signer.

Signature field

The following signing methods are selectable in addition to the basic properties:

Signature (see also Handwritten signatures)
Photo capture
Click-to-Sign
Signature image
Stamp image
TSP signature (only visible if a TSP provider is configured for the signer which supports signing a signature field with a TSP signature)

Read more about signing methods in section Sign documents.

A SignDoc Standard user can limit the available methods by checking them.

Text field

Use text fields to collect user text input. In addition to basic properties, you can also set these options:

Set field as read-only
Single or multi-line
Maximum length
Set the initial field text

Check box

In addition to basic properties, you can also set these options:

Set field as read-only
Set whether to check the field by default

Assigning fields to a stage

When the routing option Complete in custom order is used, fields can be assigned to an existing stage. Fields assigned to a stage can be signed by all signers of the stage. Once such a field is signed it can't be signed by any other signer anymore. When all required fields are signed the stage is completed and any remaining signers are skipped.

When a required field is assigned to a stage, it is only required for the last signer of the stage. For the previous signers of the stage, the field is marked as optional in their signing sessions and their required action is shown as Review though signing is available for them.

The prepare document view provides the existing stages in the field assignment dropdown for selection.

Fields assigned to a stage appear in grey, having a stage icon on the upper right. Fields assigned to a stage can be edited like fields assigned to a signer.

All the field settings' changes should be saved by clicking the Save button.

TSP signature overlay image

Depending on the TSP provider, an overlay image can be configured for the TSP signature signing method. This overlay image is displayed on signature fields instead of the default signature field style when TSP signature is selected as signing method. When preparing the document, a preview of the overlay image is displayed in the corresponding signature fields to see how it is shown later in the signer's signing session. Per default, the overlay is displayed when TSP signature is the only available signing method of the signature field (TSP signature is required). An administrator can change this in the configuration so that the overlay is also displayed when TSP signature is one of the available signing methods (TSP signature is optional).

Example of an overlay image:

The overlay image is rendered into the signature field dimensions by keeping its aspect ratio.

The preview of the overlay image is not supported in Safari and Internet Explorer.

Done button

The Done button accepts the changes and brings the user back to the documents and recipients page.