Signature field

This field allows you to place an e-ink signature on the document.

Hint

This field can be added to structured and PDF documents. If added to external document, it will be converted to PDF automatically.

How to add signature field to the document

  1. To add field to the document, use one of field adding methods with field icon in the Fields tab of template editor menu.

../../../../../../../../_images/signatureIcon.png
  1. Field creation form will appear, where you should set field attributes.

../../../../../../../../_images/signatureCreate.png
  1. Name - this is a name of a field

  2. Role name - this is a role which will be assgined to fill this field.

  3. Placeholder - this text will be shown in the text box before anything is filled in (can be left empty, field name will be used instead).

  4. Show signature details - displaying signature details on the envelope. If enabled, there will be the date, mailbox or email address of the signer, signature hash, and ‘Signed by [instance name]’. If disabled, only the signature hash and and ‘Signed by [instance name]’ will be shown.

When all attributes are set, you can click “Save” button and field will be added. You can click field to see its properties and update them. Also you can delete the field in same menu.

../../../../../../../../_images/signatureEdit.png

How to fill a signature field in the envelope

  1. Open envelope where signature field is located.

  2. Click on signature field

../../../../../../../../_images/signatureEnvelope.png
  1. Window will appear.

../../../../../../../../_images/signatureDraw.png

Note

If you have saved e-ink signature in your profile settings page, window will not open and signature will be automatically applied.

  1. Draw your signature on the empty area by pressing left side on the mouse and dragging it around. You have to draw at least 0.5 sec to complete validation of the field. Note that you can change color or input text instead of drawing on Text tab.

../../../../../../../../_images/signatureDrawn.png
  1. You can reset drawing area with “Clear” button.

  2. Click “Sign” to insert your signature to the field (can’t be empty) and you will see your signature in the document.

  3. Under the signature, you will see its details, depending on whether the “Show signature details” toggle was enabled or not on the template.

Note

If toggle was enabled - there will be displayed signature hash and ‘Signed by [instance name]’ and reserved space for date and email address of the signer (it will appear on the document after sending the envelope). If toggle was disabled there will be just signature hash and ‘Signed by [instance name]’.

../../../../../../../../_images/signatureEnvelope.png

Note

Please note that the signature date will be set according to the signer’s timezone and ‘Signed by [instance name]’ will by displayed in the default language of the instance.

../../../../../../../../_images/signatureEnvelopeSent.png
  1. Signature can be changed by clicking on the picture of your signature and repeating steps 3, 4 and 6.