GUIDE
Step 1
After selecting the template or uploading the document, fill all required fields and continue with the editing process.
Step 2
In the next view, you will be able to add and edit text fields, signature fields, check boxes and dropdown list.
Step 3
In this step, you can edit the text of selected fields in the document. To edit the content of a field, click on the selected field with your mouse button. When the document is ready, select “Proceed” to send the document to the partners.
To add and edit a signature
choose “Signature Field” from the right panel. Then you may drag and drop it anywhere in the document. When you place the signature field on a location on the page, you can change the field name and assign it to a signer. You can also move and modify all existing signature fields.
To add and edit a text field
select “Text Box” and drag it in the document. When you place the field on a location on the page, you can change the field name and assign it to a business partner. Also, you may additionally set number of characters limit, determine whether it is a single or multi-line field, choose a font and add a hint.
If the field needs to be edited, simply mark it by clicking on the check box.
To edit the content of any text field in the document, double-click the left mouse button.
To add and edit a checkbox
select “Checkbox” and drag it anywhere in the document. When you place a checkbox on a location on the page, you can edit the file name, assign a person who will review. You will also have an option to add hints for your partners. By default, text fields and checkboxes are assigned to all users, and these kind of fields must always have at least one partner assigned. The signature fields may only have one person assigned.
To add and edit a dropdown field
select “Dropdown” and drag it in the document. When you place the field on a location on the page, you can add the dropdown options, change the field name and assign it to a business partner. Also, you may additionally choose a font and add a hint.
Remember that if you have marked a field as required, you will need to assign that field to a partner before you continue.
If you’re still having trouble, please email support@signonthego.us and one of our support staff will be able to assist you further.