Add signature fields
SigningHub allows you to add two different types of signatures in a template, i.e. Electronic and Digital. Read more about the electronic and digital signatures. Adding digital signatures for a recipient/ placeholder will consume digital signatures quota of your (document owner's) account, after being signed by the recipient.
In case of an electronic signature, the signature field is marked with "Electronic Signature", while for digital signature the signature field is marked with "Digital Signature".
You can also add multiple digital/ e-signature fields against a signer. However, when you add the second signature field, then the first signature field will be converted into a simple hand signature field, and the second field will become the actual digital/ e-signature field. Similarly, when you add the third digital/ e-signature field, then the previous two fields will become the simple hand signature fields, and the third field will be the actual digital/ e-signature field and so on.
After you have:
- Added the document,
- Added all the recipients and placeholders,
- Configured workflow type, and
- Configured special privileges in your template:
Add a digital signature field in the template
- Select the recipient (signer/ placeholder) from the right side of document viewer screen, for whom you want to add a signature field. Click (encircled with the blue colour on image) if you want to manage the added recipients.
- Click the "Digital Signature" option, and drop it on the document.
- You can drag and drop the signature field anywhere in the document by using your mouse. The grid lines will assist you in better alignment of fields accordingly. Resize the field with respect to its height and width or use the bottom right corner to resize it diagonally as required. The system will remember the field size for new signature fields.
- Now take the cursor to the signature field, and click to view and edit its details. See the "Signature Fields" table below for the fields description.
- Repeat the above steps to add multiple digital signature fields.
Add an e-signature field in the template
- Select the recipient (signer/ placeholder) from the right side of document viewer screen, for whom you want to add a signature field. Click (encircled with the blue colour on image) if you want to manage the added recipients.
- Click the "Electronic Signature" option, and drop it on the document.
- You can drag and drop the signature field anywhere in the document by using your mouse. The grid lines will assist you in better alignment of fields accordingly. Resize the field with respect to its height and width or use the bottom right corner to resize it diagonally as required. The system will remember the field size for new signature fields.
- Now take the cursor to the signature field, and click to view and edit its details. See the "Signature Fields" table below for the fields description.
- Repeat the above steps to add multiple e-signature fields.
Delete a signature field from the template
Take the cursor to the signature field in the document to delete, and click appearing on it.
The signature field will be removed from the document.
Signature Fields |
|
Fields |
Description |
Details Tab |
|
Recipient |
A read-only field to show the signer name and email ID for whom this signature field is being configured. |
Field Name |
Its an auto-generated (unique) field name that is used when you need to sign this form field through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised, i.e. two or more fields in a document cannot have the same field name. This field is only available as far as the status of a document is Draft. |
Display |
For a digital signature, this field will be available when you are allowed (in your user role) to add the invisible signatures on a document.
|
Always create this field on last page |
This check box appears for configuration, only when you drop the signature field on the last page of a template document. Tick it if you want to always place this signature field on the last page of workflow document. |
Authenticate signer via OTP |
This field will only appear when you are configuring an electronic signature. Tick it and provide the mobile number of the signer in the next appearing field to send them an OTP. When the signer will attempt to apply an e-signature on this document, an OTP will be sent to their (configured) mobile number. The document will be signed only upon providing the correct OTP. |
Dimensions Tab |
|
Dimensions |
Use this tab to relatively set the on-screen and PDF coordinates/ position (Left, Top, Width & Height) of this signature field. However you can also manually move the field to the desired position in a document through drag and drop, and these coordinates will be updated accordingly. These coordinates are only available as far as the status of a document is Draft. |
Save and Cancel buttons |
Click the "Save" button to save the configurations, or click the "Cancel" button to close the dialog. |
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See Also