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Adding/ Removing document editors

SigningHub enables you to add editors in a document according to your document approval workflow. 

To add a document editor,
  1. Add a document.
  2. Open the document to prepare.
  3. Specify the editor name under the "Add recipients manually" section. Your personal contacts (and enterprise contacts in case you are an enterprise user) will be listed accordingly for selection. Specify/ select the required contact and click . The recipient will be added under "Workflow Details" (see step 4). Similarly you can also add the editing group(s) by specifying the group name under the "Add recipients manually" section. Your personal groups (and enterprise groups in case you are an enterprise user) will be listed accordingly for selection.

  4. The list of added recipients is maintained accordingly under the "Workflow Details" section. Click the adjacent  to delete a recipient from the workflow. 
    Select the "Editor" option from adjacent field to mark the added recipient as a document editor in the workflow. Repeat the steps 3 and 4 to add multiple editors. Based on your document approval flow, you can even add the same editor multiple times in a document.
  5. Click the "Next>" button to continue.

  6. Select each recipient (editor) one by one from the "Workflow Details" section, to add exclusive initial field(s) for them.
  7. Now click the "Initials" option and drop it on the document. 
    Repeat the step 7 to add multiple initials for this editor. If required, you can also add the form fields for an editor in the same way.
  8. A field will be added with the editor name and the "Initials" caption on the document. You can drag and drop initials field anywhere in the document by using mouse. Also use the bottom right corner to re-size the field as required. 
    Now take the cursor to the "Initials" field, and click  to view and edit its details, or click  to delete the field. See the below images and the "Initials" table for respective fields description.
  9. Click the "Share Now>" button to initiate the workflow with the configured editor(s), or click "<Back" to navigate the previous screen for reconfiguration.

Initials Table
Replicate Initials tab
Replicate to Pages
Field to show total number of pages of the opened document. Select the page number(s) (of the document) on which initials are required from the editor. This will replicate the initials field on the selected page(s) and display their record in the below grid. After adding, you can manually drag and drop each initials field to the required page location in the document. 
Initials grid
Gird to display the added initials for the editor. Select the unwanted initials and click  icon to remove them.
Field Dimentions tab
Field Dimensions
Set the coordinates/ position (Left, Top, Width & Height) of the initials field. However you can also manually set the coordinates of the initials field through drag and drop.
Save and Cancel buttons
Click the "Save" button to save these configurations, or click the "Cancel" button to close the dialog.

1. A document editor must be assigned an initials field or any form field(s) before sharing the document.
2. The updating (editing) activity in a workflow does not require editor's signature, so signature field is not added for a document editor. 
3. Whenever a document is shared, the workflow quota of respective account is consumed, and hence the available count is decreased by one.

See also

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