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Configuring permissions to add text fields

SigningHub enables you to add any text/ notes (in the document) during workflow configuration to make it a permanent part of the PDF document. Similarly you can also allow your choice recipients (signer/ reviewer/ editor) to add such texts in the document while signing and may restrict the others from availing this facility.

To add text field in a document,
  1. Add a document.
  2. Open the document to prepare.
  3. Click the "More Actions" option.
  4. Click the "Add Text" option from the right menu.

  5. A blank text field will be added in the document. Drag and drop the text field at a suitable area in the document (where required). Specify the text in the field and click . Once saved, the text cannot be deleted from the document.

To configure text adding permissions for a recipient,

  1. Add a document.
  2. Open the document to prepare.
  3. Add the document signers and reviewers as required.

  4. The list of added recipients is maintained accordingly under the "Workflow Details" section. Click  adjacent to the required recipient, and the "Recipient Settings" provision will appear in the secondary right menu.
  5. Field to show the recipient name (signer/ reviewer) for whom the permissions are being configured. You can also select other recipients (of the workflow) one by one from here to configure text adding permissions for them.
  6. Tick the "Allow Adding Text Fields" option, and click the "Save" button.
  7. Click the "Next>" button to continue.
  8. Click the "Share Now>" button to initiate the workflow with these settings. 

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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