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Configuring initials fields for a recipient

Using initials is almost the same as signing the document, however digital signatures are not embedded in this case. SigningHub lets you configure multiple initials fields for a document recipient.

To configure the initials field,
  1. Add a document.
  2. Open the document to prepare.
  3. Add the document recipients as required.
  4. Click the "Next>" button to continue.

  5. Select each recipient one by one from the "Workflow Details" section, to add exclusive initials field for them. 
  6. Click the "Initials" option and drop it on the document.
    Repeat the step 6 to add multiple initials against a recipient.

  7. A field will be added with the recipient 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. See the below image and the "Initials" table for respective fields description.
    Now take the cursor to the "Initials" field, and click  to view and edit its details, or click  to delete the field. 
  8. Click the "Share Now>" button to initiate the workflow with these settings. 

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 signer. 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 signer. 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 recipient (signer/ reviewer/ editor) can have multiple initials.
2. 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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