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SigningHub Web Help
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Welcome
SigningHub At A Glance
Overview
Why SigningHub?
Signature norms
Available signing methods
How SigningHub works?
Mobile signatures
Enterprise management
System requirements
SigningHub Norms
System nomenclature
System users
Service plan
Individual vs Enterprise subscription
Document statuses
Getting Started
Multilingual support
Registering a free trial account
Registering as an individual
Registering as an enterprise
Accepting enterprise user invitation
Direct registrations
Log into SigningHub web
Login through SigningHub ID
Login through Entrust IdentityGuard
Login through Microsoft Active Directory
Login through Salesforce
Login through Microsoft ADFS
Login through Microsoft Office 365
Login through AET ConsentID
Searching a record
Navigating SigningHub Home
Understanding the SigningHub interface
Organising your documents list
Selecting your documents & bulk operations
Deleting a document
Viewing your activity logs
Viewing notifications
Advanced searching of documents
The Document Signing Process
Preparing a document for signing
Adding a document
Uploading a custom document for signing
Getting a document from library
Getting a document from cloud drive
Get from your Dropbox account
Get from your Google Drive
Posting comments
Adding attachments
Merging a document
Applying workflow template to a document
Adding/ Removing document signers
Configuring group signing
Adding/ Removing document reviewers
Adding/ Removing document editors
Configuring the collaboration sequence
Configuring initials fields for a recipient
Configuring in-person signatures for a signer
Configuring recipient information fields
Configuring form filling settings
Configuring the workflow type
Configuring permissions to print the document
Configuring permissions to download the document
Configuring permissions to add text fields
Configuring permissions to allow attachments and merging
Configuring password to open the document
Configuring permissions to change the recipients
Configuring OTP to open the document
Configuring duration to access the document
Configuring legal notice with the document
Configuring reminders for a signer
Configuring certify document settings
Configuring email settings
Configuring post signing activity
Saving a workflow template
Renaming a document
Sharing a document
Recalling a document
Changing a recipient permissions during workflow
Changing a recipient during workflow
Signing a pending document
Selecting a document
Opening a document
Viewing & downloading document attachments
Merging a document before signing
Experiencing restricted access during signing
Adding text fields before signing
Filling in the information fields before signing
Filling in the form fields before signing
Filling in the initials fields before signing
Signing the in-persons fields before signing
Agreeing to the legal notice
Posting signing comments
Using the "Start new workflow" option
Signing a draft document
Declining a pending document
Reviewing a pending document
Updating a pending document
Using the "Bulk Sign" option
Archiving a document
Viewing document log
Viewing workflow evidence report
Viewing document details
Reminding a recipient manually
Viewing the verification details
Configuring Personal Settings
Configuring your profile
Resetting your password
Resetting your security question
Specifying your locale
Configuring your signature settings
Configuring signature appearance
Managing your contacts
Importing contacts via CSV file
Managing your groups
Managing your workflow templates
Configuring signers in a template
Configuring group signing in a template
Configuring reviewers in a template
Configuring group reviewing in a template
Configuring editors in a template
Configuring group editing in a template
Configuring placeholders in a template
Configuring the collaboration sequence in a template
Configuring initials fields in a template
Configuring in-person signatures in a template
Configuring recipient information fields in a template
Configuring form filling in a template
Configuring workflow type in a template
Configuring document permissions in a template
Configuring reminders in a template
Configuring certify document settings in a template
Configuring emails content in a template
Configuring post processing activity in a template
Locking a template
Managing your documents library
Configuring your notification emails
Customizing your notification emails content
Enabling your cloud drives for post processing configurations
Managing your legal notices
Delegating your signing authority
Optimizing your account storage
Configuring Enterprise Settings
Configuring enterprise profile
Managing registered users of an enterprise
Registering enterprise users
Registering enterprise users via CSV file
Inviting enterprise users
Inviting enterprise users via CSV file
Auto provisioning of Active Directory users
Disabling a user access
Managing enterprise contacts
Importing contacts via CSV file
Managing SigningHub access
Configuring signature settings in a role
Configuring signature appearance in a role
Configuring user settings in a role
Configuring admin access in a role
Managing enterprise groups
Managing enterprise templates
Managing enterprise documents library
Configuring enterprise notification emails
Customizing enterprise notification emails content
Configuring integrations with third party applications
Managing third party integrations
Configuring workflow completion report
Configuring enterprise branding
Configuring advanced settings
Optimizing enterprise account storage
Managing enterprise legal notices
Managing certificate filters
Managing enterprise password policy
Configuring document accessibility via Email links
Upgrading Service Plans & Billing
Viewing your service plan & invoices
Upgrading your service plan
Viewing your usage statistics
Cancelling your payment agreement
Document Revisions
:
Edit Page
Publish Draft
Delete Draft
Compare Draft
Edit Header
Home
>
The Document Signing Process
>
Preparing a document for signing
>
Configuring recipient information fields
Configuring recipient information fields
SigningHub enables you to add certain form fields (i.e. Name, Email, Job title, Company, Text Field, Date Pickers, Radio Button, Check boxes, etc.) to acquire additional information from a recipient. These fields are normally associated with a specific signer/ reviewer/ editor in a document approval workflow, and can also be made mandatory for a particular recipient to fill-in before signing. When specified, such information becomes the permanent part of a signed PDF document.
To
add recipient's information fields
,
Add a document
.
Open the document to prepare.
Add the document signers, reviewers, and editors as required.
Click the "Next>" button to continue.
Select each signer one by one from the "Workflow Details" caption, to add an exclusive signature field for them.
The form fields cannot be added without adding the signature field. In case of selecting a reviewer, signature field will not be required.
After selecting the signer, click the "Digital Signature" or the "Electronic Signature" option as required, and drop it on the document. A signature field with the signer name is added on the document.
C
lick the "Name", "Email", "Job Title", "Add Company", "Date", "Text Field", "Radio Button", or "Check box" options (as required) and drop it on the document. A blank text field will be added for each option (form field) in the document.
A document recipient can be assigned multiple form fields.
T
he added form fields of the recipient. You can drag and drop these fields 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 table for respective fields description.
Now take the cursor to any form field, and click
to view and edit its details, or click
to delete the field. The form field will also show the assignee name (recipient) upon taking over the cursor. To remove this association, click the red cross icon
. The unassigned form fields can be filled in by all the configured recipients of the workflow.
Click the "Share Now>" button to initiate the workflow with these settings.
Form Fields Table
Fields
Description
Assigned to
Field to show the recipient name (signer/ reviewer/ editor) to whom this field has been assigned. You can re-assign the field to any other configured recipient of the workflow.
Font Type
Field to select the font type (i.e. Times Roman,
Helvetica
, etc.) for the recipient to fill this form. The system will remember the selected font for the new form fields as well.
Font Size
Field to select the font size for the recipient to fill this form.
The system will remember the selected font size for the new form fields as well.
Allowed Length
Field to specify the maximum number of characters, the recipient can enter in this field. By default it is set to 1000 characters.
Required
Tick it to mark this field as mandatory. In this case SigningHub will enforce the recipient to fill in the field before signing the document.
Save and Cancel buttons
Click the "Save" button to save the configurations, or click the "Cancel" button to close the dialog.
1. In case a form field is not assigned to any recipient, then all recipients in the workflow can enter text in that field before singing the document.
2. When a document (with the assigned form fields) is opened, the relevant data (i.e. Name, Email, Job, Company, etc) will be automatically populated in the form fields (editable) from the recipient's profile (i.e. Settings > Profile). The Date form field is always filled with the current date (
i.e. Today's date
) in the editable mode.
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
Adding a document
Posting comments
Adding attachments
Merging a document
Applying workflow template to a document
Adding/ Removing document signers
Configuring group signing
Adding/ Removing document reviewers
Adding/ Removing document editors
Configuring the collaboration sequence
Configuring initials fields for a recipient
Configuring in-person signatures for a signer
Configuring form filling settings
Configuring the workflow type
Configuring permissions to print the document
Configuring permissions to download the document
Configuring permissions to add text fields
Configuring permissions to allow attachments and merging
Configuring password to open the document
Configuring permissions to change the recipients
Configuring OTP to open the document
Configuring duration to access the document
Configuring legal notice with the document
Configuring reminders for a signer
Configuring certify document settings
Configuring email settings
Configuring post signing activity
Saving a workflow template
Renaming a document
Sharing a document
Recalling a document
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