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Filling in the information fields before signing

SigningHub enables you to fill in the information fields, if they have been added for you by the document owner. Each time an information field is detected, the system will display  (see label 5 on the below image) on the document, which allows you to save the specified data in these fields. 

The information fields can be related to your Name, Email, Job title, Company, Date, etc. The system will pick the required information (where applicable) from your SigningHub profile and will display in the respective fields in editable mode. You can change any field value (data) as required. When specified, such information becomes the permanent part of a signed PDF document. 

To fill in the information fields,
  1. Click the "Home" option from the top menu.
  2. Open the pending document to sign.
  3. Click the yellow highlighted "Start Navigation" caption and the cursor will start blinking in the first information field that is made mandatory for you. If applicable, system will pick the relevant information from your SigningHub profile and will display in editable mode.
  4. The mandatory fields for you will be highlighted in orange color. Also the assignee's name is shown in a tooltip when you take the cursor over any information field. Specify/ update the fields data as required.
    You can leave a field blank, if it has not been made mandatory for you by the document owner. Also you cannot specify data in a field which has been assigned to someone else.

  5. Click  after filling in all the assigned fields to save them. You can edit the field's data, as far as document is not signed. Once the document is signed or declined, the system will hide  and hence the information fields will be un-editable.
  6. Proceed to sign the document.

‚ÄčWhen 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.

See also

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