Using the Online eSign Package Designer

Documents are configured for Signing in the Package Designer. 

The document(s) will open in the Designer, with the Recipient information on the left and the document thumbnails on the right.  From here, all fields, including Signature Areas, will be added for all Recipients.

Adding Signature Areas

Select the first Recipient and then click Signature in the left menu to create a box for the highlighted Recipient’s signature. The signature box can be moved by clicking and dragging it to the desired area on the document.

Click to Sign:  The Signature Field will default to Click to Sign, which allows recipients to simply click in the Signature Field to add their signature to the documents.

Capture Signature:  Hovering over the Signature Field will reveal a gear icon in the upper right corner.  Click the gear to select Capture Signature  to require the recipient to draw his/her signature using a stylus, their finger or a the mouse.

Additional Fields

 In addition to the Signature fields, other fields can be configured on the documents for each Recipient.  Some, such as Signer Name and Signing Date, will automatically populate.  Others, like a Text Field or Checkbox will be competed during the signing process.

Text Fields: Hovering over the field and clicking the gear icon in the upper right corner will open the Settings.  A text field will be a fillable field on the documents- enter Default Value for the field here or have it appear blank.  If the Field is marked Required, the Package will not be able to be completed without it.

Once all fields have been configured, click Send to Sign in the upper right.

Layouts are a great tool for those situations where the same document is sent often- configure all the fields only once and apply them with one click!  See this article for more details.