Understanding the options regarding signature fields

There are two ways to use signable fields

  1. Pre- define fields –  these are for a more speedy use and where clients have a large number to do. This is linked to using pre-defined signature fields
  2. Add the signature fields manually. This is linked to creating a how to mailmerge a document

Pre-defined signature fields

This will display the signers at the top of the contract as dropdowns. Once chosen they will display in the contract. This method will require several versions of the same contract so the correct number of signature boxes show.

E.g

  • Contract single occupant
  • Contract two occupants
  • Contrcat three occupants
  • Etc

 

 

Manual input of signature fields

Here the user goes to where they want on the contract and add the fields in manualy.

 

 

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