How to pre-populate your documents with Digital Signature Fields

This feature allows for Signable fields to be pre-populated with signature fields, texts boxes, check boxes etc. on your contract. This means you only have to define what order individuals sign in, rather than placing and assigning each box using the drag and drop method. The drag and drop method is great for non-templated documents.

Step 1  – Find the digital signature singable variables in Arthur

Go to Documents>Mail Merge Templates>Document Types (left side)>Tenancy>View Variables

Within View Variables, scroll down to find the digital signature pre-populating fields. Copy the required fields needed to be inserted into your Singable document.

 

 

Step 2  – Adding the Digital Signature fields into your document

Open your contract in a Word document on your computer and add the copied digital signature fields into your signature boxes.

Ensure variables are not put in the headers or footers of the document.

Step 3  – Uploading the document as an Arthur Mail Merge Template

Go to Documents>Mail Merge Templates>Upload Document and upload your document.

Ensure that when uploading your document, you have shared it with the correct Model, either the Property, Unit or Tenancy. Also ensure you upload as a .docx file format.

Where different numbers of tenants will be on the contract, you should upload different templates for the different number of signers and select the correct one when you are creating the mail merge (see example below).

Step 4- Mail merge

Go to Tenancy>Add mail merge>Select the correct template

 

Step 5 – Create digital signature

Choose from the dropdown the signers. This linked to creating a digital signature

 

 

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