Intro: Document Editor
Whenever you click "Prepare" in the process of creating or editing a document or template, you will be redirected to the document editor. The document editor is the workspace where field placement and signing preparation is taken care of for each signing party.
The document editor is based on three sections:
- Left: Document Pages On the left side of your document editor each document file will be listed along with its pages. Clicking a single page will cause the editor to jump to clicked page.
- Center: Workspace At the center you will see your document pages listed in an easily readable size. This is where most of your preparation work will take place and where fields will be placed.
- Right: Recipients & Fields On the right side at the top your signers and CCs will be listed. For most document types, a No Signer field will be located right above these signers. These fields are added to your document simply by dragging one field at a time onto your document workspace.
Signer fields are fields that can be assigned to individual signers and filled by these signers during the signing process. The signers of a document or template are located at the top right of the document editor, each carrying a unique color. In order to place a field for a specific signer, click on the signer's name and drag your preferred field from the righthand list of fields onto your document workspace.
The following fields can be assigned to signers:
- Date Signed
- Full Name
- Radio Button
No Signer Fields
No Signer fields cannot be assigned to any signer and usually serve the purpose of adding text, checkboxes or pre-defined signatures to a document. No Signer fields cannot be changed by your signers during the signing process and are displayed accordingly.
A common way of using No Signer fields is placing a Text field in order to add an additional paragraph to the document.
The following fields are capable of being No Signer fields:
Please find below a quick summary about the fields you can place onto your document workspace:
- Signature: Place signature fields exactly where you expect your signers to place their signature. Please note that the default size of the signature field is considered the recommended minimum. If you decrease your signature fields in size, your signers' signatures may appear very small.
- Initials: Place signature fields exactly where you expect your signers to place their signature. Please note that the default size of the signature field is considered the recommended minimum. If you decrease your signature fields in size, your signers' signatures may appear very small.
- Date Signed: Date Signed fields will carry the date when the signature of the respective signer was placed during the final signing process. This field is not editable in its content.
- Text: This is a standard textarea field that can be resized as per your preference. As a signer field, this can be used as a standard text input, and as a No Signer field, this can be used in order to add text to your document.
- Full Name: Place this field wherever you expect signers to place their first and last name.
- Company: Place this field wherever you expect signers to place their company name.
- Title: Place this field wherever you expect signers to place their title.
- Email: Place this field wherever you expect signers to place their email address. In case you are looking to validate whether or not your signer has provided a valid email address, please select your email field and choose "Email Address" from the top "Field Validation" dropdown menu. Learn more about Field Validation.
- Checkbox: Checkboxes are a great way of giving signers a way of specifically accepting terms and conditions or getting yes/no answers.
- Radio Button: Radio buttons are a way of enabling signers to choose between conditions.
- Dropdown: Just like radio buttons, dropdown menus can be used to offer multiple choices, while using less space.
- Attachment: Place attachment fields wherever you expect signers to upload one or more files.
Fields can be moved, resized, deleted, copied & pasted, and reassigned to other signers. Using the dynamic top option menu that appears when selecting fields and the built-in right-click menu all of these actions can be performed within just a few clicks:
Resize Field: If a field is capable of being resized, it will carry one circular handle in each of its corners. These handles can be used to resize your field.
Delete Field: In order to delete a field, select it, then open the right-click menu and select "Delete". Most modern browsers also support clicking the keyboard's Delete key.
Copy Field: In order to copy a field, select it, then open the right-click menu and select "Copy". Mac users can click CMD-C in order to copy one or more fields.
Paste Field: In order to copy a field, select it, then open the right-click menu and select "Paste". Mac users can click CMD-V in order to paste one or more fields.
Reassign Field: In order to reassign a field, select it, then open the right-click menu, go to "Reassign" and select your preferred signer. You can also reassign fields by selecting them and clicking on a signer name at the top right.
A field's font style can be adjusted by selecting the field and hovering your mouse over the font-like icon at the very left of the dynamic top options menu. Style options include font family, font size, bold, underline, italic, and a color selector.
Field Identifiers are a way of unique labeling fields in order to be able to reference them easily using the eversign API. In order to assign a field a field label, select it and choose "Field Identifier" from the right-click menu. If you do not choose a unique field identifier for a field, eversign will auto-generate one.
Field Labels are the placeholders signers will see for input fields during the signing process. When placing fields, you will notice that each already comes with a default field label. You can edit a field's field label by selecting it and editing the field label value in the dynamic top options menu.
Filled By ...
When preparing a template in the document editor and selecting a field you'll notice a "Filled By" dropdown menu in the dynamic top options menu. This setting defines who fills the respective field - there are three options:
- Filled By Me (Now): Select this option if you intend to fill the selected field right now. A popup will open automatically. By default, your signer will still be able to change the content of this field during the signing process.
- Filled By Me (Before Sending): Select this option if you prefer to fill this field for each template signer individually before sending (Merge Field).
- Filled By Signer: Select this option if you prefer to leave the respective field(s) empty and have your signers fill them during the signing process. This is the default setting.
Field Validation is a way of adding an additional layer of control to your document and its signing process. In order to activate validation for an individual field, select it and choose your preferred validation type from the dynamic top options menu.
In order to make sure that your signer(s) fill certain fields before completing a document, the majority of fields can be made required by checking the "Required" checkbox in the dynamic top options menu.
By selecting one or more fields and checking the "Read-Only" checkbox located in the dynamic top options menu you can make sure that signers are not able to change the content of the respective field(s).