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chore: add envelope docs (#2186)
This commit is contained in:
David Nguyen
GitHub
@ -11,120 +11,76 @@ Learn about the different fields you can add to your documents in Documenso and
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The signature field collects the signer's signature. It's required for each recipient with the "Signer" role.
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### Document Editor View
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The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
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### Document Signing View
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The signature field settings include:
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The recipient will see the signature field when they open the document to sign.
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The recipient must click on the signature field to open the signing view, where they can sign using their mouse, touchpad, or touchscreen.
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The image below shows the signature field signed by the recipient.
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After signing, the recipient can click the "Complete" button to complete the signing process.
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- **Font size** - The typed signature font size. You can disable typed signatures in the document settings.
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## Email Field
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The email field is used to collect the signer's email address.
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### Document Editor View
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The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
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The email field is used to collect the signer's email address. This will be the email address you entered when you created the recipients.
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### Document Signing View
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The email field settings include:
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When the recipient opens the document to sign, they will see the email field.
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The recipient must click on the email field to automatically sign the field with the email associated with their account.
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The image below shows the email field signed by the recipient.
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After entering their email address, the recipient can click the "Complete" button to complete the signing process.
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- **Font Size** - The font size of the email address.
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- **Text Align** - The horizontal text alignment of the email address.
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## Name Field
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The name field is used to collect the signer's name.
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### Document Editor View
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The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
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### Document Signing View
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The name field settings include:
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When the recipient opens the document to sign, they will see the name field.
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- **Font Size** - The font size of the name.
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- **Text Align** - The horizontal text alignment of the name.
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The recipient must click on the name field, which will automatically sign the field with the name associated with their account.
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## Initials Field
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The initials field is used to collect the signer's initials. This is generally the first and last name initials.
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The image below shows the name field signed by the recipient.
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The initials field settings include:
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After entering their name, the recipient can click the "Complete" button to complete the signing process.
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- **Font Size** - The font size of the initials.
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- **Text Align** - The horizontal text alignment of the initials.
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## Date Field
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The date field is used to collect the date of the signature.
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### Document Editor View
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The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
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The date field is used to collect the date of the signature. You can change the date format in the document settings.
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### Document Signing View
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The date field settings include:
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When the recipient opens the document to sign, they will see the date field.
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The recipient must click on the date field to automatically sign the field with the current date and time.
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The image below shows the date field signed by the recipient.
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After entering the date, the recipient can click the "Complete" button to complete the signing process.
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- **Font Size** - The font size of the date.
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- **Text Align** - The horizontal text alignment of the date.
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## Text Field
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The text field is used to collect text input from the signer.
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### Document Editor View
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Place the text field on the document where you want the signer to enter text. The text field comes with additional settings that can be configured.
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To open the settings, click on the text field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
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The text field settings include:
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- **Label** - The label displayed in the field.
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- **Placeholder** - The placeholder text displayed in the field.
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- **Text** - The default text displayed in the field.
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- **Label** - The label displayed in the field when the user opens the document to sign
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- **Placeholder** - The placeholder text displayed in the field. The signer will see this prior to signing.
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- **Text** - The text which will be prefilled into the field. The signer can change this text unless the field is read-only.
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- **Character limit** - The maximum number of characters allowed in the field.
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- **Required** - Whether the field is required or not.
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- **Read only** - Whether the field is read-only or not.
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- **Text Align** - The horizontal text alignment of the text in the field.
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- **Vertical Align** - The vertical text alignment of the text in the field.
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- **Line height** - The line height of the text in the field. Useful for multi-line text fields.
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- **Letter spacing** - The spacing between each character in the text in the field.
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It also comes with a couple of rules:
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@ -133,71 +89,26 @@ It also comes with a couple of rules:
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- The signer must fill out a required field.
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- The text field characters count can't exceed the character limit.
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- The signer can't modify a read-only field.
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- The field auto-signs if there is a default text value.
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Let's look at the following example.
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The field is configured as follows:
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- Label: "Address"
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- Placeholder: "Your office address"
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- Default Text: "Signing Street 1, 241245"
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- Character Limit: 35
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- Required: False
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- Read Only: False
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Since the field has a label set, the label is displayed instead of the default text field value - "Add text".
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### Document Signing View
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What the recipient sees when they open the document to sign depends on the settings configured by the sender.
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In this case, the recipient sees the text field signed with the default value.
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The recipient can modify the text field value since the field is not read-only. To change the value, the recipient must click the field to un-sign it.
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Once it's unsigned, the field uses the label set by the sender.
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To sign the field with a different value, the recipient needs to click on the field and enter the new value.
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Since the text field has a character limit, the recipient must enter a value that doesn't exceed the limit. Otherwise, an error message will appear, and the field will not be signed.
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The image below illustrates the text field signed with a new value.
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After signing the field, the recipient can click the "Complete" button to complete the signing process.
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- The field will be inserted automatically into the document if there is a default text value.
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## Number Field
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The number field is used for collecting a number input from the signer.
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### Document Editor View
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Place the number field on the document where you want the signer to enter a number. The number field comes with additional settings that can be configured.
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To open the settings, click on the number field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
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The number field settings include:
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- **Label** - The label displayed is the field.
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- **Placeholder** - The placeholder text displayed in the field.
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- **Value** - The default number displayed in the field.
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- **Value** - The value which will be prefilled into the field. The signer can change this value unless the field is read-only.
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- **Number format** - The format of the number.
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- **Required** - Whether the field is required or not.
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- **Read only** - Whether the field is read-only or not.
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- **Text Align** - The horizontal text alignment of the number in the field.
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- **Vertical Align** - The vertical text alignment of the number in the field.
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- **Line height** - The line height of the number in the field. Useful for multi-line number fields.
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- **Letter spacing** - The spacing between each character in the number in the field.
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- **Validation** - The validation rules for the field.
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It also comes with a couple of rules:
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@ -210,66 +121,18 @@ It also comes with a couple of rules:
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- If the default number and a min value are set, the default number must be greater than the min value.
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- The value must match the number format if a number format is set.
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In this example, the number field is configured as follows:
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- Label: "Quantity"
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- Placeholder: "Enter the preferred quantity"
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- Default Value: 12
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- Number Format: "123,456,789.00"
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- Required: False
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- Read Only: False
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- Validation:
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- Min value: 5, Max value: 50
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Since the field has a label set, the label is displayed instead of the default number field value - "Add number".
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### Document Signing View
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What the recipient sees when they open the document to sign depends on the settings configured by the sender.
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The recipient sees the number field signed with the default value in this case.
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Since the number field is not read-only, the recipient can modify its value. To change the value, the recipient must click the field to un-sign it.
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Once it's unsigned, the field uses the label set by the sender.
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To sign the field with a different value, the recipient needs to click on the field and enter the new value.
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Since the number field has a validation rule set, the recipient must enter a value that meets the rules. In this example, the value needs to be between 5 and 50. Otherwise, an error message will appear, and the field will not be signed.
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The image below illustrates the text field signed with a new value.
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After signing the field, the recipient can click the "Complete" button to complete the signing process.
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## Radio Field
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The radio field is used to collect a single choice from the signer.
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### Document Editor View
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Place the radio field on the document where you want the signer to select a choice. The radio field comes with additional settings that can be configured.
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To open the settings, click on the radio field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
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The radio field settings include:
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- **Required** - Whether the field is required or not.
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- **Read only** - Whether the field is read-only or not.
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- **Values** - The list of choices for the field.
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- **Direction** - The direction of the radio field. Can be "Vertical" or "Horizontal".
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It also comes with a couple of rules:
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@ -282,57 +145,22 @@ It also comes with a couple of rules:
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- It should contain at least one option.
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- The field can't have more than one option selected.
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In this example, the radio field is configured as follows:
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- Required: False
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- Read Only: False
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- Options:
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- Option 1
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- Option 2
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- Empty value
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- Empty value
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- Option 3
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Since the field contains radio options, it displays them instead of the default radio field value, "Radio".
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### Document Signing View
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What the recipient sees when they open the document to sign depends on the settings configured by the sender.
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In this case, the recipient sees the radio field unsigned because the sender didn't select a value.
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The recipient can select one of the options by clicking on the radio button next to the option.
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After signing the field, the recipient can click the "Complete" button to complete the signing process.
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## Checkbox Field
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The checkbox field is used to collect multiple choices from the signer.
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### Document Editor View
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Place the checkbox field on the document where you want the signer to select choices. The checkbox field comes with additional settings that can be configured.
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To open the settings, click on the checkbox field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
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The checkbox field settings include the following:
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- **Validation** - The validation rules for the field.
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- **Rule** - The rule specifies "At least", "At most", and "Exactly".
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- **Number** - The number of choices that must be selected.
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- **Required** - Whether the field is required or not.
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- **Read only** - Whether the field is read-only or not.
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- **Options** - The list of choices for the field.
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- **Direction** - The direction of the checkbox field. Can be "Vertical" or "Horizontal".
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- **Validation Rule** - The rule specifies "At least", "At most", and "Exactly".
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- **Validation Number** - The number of choices that must be selected.
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It also comes with a couple of rules:
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@ -344,67 +172,20 @@ It also comes with a couple of rules:
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- The signer can't modify the field if it's read-only.
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- It should contain at least one option.
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In this example, the checkbox field is configured as follows:
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- No validation rules
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- Required: True
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- Read Only: False
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- Options:
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- Option 1
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- Empty value (checked)
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- Option 2
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- Option 3 (checked)
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- Empty value
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Since the field contains checkbox options, it displays them instead of the default checkbox field value, "Checkbox".
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### Document Signing View
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What the recipient sees when they open the document to sign depends on the settings configured by the sender.
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In this case, the recipient sees the checkbox field signed with the values selected by the sender.
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Since the field is required, the recipient can either sign with the values selected by the sender or modify the values.
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The values can be modified in 2 ways:
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- Click on the options you want to select or deselect.
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- Hover over the field and click the "X" button to clear all the selected values.
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The image below illustrates the checkbox field with the values cleared by the recipient. Since the field is required, it has a red border instead of the yellow one (non-required fields).
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Then, the recipient can select values other than the ones chosen by the sender.
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After signing the field, the recipient can click the "Complete" button to complete the signing process.
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## Dropdown/Select Field
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The dropdown/select field collects a single choice from a list of options.
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### Document Editor View
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Place the dropdown/select field on the document where you want the signer to select a choice. The dropdown/select field comes with additional settings that can be configured.
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To open the settings, click on the dropdown/select field and then on the "Sliders" icon. That opens the settings panel on the right side of the screen.
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The dropdown/select field settings include:
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- **Required** - Whether the field is required or not.
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- **Read only** - Whether the field is read-only or not.
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- **Options** - The list of choices for the field.
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- **Default** value - The default value selected in the field.
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- **Default Value** - The default value selected in the field.
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It also comes with a couple of rules:
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@ -416,31 +197,3 @@ It also comes with a couple of rules:
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- The field can't be signed with a value not in the options list.
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- The signer can't modify the field if it's read-only.
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- It should contain at least one option.
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In this example, the dropdown/select field is configured as follows:
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- Required: False
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- Read Only: False
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- Default Value: None
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- Options:
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- Document
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- Template
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- Other
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### Document Signing View
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What the recipient sees when they open the document to sign depends on the settings configured by the sender.
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In this case, the recipient sees the dropdown/select field with the default label, "-- Select ---" since the sender has not set a default value.
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The recipient can modify the dropdown/select field value since the field is not read-only. To change the value, the recipient must click on the field for the dropdown list to appear.
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The recipient can select one of the options from the list. The image below illustrates the dropdown/select field signed with a new value.
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After signing the field, the recipient can click the "Complete" button to complete the signing process.
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@ -9,90 +9,85 @@ import { Callout, Steps } from 'nextra/components';
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This guide will walk you through the process of sending a document out for signing. You will learn how to upload a document, add recipients, place signature fields, and send the document for signing.
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## Uploading a Document
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<Steps>
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### Login Into Your Account
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### Log In to Your Account
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The guide assumes you have a Documenso account. If you don't, you can create a free account [here](https://documen.so/free-docs).
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### Upload Document
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Navigate to the [Documenso dashboard](https://app.documenso.com/documents) and click on the "Add a document" button. Select the document you want to upload and wait for the upload to complete.
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Navigate to the [Documenso dashboard](https://app.documenso.com/documents) and click on the "Upload Document" button located at the top right of the page. Select the documents you want to upload and wait for the upload to complete.
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<Callout type="info">
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The maximum file size for uploaded documents is 150MB in production. In staging, the limit is
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50MB.
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The maximum file size for uploaded documents is 150MB in production. You can upload up to 5
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documents at a time on standard plans. In staging, the limit is 50MB.
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</Callout>
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After the upload is complete, you will be redirected to the document's page. You can configure the document's settings and add recipients and fields here.
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After the upload is complete, you will be redirected to the editor. You can configure the document's settings and add recipients and fields here.
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</Steps>
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### (Optional) Advanced Options
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## Configuring and Sending Document
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Click on the "Advanced options" button to access additional settings for the document. You can set an external ID, date format, time zone, and the redirect URL.
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The Documenso editor allows you to create and configure documents or templates. The editor consists of three sections that guide you through the process of preparing your document.
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1. **Document & Recipients** - Upload files and add recipients
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2. **Add Fields** - Add fields to the document
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3. **Preview** - Preview the document before sending
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The external ID allows you to set a custom ID for the document that can be used to identify the document in your external system(s).
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You can click each section to navigate to it, and the current section will be highlighted in the sidebar.
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The date format and time zone settings allow you to customize how the date and time are displayed in the document.
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The redirect URL allows you to specify a URL where the signer will be redirected after signing the document.
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There is also a quick actions section on the left-hand side which allows you to:
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||||
|
||||
### (Optional) Document Access
|
||||
- **Document Settings** - Configure general settings, emails, or security settings for the document
|
||||
- **Send Document** - Send the document to the recipients
|
||||
- **Duplicate** - Duplicate the document
|
||||
- **Download** - Download the document PDF
|
||||
- **Delete** - Delete the document
|
||||
|
||||
Documenso enables you to set up access control for your documents. You can require authentication for viewing the document.
|
||||
The header contains some notable items:
|
||||
|
||||
The available options are:
|
||||
- **Title** - You can edit the title in the top-left corner of the header by clicking on the text
|
||||
- **Status** - You can see the current status of the document next to the title
|
||||
- **Attachments** - You can configure the attachments on the right-hand side of the header
|
||||
|
||||
- **Require account** - The recipient must be signed in to view the document.
|
||||
- **None** - The document can be accessed directly by the URL sent to the recipient.
|
||||
<Steps>
|
||||
|
||||
|
||||
### Upload Documents and Add Recipients
|
||||
|
||||
The first step in the editor is to upload your document and add recipients.
|
||||
|
||||
|
||||
|
||||
#### Upload Document
|
||||
|
||||
You can upload documents by either clicking the "Add a document" dropzone, or dragging and dropping files into the dropzone.
|
||||
|
||||
<Callout type="info">
|
||||
The "Document Access" feature is only available for Enterprise accounts.
|
||||
The maximum file size for uploaded documents is 150MB in production. You can upload up to 5
|
||||
documents at a time on standard plans. In staging, the limit is 50MB.
|
||||
</Callout>
|
||||
|
||||
### (Optional) Recipient Authentication
|
||||
#### Add Recipients
|
||||
|
||||
The "Recipient Authentication" feature allows you to specify the authentication method required for recipients to sign the signature field.
|
||||
Click the "+ Add Signer" button to add a new recipient. For each recipient you can configure the following:
|
||||
|
||||
The available options are:
|
||||
- **Email address** - The recipient's email address
|
||||
- **Name** - The recipient's name
|
||||
- **Order** - The sequence in which the recipient should sign the document. Only available if the "Enable Signing Order" checkbox is enabled
|
||||
- **Role** - As seen below
|
||||
|
||||
- **Require passkey** - The recipient must have an account and passkey configured via their settings.
|
||||
- **Require 2FA** - The recipient must have an account and 2FA enabled via their settings.
|
||||
- **None** - No authentication required.
|
||||
|
||||
|
||||
|
||||
This can be overridden by setting the authentication requirements directly for each recipient in the next step.
|
||||
|
||||
<Callout type="info">
|
||||
The "Recipient Authentication" feature is only available for Enterprise accounts.
|
||||
</Callout>
|
||||
|
||||
### Recipients
|
||||
|
||||
Click the "+ Add Signer" button to add a new recipient. You can configure the recipient's email address, name, role, and authentication method on this page.
|
||||
|
||||
You can choose any option from the ["Recipient Authentication"](#optional-recipient-authentication) section, or you can set it to "Inherit authentication method" to use the global action signing authentication method configured in the "General Settings" step.
|
||||
|
||||
|
||||
|
||||
You can also set the recipient's role, which determines their actions and permissions in the document.
|
||||
|
||||
|
||||
|
||||
#### Roles
|
||||
|
||||
Documenso has 4 roles for recipients with different permissions and actions.
|
||||
Documenso has 5 roles for recipients with different permissions and actions.
|
||||
|
||||
| Role | Function | Action required | Signature |
|
||||
| :-------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
|
||||
| Signer | Needs to sign signatures fields assigned to them. | Yes | Yes |
|
||||
| Signer | Needs to sign signature fields assigned to them. | Yes | Yes |
|
||||
| Approver | Needs to approve the document as a whole. Signature optional. | Yes | Optional |
|
||||
| Viewer | Needs to confirm they viewed the document. | Yes | No |
|
||||
| Assistant | Can help prepare the document by filling in fields on behalf of other signers. | Yes | No |
|
||||
@ -100,15 +95,20 @@ Documenso has 4 roles for recipients with different permissions and actions.
|
||||
|
||||
### Fields
|
||||
|
||||
Documenso supports 9 different field types that can be added to the document. Each field type collects various information from the recipients when they sign the document.
|
||||
Documenso supports 10 different field types that can be added to the document. Each field type collects various information from the recipients when they sign the document.
|
||||
|
||||
To create a field, you can either click and drag to draw a field on the document or drag and drop the field type from the sidebar.
|
||||
|
||||
|
||||
|
||||
The field created will be assigned to the currently selected recipient. You can change the recipient by clicking on the recipient's name in the right sidebar.
|
||||
|
||||
The available field types are:
|
||||
|
||||
- **Signature** - Collects the signer's signature
|
||||
- **Email** - Collects the signer's email address
|
||||
- **Name** - Collects the signer's name
|
||||
- **Initials** - Collects the signer's initials
|
||||
- **Date** - Collects the date of the signature
|
||||
- **Text** - Collects text input from the signer
|
||||
- **Number** - Collects a number input from the signer
|
||||
@ -123,11 +123,11 @@ All fields can be placed anywhere on the document and resized as needed.
|
||||
page](/users/documents/fields).
|
||||
</Callout>
|
||||
|
||||
#### Signature Required
|
||||
### Preview
|
||||
|
||||
Signer Roles require at least 1 signature field. You will get an error message if you try to send a document without a signature field.
|
||||
In this section, you can preview what the document will look like once it is fully signed. This uses placeholder data for the fields.
|
||||
|
||||
|
||||
|
||||
|
||||
### Email Settings
|
||||
|
||||
@ -156,3 +156,54 @@ https://app.documenso.com/sign/12ACP777zxQLO52hjj_vCB
|
||||
```
|
||||
|
||||
</Steps>
|
||||
|
||||
## Document Settings
|
||||
|
||||
To access the document settings, click the "Document Settings" button in the quick actions section.
|
||||
|
||||
### General Settings
|
||||
|
||||
|
||||
|
||||
- **Language** - The language that the emails will be sent in
|
||||
- **Allowed Signature Types** - The signature types that the recipient will be allowed to use
|
||||
- **Date Format** - The date format that will be used for date fields
|
||||
- **Time Zone** - The time zone that will be used for date fields
|
||||
- **External ID** - A custom ID for the document that can be used to identify the document in your external system(s)
|
||||
- **Redirect URL** - The URL where the signer will be redirected after signing the document
|
||||
- **Document Distribution Method** - Whether to use emails to send the document, or none (which we will generate signing links for manual distribution)
|
||||
|
||||
### Email Settings
|
||||
|
||||
|
||||
|
||||
- **Reply To** - The email address that will be used as the reply to email address
|
||||
- **Subject** - The subject of the email
|
||||
- **Message** - The message of the email
|
||||
- **Checkboxes** - You can select which emails should be sent during the document signing process
|
||||
|
||||
### Security Settings
|
||||
|
||||
Documenso enables you to set up access control for your documents. You can require authentication for viewing the document.
|
||||
|
||||
The available options are:
|
||||
|
||||
- **Require account** - The recipient must be signed in to view the document.
|
||||
- **Require 2FA** - The recipient must use 2FA to sign the document.
|
||||
- **None** - The document can be accessed directly by the URL sent to the recipient.
|
||||
|
||||
|
||||
|
||||
The "Recipient Authentication" feature allows you to specify the authentication method required for recipients to sign the signature field.
|
||||
|
||||
The available options are:
|
||||
|
||||
- **Require passkey** - The recipient must have an account and passkey configured via their settings.
|
||||
- **Require 2FA** - The recipient must have an account and 2FA enabled via their settings.
|
||||
- **None** - No authentication required.
|
||||
|
||||
This can be overridden by setting the authentication requirements directly for each recipient in the next step.
|
||||
|
||||
<Callout type="info">
|
||||
The "Recipient Authentication" feature is only available for Enterprise accounts.
|
||||
</Callout>
|
||||
|
||||
@ -8,82 +8,43 @@ Documenso allows you to create templates, which are reusable documents. Template
|
||||
|
||||
### Create New Template
|
||||
|
||||
To create a new template, navigate to the ["Templates" page](https://app.documenso.com/templates) and click on the "New Template" button.
|
||||
To create a new template, navigate to the "Templates" page and click on the "Upload Template" button.
|
||||
|
||||
|
||||
|
||||
Clicking on the "New Template" button opens a new modal to upload the document you want to use as a template. Select the document and wait for Documenso to upload it to your account.
|
||||
You can select multiple files at once to upload into the template. Once the upload is complete you will be redirected to the editor.
|
||||
|
||||
|
||||
|
||||
|
||||
Once the upload is complete, Documenso opens the template configuration page.
|
||||
|
||||
|
||||
See the [documents](/users/documents/sending-documents) page for more information on how to use the editor.
|
||||
|
||||
You can then configure the template by adding recipients, fields, and other options.
|
||||
|
||||
### (Optional) Email options
|
||||
|
||||
When you send a document for signing, Documenso emails the recipients with a link to the document. The email contains a subject, message, and the document.
|
||||
|
||||
Documenso uses a generic subject and message but also allows you to customize them for each document and template.
|
||||
|
||||
|
||||
|
||||
To configure the email options, click the "Email Options" tab and fill in the subject and message fields. Every time you use this template for signing, Documenso will use the custom subject and message you provided. They can also be overridden before sending the document.
|
||||
|
||||
### (Optional) Advanced Options
|
||||
|
||||
The template also has advanced options that you can configure. These options include settings such as the external ID, date format, time zone and the redirect URL.
|
||||
|
||||
|
||||
|
||||
The external ID allows you to set a custom ID for the document that can be used to identify the document in your external system(s).
|
||||
|
||||
The date format and time zone settings allow you to customize how the date and time are displayed in the document.
|
||||
|
||||
The redirect URL allows you to specify a URL where the signer will be redirected after signing the document.
|
||||
|
||||
### Add Placeholders or Recipients
|
||||
|
||||
You can add placeholders for the template recipients. Placeholders specify where the recipient's name, email, and other information should be in the document.
|
||||
When adding recipients, you can use dummy recipients which can be replaced with actual recipients when you use a template, which we will explain in the next section.
|
||||
|
||||
You can also add recipients directly to the template. Recipients are the people who will receive the document for signing.
|
||||
For example, the following has two recipients:
|
||||
|
||||
- placeholder@documenso.com
|
||||
- me@documenso.com
|
||||
|
||||
|
||||
|
||||
If you add placeholders to the template, you must replace them with actual recipients when creating a document from it. See the modal from the ["Use a Template"](#use-a-template) section.
|
||||
|
||||
### Add Fields
|
||||
|
||||
The last step involves adding fields to the document. These fields collect information from the recipients when they sign the document.
|
||||
|
||||
Documenso provides the following field types:
|
||||
|
||||
- **Signature** - Collects the signer's signature
|
||||
- **Email** - Collects the signer's email address
|
||||
- **Name** - Collects the signer's name
|
||||
- **Date** - Collects the date of the signature
|
||||
- **Text** - Collects text input from the signer
|
||||
- **Number** - Collects a number input from the signer
|
||||
- **Radio** - Collects a single choice from the signer
|
||||
- **Checkbox** - Collects multiple choices from the signer
|
||||
- **Dropdown/Select** - Collects a single choice from a list of choices
|
||||
|
||||
|
||||
|
||||
After adding the fields, press the "Save Template" button to save the template.
|
||||
You can then place fields for each recipient.
|
||||
|
||||
<Callout type="info">
|
||||
Learn more about the available field types and how to use them on the [Fields
|
||||
page](signing-documents/fields).
|
||||
page](/users/documents/fields).
|
||||
</Callout>
|
||||
|
||||
### Use a Template
|
||||
|
||||
Click on the "Use Template" button to create a new document from the template. Before creating the document, you are asked to fill in the recipients for the placeholders you added to the template.
|
||||
Once you're ready to use the template, you can click the "Use Template" button in the top right corner.
|
||||
|
||||
After filling in the recipients, click the "Create Document" button to create the document in your account.
|
||||
Here you can choose to use the template as is, or you can replace the emails or names with different recipients as you require.
|
||||
|
||||
You can now decide whether to create the document as a draft, or immediately send it to the recipients for signing.
|
||||
|
||||
|
||||
|
||||
@ -91,7 +52,7 @@ You can also send the document straight to the recipients for signing by checkin
|
||||
|
||||
### (Optional) Create A Direct Signing Link
|
||||
|
||||
A direct signing link allows you to create a shareable link for document signing, where recipients can fill in their information and sign the document. See the "Create Direct Link" button in the image from [step 4](#add-placeholders-or-recipients).
|
||||
A direct signing link allows you to create a shareable link for document signing, where recipients can fill in their information and sign the document.
|
||||
|
||||
<Callout type="info">
|
||||
Check out the [Direct Signing Links](/users/direct-links) section for more information.
|
||||
|
||||
Reference in New Issue
Block a user