Features | Details | Plan Level | |
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Fields | All fields have have these features: Required || Read Only || Field Name || Default Value || Tooltip There is also a duplicate button if you have the same field type to create close to field you are duplicating. Make sure when creating fields you give them proper names for the API reference and the Forumla reference. |
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Text | A standard field that can be widthed acording to your needs | All | |
Text Area | A field that can be highted and widthed according to your needs | All | |
CheckBox | A field that you place on top of a checkbox. When the signer checks a the box it shows the check | All | |
Radio Button | A field that you place on top of a radio button on the pdf file. When the signer checks a the radio button it shows the radio button filled | All | |
Select Box | A field that you can use to give the signer the ability to choose a value from the select box. You can add text for displaying in the select box and values for backend data needs. You can also just use the text as the value. | All | |
Link | A field that you can use to give the signer a link to a required or needed web page | All | |
Formula | >A field that you can add a formula to calculate fields by adding, subtracting, dividing, timesing fields together. In the default value for the formula field use the names of the fields you want to use inserted into [] for example: [Field1] * [Field2]. That default value would times the field named Field1 with the field named Field2. Make sure you create field names that represent the what the signer is entering. This also important for the API to automate data entry. | All | |
DatePicker | A field that you can use to give the signer the option of selecting a certain Date in a the calendar design popup | All | |
Date | A field that you that populates with the current date. You can also setup a default date. | All | |
Initials | A field that is used with the signature popup that allows the signer to enter thier Initials. They can also select a formatting choose to customize their initials. They can draw it how they want to if that is their choose | All | |
Signature | A field that is used to sign the electronic signature. That allows the signer to enter thier name and select the formating choose to customize their signature. They can draw it how they want to if that is their choose. When signing a document the signer can take a picture of them selves and/or their driver's license. The picture will be attached to your email after the document has been signed. A picture can also be taken by the signer and sent with the document to the person who sent the document That is a very secure feature to validate the signer that is currently signing the document | All | |
Contract | The word Contract and Document mean the same thing. Contracts are uploaded and designed from the Main menu item. Contracts can be designed as many times as needed Once you are done designing the contract you can publish the contract and send it out to one or more recepients, based on the number of signature fields you created on the contract. There is a contract link on the menu that will show you all the contracts |
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Envelopes | If more then one document needs to be sent out to a recepient(s) at the same time for signing you can create an envelope that contains more then one document. Then you design each document. When the envelope is sent all the documents in the envelope are sent to the recepient(s). There is an Envelope link on the main menu that will take you to the Envelope management page and you can see all the documents. |
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Users | Once you have created an account you can add users. When the user is added have them go sign in. They will need to to create the first password by selecting they do not remember their password as one was never given to them. | All | |
Teams | As many teams as needed can be created to assign envelopes and documents to Team members | All | |
Manage | In the Manage view you can see which envelopes and documents have been sent out which will include the receipients name and the signed date in the signed view. The other view will allow you see the recepients whoh have not signed yet. In both views in Manage page you will see the date and the document | All | |
Report | The report will show you a graph of your envelopes and documents that have been signed and what date they were signed | All |