Creating Sign Templates

Creating Sign Templates

Writer's sign template aids you to create templates and insert interactive fields over a PDF file to send them out for sign collection to one or more persons in an organization. Transmit contract agreements, HR letters, etc., to obtain signatures from various persons, send documents in bulk and track the signing workflow. You can also download these templates and re-use them whenever required as per your discretion.

Creating a sign template

A sign template can be created:

  1. From scratch
  2. From PDF

From Scratch

To build a fresh template

  • Go to File > New Automation Template > Sign Template > Create from scratch.

From PDF

To insert sign fields over an interactive PDF file

  • Go to File > New Automation Template > Sign Template > Create over PDF.

Add Signers

  • Add up to 15 signers to the list.

Inserting Sign Fields

For every signer you add, you can insert the following fields wherever necessary in your document.

SignaturePermits you to add signatures
InitialPermits you to add initials of the signer
Full NamePermits you to add the full name of the signer
EmailPermits you to add email of the signer
Sign DatePermits you to add the date of signing
CompanyPermits you to add the name of the company
Job TitlePermits you to add the job title of the signer
Text fieldPermits you to add a text field
Custom DatePermits you to add a custom date
CheckboxPermits you to add a check box
RadioPermits you to add a radio field where the user can choose between a set of values.Example: Gender(male/female/transgender)
DropdownPermits you to add a dropdown list
AttachmentPermits you to add an attachment

 Format, delete and mark fields mandatory if required after inserting the field in the document.

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