Once you've set up your Request Signature workflow in Outlook, you can also add fields to the document to clearly indicate the signature and text locations.

How do I turn on fields for my signature request?

  • Click Request Signature in the Outlook Add-in to open the Request Signature workflow (for more information on setup see Using the SignEasy for Outlook Add-in).

  • Fill out the signers for your signature request, adding any necessary signing order or optional messages.

  • Click Add Fields to open the Fields preparation options.

How do I add a field to my document?

  • Click the desired field from the right-hand options (click, not drag).

  • Click again on the document to place the field in the desired location. 

  • To modify the size of the field, click and drag the corners.

  • Click on a field to adjust the options for that specific field, assign a specific signer, make it optional/required, or change the format (for date fields).

  • Click Send in the upper right corner to send the signature request. You cannot edit the fields after sending, so be sure everything is setup and double-check!

How do fields work for my signer?

  • When a signer opens a document with assigned fields, they’ll be guided through the fields to fill.

  • There will be a summary at the top of the page listing the fields remaining to be signed, and they can use the arrows to navigate through.

  • They will only see the fields that are assigned to them, so there won’t be any confusion.

  • Note that each signer must have at least one assigned field.

  • Signers will not be able to finalize the document until all required fields are filled in.

  • All signers will have a specific color coding assigned, making it easier for you to differentiate during field placement.