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.