Filling out fields in a document


Filling out required fields:

If the document contains required fields, then they need to be completed before the document can be signed. To fill out the required fields delegated to you:

  1. Easily navigate through your required fields by clicking the blue "Next" button at the top right of your document under the 'required fields completed' section
  2. Click on the selected field with an orange star next to it within the document
  3. Enter the appropriate information
  4. Once you're ready to save the information you entered as a new version, click the white "SAVE" button at the top right of the document

Required_Fields_fill_out.gif

 

Filling out non-required fields:

  1. Select the word(s) highlighted in yellow 
  2. Click into the yellow highlighted area and fill in the appropriate information
  3. Once you're ready to save the information you entered as a new version, click the white "SAVE" button at the top right of the document

Filling_out_non-required_fields.gif

 
NOTE: 

  1. If you are an internal user, or an external guest with "Full editing rights", fields that are not delegated to you will appear in grey. 
  2. If you are an internal user, or an external guest with "Full editing rights", and you have completed all of the fields delegated to you, the "required fields completed" section will turn from yellow to black. This ensures the user or guest that they have completed all the necessary steps on their part.

Screen_Shot_2019-06-04_at_4.31.48_PM.png

Having trouble filling out the fields? 

This could be because:

  • You are in Edit mode. Exit the Edit mode by clicking "SAVE" or "CANCEL" at the top of the document. To learn more about redlining a document, click here.
  • The field is assigned to someone else. In that case, the field will be greyed out. 

To learn how to place "Form fields" into a document, click here.

 

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