From the Signature menu at the top of the screen, select Configure Signers or
From the right-hand panel, open the Configure Signers section
Identify your signatories
Type in the email address of the individual you would like assigned to the document.
If the newly added signatory has not been shared to the document, there will be an icon at the top left of the screen where you can invite now or invite later.
Anyone: Anyone invited to the document with signing permissions can sign the document
Internal: Any internal user invited to the document with signing permissions can sign the document
External: Any external user invited to the document with signing permissions can sign the document
Where to Sign
Once a user is added as a signatory, there must be a location where they can sign the document. This can be done using Signer Fields or the Preset Signature Block. By default, the preset signature toggle switch is turned off.
Signer Fields
A signature field must be added to the document if using signer fields. Once in edit mode, you can open the fields panel.
Select the assignee
Drag and drop the signature field into the desired location on the document. This field is mandatory. You will not be able to request signatures without this field in the document for every signatory. There are also other signature fields available for use that are commonly associated with e-signature, including name, title, and company.
Preset Signature Block
Activate the preset signature block from your advanced settings in the signer panel or at the bottom of the page
By using the preset Signature block, signature fields will not be mandatory, but still available if you choose to use them in your document. When a signatory signs the document, they're signature will appear at the bottom of the page.
