Add initials fields
Last updated
Last updated
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Using initials is almost the same as signing the document, however digital signatures are not embedded in this case. SigningHub lets you configure initials for all document recipients (i.e. signers, reviewers, editors, and meeting hosts. You can also add multiple initials fields against a recipient. Adding initials fields is subject to your assigned enterprise user role. If you are willing to use this provision, ask your Enterprise Admin to enable the respective field in your Role>Document Settings.
Select the document from the information panel's 'Pages' tab, on which initials are required from a recipient.
Select the recipient from the information panel's 'Recipients' tab, for whom you want to add an initials field.
Click the "Initials" option, and drop it on the document.
You can drag and drop the field anywhere in the document by using your mouse. The grid lines will assist you in better alignment of fields accordingly. Resize the field with respect to its height and width or use the bottom right corner to resize it diagonally as required. The system will remember the field size and its display preferences (i.e. visible or invisible) for adding new In-Person signature fields on the same document package. When you click "Properties", dialogue will appear for settings.
Click "Save".
Click on the initials signature field in the document to delete, and select the "Remove" option. The field will be removed from the document.
Take the cursor to the initials field assigned to you in the document, and double-click the field. Alternatively, you could click on the field, and select the 'Sign' option.
A signing dialog will appear to sign the field, only if this field is assigned to you and it is your turn to sign in the workflow.
Add your initials as required. Your initials will be applied before sharing the document.
| Fields | Description |
|---|---|
Recipient | A read-only field to show the signer name along with the email and/or the mobile number, based on the selected delivery method, for whom the initial field is being configured. |
Details Tab | |
Field Name | Its an auto-generated (unique) field name that is used when you need to fill in initials through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised, i.e. two or more fields in a document cannot have the same field name. This field is only available as far as the status of a document is Draft. |
Dimensions | Use this tab to relatively set the on-screen and PDF coordinates/ position (Left, Top, Width & Height) of this initials field. However you can also manually move the field to the desired position in a document through drag and drop, and these coordinates will be updated accordingly. These coordinates are only available as far as the status of a document is Draft. |
Replicate Initials | |
Replicate to Pages | Field to show total number of pages of the selected document of a package. Enable the toggle for the page number(s) (of the document) on which initials are required from the recipient. This will replicate the initials fields on the selected page(s) and display their record in the below grid. |
Save and Cancel buttons | Click the "Save" button to save the configurations, or click the "Cancel" button to close this dialog. |
A document recipient can have multiple initials in a workflow document.
You can also add an initials field on a previously signed document if the document is not certified or locked.
You can only edit the on-screen dimensions but not the PDF dimensions.
A document signer/ meeting host can have multiple in-person signatures in a workflow document.
Only those signing capacities will appear for in-person signing, which are having Electronic Seal (eSeal) as a level of assurance.
An in-person signature will be a witness digital signature, it is generated by using a witness certificate which is a public signing certificate available on the server for digital signing.
An invisible signature doesn't have any visible appearance on a document. However, it entails all other verifiable characteristics of e-signing, i.e. Time Stamping, Certificate Chain, Certificate Status, etc. An invisible signature can be a Digital Signature, Witness Digital Signature, or Witness In-Person Signature as configured in a workflow.
You can also add an in-person signature field on a previously signed document if the document is not certified or locked.
The document owner (and the shared space collaborator, if any) can update the level of assurance of an "In-Person Signature" field, while the status of the document is, "In-Progress" or "Pending".
In case of the document owner is an enterprise user, they can set any level of assurance as allowed in the Enterprise Role.
In case of the document owner is an individual user, they can set any level of assurance as allowed in the Service Plan.
In the edit dialog, only the "Level of Assurance" field will be editable, the rest of the fields will be read-only.
The level of assurance of an In-Person signature field can not be updated if a read-only template has been applied.
Only the level of assurance of unprocessed fields can be updated.
Where previously, the level of assurance of an In-Person signature field was set to "Simple Electronic Signature (SES), the system will not allow updating the level of assurance.
Where previously, the level of assurance of an In-Person signature field was any other than "Simple Electronic Signature (SES), the system will not allow updating the level of assurance to "Simple Electronic Signature".
