Add stamp fields

Document owners and editors can prepare the document by placing stamp fields wherever required. Multiple stamp fields can be added to the same document, and each field can be positioned and resized according to preference. Adding stamp fields is subject to your assigned enterprise user role. If you wish to use this provision, ask your Enterprise Admin to enable the Stamps in your role.

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Add a Stamp Field

1. Select the document from the Pages tab in the information panel, where the stamp is required.

2. Select the recipient from the Recipients tab for whom you want to add a stamp field.

3. Click the 'Stamp' field, and drop it onto the document.

4. Drag and drop the field anywhere in the document using your mouse. Grid lines assist with alignment.

5. Resize the field as required (Square or Rectangle) using the height and width controls or the bottom-right corner for diagonal resizing. The system remembers the field size and display preferences for future fields on the same document.

6. Click Properties to edit field parameters such as name, validation, replication, dimensions, and position.

7. Click Save.

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Delete a Stamp Field

1. Click on the stamp field in the document.

2. Select the Remove option.

3. The field will be removed from the document.

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Apply a Stamp

1. Locate the stamp field assigned to you.

2. Double-click the field, or select the field and click Apply.

3. The Your Stamps dialogue will open, displaying:

   • Allowed enterprise stamps

   • Your personal stamps

4. Select the desired stamp to apply it to the field.

5. Click Preview to show you how the stamp will appear. Click on the tick icon to apply the stamp on the document.

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Stamp field properties

Fields	Description
Recipient	A read-only field to show the name along with the email and/or the mobile number, based on the selected delivery method, for whom the stamp field is being configured.
Validation	Select the "Mandatory" option, if the document owner wants to make sure that the recipients must add a stamp. Select the "None" option, if the document owner does not want to mandate adding a stamp.
Details Tab
Field Name	It's an auto-generated (unique) field name you can change, 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 long 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 stamp 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 long as the status of a document is Draft.
Replicate Stamps Tab
Replicate on 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 stamps are required from the recipient. This will replicate the stamps fields on the selected page(s) and display their record in the grid below.
Save and Cancel buttons	Click the "Save" button to save the configurations, or click the "Cancel" button to close this dialog.

1. A stamp would be allowed for all roles except send a copy and meeting host.