Fill in your form components
Last updated
Last updated
© Ascertia Limited 2024
When you receive a document with any form components or form fields that have been assigned to you, the "Save" option will be listed under the three-dot menu of the document viewer header. The form components assigned to you, are particularly related to your Name, Email, Job title, Company, Date, etc. and these fields are displayed in yellow-orange colour. SigningHub will pick the required information (where applicable) from your system profile and will display it in the respective fields in editable mode. You can change any field value (data) as required. Once saved, such information will become the permanent part of the signed PDF document. Moreover, SigningHub embeds fonts, graphics, annotations, and other necessary content within a PDF file to make your documents fully compliant with the PDF/A-1b standard. This content embedding is required by ISO 19005-1 and is usually associated with a document's visual appearance. However, a processed PDF through SigningHub may show non-compliance with the PDF/A-1b standard when a Date field or transparent PNG image rendering is used in it.
You can click the "Go to field" button or you can directly scroll to the field.
The cursor will start blinking in the first yellow-orange colour field (assigned to you), then in the second one, and so on. Where applicable, the system will populate the relevant information in the respective fields, from your SigningHub profile in editable mode. The fields that have been marked as mandatory for you are shown with red asterisks (*). You can not leave any mandatory field blank in the document.
Specify/update the fields' data as required. You cannot specify data in a field which has been assigned to someone else.
Click the three-dots menu from the right of the document viewer header, and select the "Save" option to save the filled-in data. You can edit the field's data, as long as the document is not signed. Once the document is signed, the field data will become the permanent part of the signed PDF document.
When a document (with the assigned form components) is opened, the relevant data (i.e. Name, Email, Job, Company, etc) is automatically populated in the respective fields (editable) from the recipient's profile (i.e. My Settings > Profile). The Date field is always filled with the current date (i.e. Today's date) in editable mode.
The blank white fields (if any) in a pending document are those, which have not been assigned to any recipient. Such fields can be filled in by any recipient/ placeholder in the workflow.
Fill in the field's data accordingly and click the "Next" button to traverse to your next field for data entry. Keep doing so till you reach the last field assigned to you. SigningHub will display the total and traversed counts of your assigned fields accordingly.