Fill in your form components

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.

Fill in a form component field

1. You can click the "Go to field" button or you can directly scroll to the field.

2. 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.

3. Specify/update the fields' data as required. You cannot specify data in a field which has been assigned to someone else.

4. Click the three-dot menu on 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 a permanent part of the signed PDF document.

1. 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.

2. 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.

3. 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.

4. If the "Restrict users from editing fields" option is selected in the recipient's role settings, the job title and or company form fields will be disabled, in pending mode, according to the role configuration.

5. If the "Restrict user from editing fields" option is enabled in the user's role and the user is auto provisioned through Microsoft Active Directory, any mismatch between their job title and or company in Microsoft Active Directory and SigningHub's Personal Configurations will result in the values from Microsoft Active Directory being mapped onto SigningHub, except when the values in Microsoft Active Directory are empty or null.

6. If the "Restrict users from editing fields" option is enabled in the user's role and the user is provisioned through Azure Active Directory or via SCIM provisioning through Azure Active Directory, any mismatch between their job title and or company in Azure Active Directory and SigningHub's Personal Configurations will result in the values from Azure Active Directory being mapped onto SigningHub, except when the values in Azure Active Directory are empty or null.

7. The workflow may get stuck if the role restricts editing of the fields, the recipient is a guest or does not have a job title or company name set in their profile, and the job title or company name fields are marked as mandatory by the document owner in the field settings.