Select Reference/Requested Document Viewers

 

The process of selecting document viewers on either screen is the same. If selecting requested document viewers, you can also add requested document index information at this time.  

Select Reference Document Viewers Screen	Select Requested Document Viewers Screen

 

On either screen, for each signer whom you want to include as a viewer, check the corresponding box next to that signer's name. 

 

To optionally add index information to a specific signer's requested document, on the Requested Document [Document Name] screen, click the corresponding index icon . The Index Definition window for that signer appears. 

 

From the Index Definition drop-down list, select the index definition you want to apply to the requested document. 
From the Target Table drop-down list, select a table to which you would like to save the document. 
To add additional fields to the index definition, click the Add New Field icon . In the corresponding fields that appear, enter a field name and field value for the new index definition field.
To delete fields from the index definition, click the corresponding trash can icon . 
When you are finished setting up index information, click Save. 
  

When you have finished selecting document viewers and adding index information, click Next: 

 

• If you have additional reference and/or requested documents in your package that require you to select viewers, you are brought to additional "Select Reference/Requested Document Viewers" screens for those documents.
• Once you have selected viewers for every reference and requested document in your package, you are brought to the Review Document Information screen.