Set Up Document
When sending a document out for signing, you must set up your desired signing elements on the document for each signer to complete. There are seven types of signing elements that can be added to a signing document: signature boxes, initials boxes, date boxes, text boxes, check boxes, radio buttons, and user fields. Signing elements are color-coded and correspond with a specific signer. A signer's color is indicated by the diamond to the right of that signer's name:
When setting up signing elements on a document, required elements can easily be distinguished from optional elements. Required signing elements are outlined in black while optional elements have no black outline:
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Required Signing Element |
Optional Signing Element |
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The visibility of some signing elements can be made dependent on the completion of another signing element. For more information, see About Signing Element Dependencies below.
Tabbing order refers to the order in which signing elements are presented to a signer during the signing process. It is important to understand how the positioning of signing elements affects tabbing order for the signer. For more information, see About Tabbing Order below.
About Signing Element DependenciesAbout Signing Element Dependencies
If you are setting up a text box, check box, or radio button for a signer, you can make that element dependent on another signing element. A dependent signing element is not made visible to the signer until the signing element on which it is dependent is completed.
For example, if you are setting up a loan application, you may not want to make a " loan dollar amount" field visible to a signer until that signer indicates they have read the loan's terms and conditions. In that case, you can make the "loan dollar amount" field dependent on an "I agree" check box. When the signer affirmatively indicates they have read the loan's terms and conditions by checking the "I agree" box, the "loan dollar amount" field will then appear for the signer.
About Tabbing OrderAbout Tabbing Order
Tabbing order refers to the order in which signing elements are presented to a signer during the signing process. Typically, signers expect the document they receive to flow from left to right, proceeding down the document as signing elements are completed. The tabbing order of signing elements is based on the top-left position of each element. To ensure signing elements properly flow from left to right, if two or more elements fall on the same line of a document, the top-left position of each element needs to be the same height or lower than the preceding element:
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Good Example |
Bad Example |
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For more information on tabbing order, click here to read the tabbing order tech tip.
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Set Up a Signing DocumentSet Up a Signing Document
- To change the signer for whom you are setting up signing elements, from the Signers drop-down list, select a new signer.
- If your document contains multiple pages, you can select a specific page. To change pages on the document you are setting up, on the left-hand side of the screen, select a page.
- To delete a page from the document, scroll to the page you want to delete and click the delete page icon
. The page you selected is outlined in a red box. In the confirmation box that appears, click Yes. The page is deleted from the document. - To zoom in and out on the document you are setting up, on the right-hand side of the screen, use the zoom in
and zoom out 
icons. - There are seven signing element types that can be added to a signing document: signature boxes, initials boxes, date boxes, text boxes, check boxes, radio buttons, and user fields.
View Signing Element Type DescriptionsView Signing Element Type Descriptions
Signature Box – When tapped or clicked, the signer's signature is automatically entered into this field. 
Initials Box – When tapped or clicked, the signer's initials are automatically entered into this field.
Date Box – When tapped or clicked, the current date is automatically entered into this field. 
Text Box – A signer can freely enter information into this field.
Check Box – When tapped or clicked, this box is either checked or unchecked. 
Radio Button – When tapped or clicked, this button is either selected or deselected. Radio buttons are typically set up in pairs and used to indicate an "either/or" selection (e.g. marital status). 
User Fields – You (i.e. the package creator) can create a text box or check box and freely enter information into the field. Information entered into a user text box appears as written text and CANNOT be modified by the signer. User check boxes also CANNOT be modified by the signer.
Add Signature BoxAdd Signature Box
Click the signature box icon . A signature box is placed in the top-left corner of the document.
To reposition the signature box, click and drag the signature box.
To resize the signature box, hover your cursor over the bottom-right corner of the element. The cursor changes to a double arrow.
To edit the signature box, double-click the signature box. A new window appears.
In the Left and Top fields, enter coordinates to reposition the box.
In the Height and Width fields, enter coordinates to resize the box.
From the Font Size drop-down list, select a signature font size.
To change the signer for this signature box, from the Signer drop-down list, select a new signer.
To make this signing element required, leave the Required box checked. Otherwise, uncheck this box.
If a text box, check box, or radio button has been set up for the selected signer on the current document, this signature box can be made dependent on one of those elements.
To change the signature box's element dependency, from the Field Enabled When drop-down list, select the appropriate signing element.
For the selected signing element, enter a qualifying value. For example, the screenshot below shows that the signature box will only appear when CheckBox0 is checked:
To cancel all changes made to the signature box, click Cancel.
To delete the signature box from the document, click Delete.
To save all changes made to the signature box, click Save.
Add Initials BoxAdd Initials Box
Click the initials box icon . An initials box is placed in the top-left corner of the document.
To reposition the initials box, click and drag the box.
To resize the initials box, hover your cursor over the bottom-right corner of the element. The cursor changes to a double arrow.
To edit the intials box, double-click the initials box. A new window appears.
In the Left and Top fields, enter coordinates to reposition the box.
In the Height and Width fields, enter coordinates to resize the box.
To change the signer for this intials box, from the Signer drop-down list, select a new signer.
To make this signing element required, leave the Required box checked. Otherwise, uncheck this box.
If a text box, check box, or radio button has been set up for the selected signer on the current document, this initials box can be made dependent on one of those elements.
To change the initials box's element dependency, from the Field Enabled When drop-down list, select the appropriate signing element.
For the selected signing element, enter a qualifying value. For example, the screenshot below shows that the initials box will only appear when CheckBox0 is checked:
To cancel all changes made to the initials box, click Cancel.
To delete the initials box from the document, click Delete.
To save all changes made to the initials box, click Save.
Click the date box icon . A date box is placed in the top-left corner of the document.
To reposition the date box, click and drag the box.
To resize the date box, hover your cursor over the bottom-right corner of the element. The cursor changes to a double arrow.
To edit the date box, double-click the date box. A new window appears.
In the Left and Top fields, enter coordinates to reposition the box.
In the Height and Width fields, enter coordinates to resize the box.
To change the signer for this date box, from the Signer drop-down list, select a new signer.
To make this signing element required, leave the Required box checked. Otherwise, uncheck this box.
If a text box, check box, or radio button has been set up for the selected signer on the current document, this date box can be made dependent on one of those elements.
To change the date box's element dependency, from the Field Enabled When drop-down list, select the appropriate signing element.
For the selected signing element, enter a qualifying value. For example, the screenshot below shows that the date box will only appear when CheckBox0 is checked:
To cancel all changes made to the date box, click Cancel.
To delete the date box from the document, click Delete.
To save all changes made to the date box, click Save.
Click the text box icon . A text box is placed in the top-left corner of the document.
To reposition the text box, click and drag the box.
To resize the text box, hover your cursor over the bottom-right corner of the element. The cursor changes to a double arrow.
To edit the text box, double-click the text box. A new window appears.
In the Left and Top fields, enter coordinates to reposition the box.
In the Height and Width fields, enter coordinates to resize the box.
To change the signer for this text box, from the Signer drop-down list, select a new signer.
If desired, select an index definition from the Select Index Def field. From the Select Field name, select an index field.
In the Field Name field, enter a name for the text box field.
If desired, in the Default Value field, enter a default value for the text box field.
To make this signing element required, leave the Required box checked. Otherwise, uncheck this box.
If a check box, radio button, or another text box has been set up for the selected signer on the current document, this text box can be made dependent on one of those elements.
To change the text box's element dependency, from the Field Enabled When drop-down list, select the appropriate signing element.
For the selected signing element, enter a qualifying value. For example, the screenshot below shows that the text box will only appear when CheckBox0 is checked:
To quickly change the text box to a user field, click the Switch to User Field button.
To cancel all changes made to the text box, click Cancel.
To clear the Select Field value, click Remove.
To delete the text box from the document, click Delete.
To save all changes made to the text box, click Save.
Click the check box icon . A check box is placed in the top-left corner of the document.
To reposition the check box, click and drag the box.
To resize the check box, hover your cursor over the bottom-right corner of the element. The cursor changes to a double arrow.
To edit the check box, double-click the check box. A new window appears.
In the Left and Top fields, enter coordinates to reposition the box.
In the Height and Width fields, enter coordinates to resize the box.
To change the signer for this check box, from the Signer drop-down list, select a new signer.
In the Field Name field, enter a name for the check box field.
In the Checked Value field, enter a value for the check box when checked (ex. "Y" for "yes" or "N" for "no").
In the Unchecked Value field, enter a value for the check box when unchecked (ex. "Y" for "yes" or "N" for "no").
From the Mark Type drop-down list, select a mark type for the check box.
To make this check box field checked by default, select the Checked by default box.
To make this signing element required, leave the Required box checked. Otherwise, uncheck this box.
If a radio button, text box, or another check box has been set up for the selected signer on the current document, this check box can be made dependent on one of those elements.
To change the check box's element dependency, from the Field Enabled When drop-down list, select the appropriate signing element.
For the selected signing element, enter a qualifying value. For example, the screenshot below shows that the check box will only appear when CheckBox1 is checked:
To cancel all changes made to the check box, click Cancel.
To delete the check box from the document, click Delete.
To save all changes made to the check box, click Save.
Add Radio ButtonAdd Radio Button
Click the radio button icon . A radio button is placed in the top-left corner of the document.
To reposition the radio button, click and drag the button.
To resize the radio button, hover your cursor over the bottom-right corner of the element. The cursor changes to a double arrow.
To edit the radio button, double-click the radio button. A new window appears.
In the Left and Top fields, enter coordinates to reposition the button.
In the Height and Width fields, enter coordinates to resize the button.
To change the signer for this radio box, from the Signer drop-down list, select a new signer.
In the Field Name field, enter a name for the check box field.
From the Mark Type drop-down list, select a mark type for the radio button.
In the Selected Value field, enter a selected value for the radio button field.
To make this radio button field selected by default, check the Selected by default box.
To make this signing element required, leave the Required box checked. Otherwise, uncheck this box.
If a text box, check box, or another set of radio buttons has been set up for the selected signer on the current document, this radio button can be made dependent on one of those elements.
To change the radio button's element dependency, from the Field Enabled When drop-down list, select the appropriate signing element.
For the selected signing element, enter a qualifying value. For example, the screenshot below shows that the radio button will only appear when CheckBox0 is checked:
To cancel all changes made to the radio button, click Cancel.
To delete the radio button from the document, click Delete.
To save all changes made to the radio button, click Save.
Add User Field – Text BoxAdd User Field – Text Box
Click the user field icon . From the drop-down list that appears, select Text Field. A user text field is placed in the top-left corner of the document.
To reposition the user text field, click and drag the field.
To resize the user field, hover your cursor over the bottom-right corner of the element. The cursor changes to a double arrow.
To edit the user text field, double-click the user field. A new window appears.
In the Left and Top fields, enter coordinates to reposition the user text field.
In the Height and Width fields, enter coordinates to resize the user text field.
In the Field Name field, enter a one-word field name.
In the Value field, enter a value for the user text field.
To make this signing element required, check the Required box. Otherwise, leave this box unchecked.
To quickly change the user text field to a signer text field, click the Switch to Text Field button.
To cancel all changes made to the user text field, click Cancel.
To delete the user text field from the document, click Delete.
To save all changes made to the user text field, click Save.
Add User Field – Check BoxAdd User Field – Check Box
Click the user field icon . From the drop-down list that appears, select Check Box. A user check box is placed in the top-left corner of the document.
To reposition the user check box, click and drag the box.
To resize the user check box, hover your cursor over the bottom-right corner of the element. The cursor changes to a double arrow.
To edit the user check box, double-click the user check box. A new window appears.
In the Left and Top fields, enter coordinates to reposition the box.
In the Height and Width fields, enter coordinates to resize the box.
In the Field Name field, enter a name for the user check box.
In the Checked Value field, enter a value for the user check box when checked (ex. "Y" for "yes" or "N" for "no").
In the Unchecked Value field, enter a value for the user check box when unchecked (ex. "Y" for "yes" or "N" for "no").
From the Mark Type drop-down list, select a mark type for the user check box.
To add a mark to this user check box, check the Checked box.
To cancel all changes made to the user check box, click Cancel.
To delete the user check box from the document, click Delete.
To save all changes made to the user check box, click Save.
- When all desired signing elements have been added to the document, click Next to continue to the Sharing screen.