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Adding Signatures with Digital Ink 2.0 (Powered by Authentisign) (zipForm Edition)

Summary

Describes how to add signing fields to a signing using Digital Ink 2.0 (powered by Authentisign).

Context

In step 3 of the e-sign creation process, you add markers indicating where each signer needs to act on each document or form and then send the packet. 

You can add the following information to a document or form during this step:

Option Description Action Required by the Signing Party
Adds an e-signature field to the document or form.

Signers must double click the field to add their e-signature to the form or document. 

Note: The signer must sign the field to successfully complete the signing.

Adds an e-signature field to the document or form.

Signers must double click the field to add their e-signature to the form or document. 

Note: The signer has the option of signing the field, but it does not impact their ability to successfully complete the signing.

Adds an electronic initial field to the document or form.

Signers must double click the field to add their initials to the form or document.

Note: The signer must add their initials to successfully complete the signing.

Adds an electronic initial field to the document or form.

Signers must double click the field to add their initials to the form or document.

Note: The signer has the option of adding their initials, but it does not impact their ability to successfully complete the signing.

Adds multiple checkboxes to indicate initialling to the document or form. Signers must click the checkbox.
Adds a checkbox to the document or form.

Signers must click the checkbox.

Note: The signer must check the box to successfully complete the signing.

Adds a checkbox to the document or form.

Signers must click the checkbox.

Note: The signer has the option of clicking the checkbox, but it does not impact their ability to successfully complete the signing.

Adds a radio button to the document or form. Signers must click the radio button.
Adds a date stamp field to the document or form. Signers must double click the field to add the current date to the document or form.
Adds the selected signer’s first, middle, and last name to the document or form. No action required.
Adds an initial box for the current signer to all pages of the document or form. Signers must double click the field to add their initials to the document or form.
Adds a text box with space for a single line of text to the document or form. Signers can type a short response or note in this field.

Adds a text box with space for multiple lines of text to the document or form.

Note: This function is typically used to pre-fill blank spaces on a form, or to indicate what signers should type in a single line text box.

This is a markup tool for the user creating the signing. No action required on the part of the signer.

Enables you to draw freely on the document or form.

Note: This function is typically used to indicate or cross out an irregularly shaped area on the document or form.

This is a markup tool for the user creating the signing. No action required on the part of the signer.

Enables you to draw a circular area on a document or form.

Note: This function is typically used to draw attention to a circular area of a document or form.

This is a markup tool for the user creating the signing. No action required on the part of the signer.

Enables you to draw a rectangular area on a document or form.

Note: This function is typically used to draw attention to a rectangular area of a document or form.

This is a markup tool for the user creating the signing. No action required on the part of the signer.

Enables you to draw a rectangular area on a document or form.

Note: This function is typically used to draw attention to a particular passage of text on a document or form.

This is a markup tool for the user creating the signing. No action required on the part of the signer.

Enables you to draw a line on a document or form.

Note: This function is typically used to underline or cross out information on a document or form.

This is a markup tool for the user creating the signing. No action required on the part of the signer.

Before You Begin

Required: Valid Digital Ink 2.0 (powered by Authentisign) account and/or available Digital Ink credits, existing document or form, existing signing party, valid email address

Optional:

Steps

To add signing fields to a document or form using Authentisign, do the following in step 3: add signatures:

  1. Use the signer dropdown to select the party you need to set up the signing fields for
    Note: You set up the signing fields one party at a time in this step
  2. Click Drag & Drop and use the existing menu options to drag and drop signing fields and other information into the document or form for the selected signing party
  3. Optional: Click Markup and use the existing menu options to make updates to the document or form text, or indicate important areas of the document or form
  4. Optional: Click ZOOM and use the existing menu options to increase or decrease the size of the document or form as it appears on the page
  5. Optional: Click Page to and use the existing menu options to select the document or form and the page of the document or form you need to work on
  6. Optional: To remove all the information you added to the document or form, navigate to Options > Clear
  7. Optional: To print or download the document as a PDF with all the added information, navigate to Options > Print/Download and select a destination for the downloaded file on your device’s storage
  8. Optional: If you need to save your work and return to finish it at a later date, click SAVE
  9. Click SEND
    Note: You must add at least one signing field to each document for each party before you can continue

    The Finalize Signing Setup popup opens
  10. Optional: Click Customize Invitation Email(s) Subject and Text to update the email address of a signer, or to add a more personalized email subject line and body text for the e-sign packet email
  11. Click Send Invitations to send the e-sign packet to the specified parties
    The e-sign packet is sent to the email addresses of the specified parties

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