This procedure can be used during the checkout process to add Sertifi signature locations to third-party paper or any document that does not already include signature location fields.
E-Signature tags will be passed to DocuSign or Sertifi to indicate signing locations for names, titles, dates, etc. within a document checked out for E-Signature.
Open the document (either Document Details or Document Preview).
Click the
button in the menu bar.Type the desired tag in the document.
Click
.
Complete steps of the Sending a Document for E-signature procedure above. You cannot proceed to the prefill step until you have at least one recipient.
Click the Prefill/Add Locations button.
NOTE: *IMPORTANT: You will not be able to make any changes in the Send Document for E-signature pop-up after you click this button, so enter all information first.
When the document opens in the Prefill/Add Locations page, select 1st signer from the drop-down in the Locations Tools panel on the left.
Scroll to the page on which you want to insert the signing location.
When you click on the field you want to add, it is placed in the top left corner of the page. Drag it to the desired location in the document. Repeat to place additional signing locations for the 1st Signer.
Repeat these steps for additional signers.
Click the button in the upper right to save your changes.
Click the button to exit and return to the Send Document for E-signature page.
Click the button.