Adding annotation fields to documents using the iOS app is easy and will set up the signature request document with predefined annotation fields.
If you'd like your signer to sign documents on a mobile browser, it is important to assign annotation fields to the signature request. Without assigned fields, the signer will need to sign from a computer.
How to add signers on the Signature Request?
Import the document you’d like to send and tap the Sign icon, choosing Request Signature.
Fill in the signer’s name and email to add them to the request.
At any given point, if you'd like to delete a signer, select the '–' option marked in a red circle left of the signer’s email and tap 'Delete'.
You can also change or specify the order of the signers by enabling "Set signing order" and setting the order by dragging the drag icon (three parallel lines).
If you do not need a specific signing order, then the option "Set signing order" can be disabled.
How to add and assign fields?
Once the signers are added, you can add fields to the document.
The fields that can be added are signature, initials, name, date, email, text, and checkbox fields.
Color coding is applied to the fields to differentiate the signers.
You can modify the signer's details by tapping on the kebab (three-dots) menu.
All fields are marked as “required” by default, except for checkboxes.
After placing the required fields, click next.
You can place these fields on a specfic location on each page individually.
Review and send
Review the document name as well as the singers' details, while also adding a note to the signers (optional).
Click on "Send" to send the document as a signature request.