Mark a signature block

Specify the area in the PDF document where you want to collect the signatures of participants.

Before you begin

Role required: sn_doc.admin

Important: You can mark signatures only if you have defined participants and mapped users to those participants.

Procedure

1. Navigate to All > Document Template > All Document Templates.

2. Select the PDF document template you want to use.

3. Configure a PDF document template.

4. Create participants for a PDF document template.

5. Click Mark Signatures.

6. In the Mark Signature Blocks window:

   1. Click Add Field and select the area where you want to collect the signature of a participant.
   2. In the Name field, specify a name for the signature mapping record.
   3. In the Mapping list, select a user from the mapped participants.
   4. Click Save.

1. Click Submit.

   The signature mapping is added to the PDF Template Mappings section.