How to prepare a document for signing with DoxFlowy Sign

It's relatively simple to send a sign request with DoxFlowy Sign. To view that process in its entirety, please take a look at this article: https://doxflowy.freshdesk.com/support/solutions/articles/150000101873-how-to-use-doxflowy-sign-to-sign-documents

The focus of this article is how to use the signature editor to prepare your document for signatures. 

Once you've uploaded your document and finished choosing the options for signing and added the signatories, you'll be taken to the page below. 

You can start editing the document by clicking a field in the left menu of the document editor. It will be dropped on the page. 

You can also drag and drop options to specific places on the page. You'll get a notification that the field has been added successfully. 

Once the field has been successfully added, it's possible to make changes to the field. These changes include the size of the input field, who the field is mapped to, whether or not the field is required, and placeholder text. 

Signature fields are required by default.

You can take advantage of two ways to change who is responsible for filling out the information in a field. 

1. You can click the name of the person on top of the field. Once clicked a modal will open up that allows you to select the other signatories to the document. Select one of them and then click 'confirm change'

2. When you click the field, it'll open up a menu on the right-hand side. One of the tabs is labeled 'map fields'. Click on the signatory you want to be responsible for the field.  

The map fields section also allows you to include more signatories and set the signing order. 

Next to the map fields tab is the settings tab. When you click this, you'll come across multiple options to enhance the experience your signatories have and reduce confusion.

There are 4 options here: 

1. Field name. The field name is used internally and makes it possible to identify which field is selected. this comes in handy when you're integrating third-party tools and want to map specific fields before sending information.

2. Helper text. the helper text shows up when someone interacts with a field during the signing process. It can be used to explain the type of information they should put in the field. 

3. Placeholder. This option is used to change the text that's used to label the field. It's always visible and the viewer doesn't need to hover over it before it shows up. In the image below, the placeholder text has been changed from 'name' to 'your full name.' 

4. Required. The final setting, required, lets you decide whether the signatory needs to fill the field or not. As mentioned before, signature fields are required by default.

Under the input fields on the left-hand side of the screen, you can also customize the appearance of the font.

You can take advantage of a limited number of font styles and font options. Be careful when selecting font size because the automatic resizing will no longer change the font size so there may not be enough space for the signatory to fill the field properly.

Those are all the options available in the editor. All you need to do now is start adding your fields and adjusting them to meet your needs. 

Don't hesitate to reach out if you have any other questions.