Using the Designer

You cannot add fields to the Disclosures and Consent form automatically added to a transaction. When you view this document in designer mode, you will see the "Accept Only" box is checked and no further fields are available. The recipients will have to check Accept to view the rest of the transaction documents.

If the list of supported languages has been limited and a template or one of the transaction's recipients has an unsupported language the user will not be able to access the Designer page. An error will be displayed that reads The language defined for this template and/or one of the recipients is no longer supported by your administrator. Please select a different language.

When accessing the Designer page directly (via URL or iframe), if the Template language or the language of any of its recipients is now unsupported, a warning will be displayed informing the user that the language is unsupported and should be changed. The warning reads "The language defined for this template and/or one of the recipients is no longer supported by your administrator. Please select a different language."

Preparing a Document

If a transaction is screen-reader accessible, the Prepare Transaction page will be read-only. That is, no one can: (1) add, modify or remove signatures or fields; (2) specify the documents as Accept Only; (3) apply layouts to the documents.

To prepare a document for signing:

1. Make the document "active" by doing any of the following:

   • Click the <Document Name> in the DOCUMENTS section.

   • Scroll through its pages.

   • Click anywhere in the document in the Designer section.

2. If you want to perform any of the following preliminary actions, display their icons by hovering your mouse over the document in the Designer section. A menu bar with these buttons will appear at the top of the document:

   • Zoom in or Zoom out of the document.

   • Page Number: Click the page number to go to the previous or next page, or to a specific page number.

   • Clear All: Removes all fields from the active document, if fields have been added.

3. To add a field to the document (e.g., a signature field), drag and drop it onto the document from the FIELDS section.

4. To align multiple fields to keep them neat and consistent, press the keyboard SHIFT button and left-click to select multiple fields. Use the menu at the top of the document to align the fields to the top, bottom, left, or right.

Field Properties

• Fields can be dropped onto multiple pages of the active document, but cannot be dropped onto a different document.

• Dropped fields can be re-sized by dragging the handles on the corners of the field.

• Clicking a field will open the Field Settings pane, which displays the field's modifiable properties.

For more information on the types of fields that can be added to a document, see Adding fields to a document.

Configuring Document Visibility

By default, during a Signer Experience all recipients can view all documents in a transaction.

The Document Visibility feature provides greater flexibility by enabling senders to control which recipients can view specific documents in a transaction during a Signer Experience.

This can save recipients from having to process documents they don’t need to see, and it can ensure that documents with sensitive information are viewed only by their intended recipients.

Rules for Hidden Documents

• If a recipient has a signature on a document, that document cannot be hidden from the recipient.

• If there is a signature on a document for a recipient, the Electronic Disclosures and Signatures Consent page cannot be hidden.

• Documents cannot be hidden for group recipients or for notary recipients.

By default, adding a recipient to a transaction will give that recipient visibility to all documents. As a best practice, we recommend that you set document visibility after all documents and recipients have been added to the transaction. If you need to add a recipient after you have set document visibility, be sure to verify the document visibility of the recipient you have just added.

To specify the documents that recipients can view:

1. From the menu of the Transaction page, click the Document Visibility icon ( ). The Document Visibility page displays a drop-down list of Documents and a checklist of recipients who are part of the transaction. .

2. For each document, select the recipients that should have visibility.

3. Click Save.

Users who are required to sign a document can not have document visibility removed.

Video Tutorial