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Instanet Mark Up a Document in a Signing

Add signing fields to your documents to enable you to send them to participants for signing. Add markups, such as highlighting to indicate key portions of each document, or to cross out unnecessary information.

Signing fields and markups are added on a participant-by-participant basis. Participants only see the fields and markups that are associated with themselves when they access the signing. As such, it is important to always be aware of which participant you have selected when placing the fields on your documents.

Note: Each signing must include at least one signing field for each participant before you can send the signing.

In this article

Before you begin

You require an existing signing with the DRAFT status.

Add a signing field or markup to a document

  1. Do one of the following:
    • If you are a Transactions (TransactionDesk Edition) user, navigate to Signings and click the name of the signing containing the document you need to add signing fields or markups to.
    • If you are an Authentisign user, in the header bar, navigate to SIGNINGS, then click edit Edit icon. next to the signing in the list of signings containing the document you need to add signing fields or markups to.
      Note: The signing must be in the DRAFT status.

    The Authentisign create signing page opens.

    Create signing page.

  2. In the toolbar, click TOOLS.
    The Signing Tools panel opens and displays a list of signing fields and markups you can add to the document.
    Signing tools panel open.
  3. Use the participant dropdown to select the participant you need to place the signing field or markup for.
    Signing tools panel participant dropdown.
    Note: Select All Signers from the dropdown when adding a SIGN HERE or INITIALS signing field to add the field for all Remote signer-type participants in your list with a single click.
  4. Do any of the following in the Signer Actions and Signer Fields sections if you need to add a signing field or call to action to the document:
    • Drag and drop the field from the Signing Tools panel on to the document in the main area to place the field.

      Animation of dragging and dropping a signing field into a document.

    • Click the field you need to add.
      Note: The field is always added to the top left corner of the current page using this method.

    The field is added to the document.

    Notes:

    • See the Signing tools section below for instructions on how to use each field and the available options to customize each one.
    • You can move a field after you place it by dragging and dropping it on the document.
    • If a field is placed partially on the document, it is automatically moved completely onto the document.
    • You can delete a field at any time by clicking the field and pressing the Delete key on your keyboard or clicking delete Delete signing field icon..
  5. Do the following in the Markup section if you need to add a markup field to the document:
    1. Click the markup you need to add to the document.
    2. In the main area, drag and drop the area of the markup you need to create.

      Animation of dragging and dropping a markup field into a document.

    The markup is added to the document.

    Notes:

    • See the Signing tools section for instructions on how to use each field and the available options to customize each one.
    • You can move a markup after you place it by dragging and dropping it on the document.
    • If a markup is placed partially on the document, it is automatically moved completely onto the document.
    • You can delete a markup at any time by clicking the markup and pressing the Delete key on your keyboard, or by clicking a field and then clicking delete Delete signing field icon..
  6. If you need to resize a field or markup, click the item and then drag and drop a corner of the field or markup to the correct size.

    Animation of dragging and dropping a signing field to resize it.

  7. If you need to adjust the fine details of the field, do the following:
    1. Click the field you need to adjust on the document.
      The Signing Tools panel expands to display additional options.
      Signing tools panel expanded to display field specific options.
    2. Use the available options in the Signing Tools panel to adjust the properties of the field. For example, if you need to add a date or time stamp to a signature field, you can click the signature field, and then click the Date Stamp and Time Stamp options in the Signing Tools panel to on.
      Note: See the Signing Tools section below for a list of the available options for each signing field.

Signing tools

Note: For each signing field or markup, you can right click on an existing field and select Copy to copy the field, and then right click on the location you need to paste and click Paste to paste it.

Tool Name Effect How to Use Tool Options
SIGN HERE

Sign Here signing field in the Signing tools panel.

Creates a field for participants to add their electronic signature.

Sign Here signing field on a document page.

Drag and drop or single click to add to the document.

Drag and drop to manually resize.

-Size/scale

-Whether it is required or optional

-Whether to include a name block (useful if user draws instead of types their electronic signature and initials)

-Whether to include a date stamp
Note: You can click the date stamp to set up settings for it separately.

-Whether to include a time stamp

Note: You can click the time stamp to set up settings for it separately.

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

INITIALS

Initials signing field in the Signing Tools panel.

Creates a field for participants to add their electronic initials.

Initials signing field on a document page.

Drag and drop or single click to add to the document.

Drag and drop to manually resize.

-Size/scale

-Whether it is required or optional

-Whether to include a name block (useful if the user draws instead of types their electronic signature and initials)

-Whether to include a date stamp

-Whether to include a time stamp

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

TEXT LINE

Text line signing field in the Signing Tools panel.

Creates a text box for participants to type a response in.

Single line text line signing field on a document.

You can also create a multi-line variant to enable participants to write paragraph-style answers.

Multi line text line signing field on a document.

Drag and drop or single click to add to the document.

Drag and drop to manually resize.

-Character limit

-Tooltip text (provides guidance as to what participant should type in the field)

-Whether it is required or optional

-Transparent background

-Single or multi-line field

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

CHECKBOX

Checkbox signing field in the Signing Tools panel.

Creates a checkbox for participants to select an option.

Checkbox signing field on a document.

Drag and drop or single click to add to the document.

Drag and drop to manually resize.

-Size/scale

-Whether it is required or optional

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

INITIAL PAGES

Initial pages signing field in the Signing Tools panel.

Adds initials in the same place across one or more documents for one or more participants.

Initial pages signing field on a document.

Click to add to the document.

Use the menu options to determine its size and position.

-Initial size (large, medium, small)

-Page alignment (left, center, right)

-Initial placement (top, bottom)

-Select signer(s)

-Select document(s)

-Size/scale

-Whether the field is required or optional

-Whether to include a name block (useful if user draws instead of types their electronic signature and initials)

-Whether to include a date stamp

-Whether to include a time stamp
-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

INITIAL CHOICE

Initial choice signing field in the Signing Tools panel.

Creates multiple initial fields if participants have a choice of multiple options to initial.

Initial choice signing field on a document.

Drag and drop or single click to add to the document.

Drag and drop to manually resize.

-Size/scale

-Save your settings for this field as the default

-Delete the field

RADIO CHOICE

Radio choice signing field in the Signing Tools panel.

Creates a pair of radio buttons for participants to select a single option from a list.

Radio choice signing field on a document.

Drag and drop or single click to add to the document.

Drag and drop to manually resize.

-Size/scale

-Save your settings for this field as the default

-Delete the field

DROPDOWN

Dropdown markup in the signing tools panel.

 

Creates a dropdown menu that you can fill with any options you need for signers to select from.

Dropdown markup on a document.

Drag and drop or single click to add to the document.

Drag and drop to manually resize.

Use the field options panel to add any selections you need to the dropdown.

-Size/scale

-Tooltip text (what users see when they hover the cursor over your dropdown)

-Define options (the options that are available in the dropdown for users to choose from)

-Default dropdown option

-Whether the field is required or optional

-Transparent background

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

FULL NAME

Full name markup in the Signing Tools panel.

Adds the selected participant’s first, middle, and last name to the document, based on the information provided in the SIGNERS menu in the signing.

Full name markup on a document.

Drag and drop or single click to add to the document.

Drag and drop to manually resize.

-Size/scale

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

EMAIL ADDRESS

Email address markup in the Signing Tools panel.

Adds the selected participant’s email address to the document, based on the information provided in the SIGNERS menu in the signing.

Email address markup on a document.

Drag and drop or single click to add to the document.

Drag and drop to manually resize.

-Size/scale

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

AUTO DATE

Auto date markup in the Signing Tools panel.

Adds the current date (of the signing) automatically to the document.

Auto date markup on a document.

Drag and drop or single click to add to the document.

Drag and drop to manually resize.

-Size/scale

-Date format

-Transparent background

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

AUTO TIME

Auto time markup in the Signing Tools panel.

Adds the current time (of the signing) automatically to the document.

Auto time markup on a document.

Drag and drop or single click to add to the document.

Drag and drop to manually resize.

-Size/scale

-Time format

-Transparent background

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

TEXT BOX

Text box markup in the Signing Tools panel.

Adds a text box that you can fill with additional text not found in the document itself.

Text box markup on a document.

Click and then drag and drop the field size on the document.

Type the text you need in the field area you create.

Drag and drop to manually resize.

-Font size

-Text color

-Font type

-Text alignment, such as left or right

-Bold

-Italic

-Transparent background

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

HIGHLIGHT

Highlight markup in the Signing Tools panel.

Adds a colored, semi-transparent box to the document that you can use to indicate important areas.

Highlight markup on a document.

Click and then drag and drop the field size on the document.

Drag and drop to manually resize.

-Highlighter color

-Highlighter opacity (transparency)

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

LINE

Line markup in the Signing Tools panel.

Adds a line to the document that you can use to underline portions of the document.

Line markup on a document.

Click and then drag and drop the field size on the document.

Drag and drop to manually resize.

-Line color

-Line width

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

FREEHAND

Freehand markup in the Signing Tools panel.

Enables you to draw a single, continuous line in any direction to highlight or cross out portions of the document.

Freehand markup on a document.

Click and then drag and drop the field size on the document.

Drag and drop to manually resize.

-Line color

-Line width

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

STRIKETHROUGH

Strike through markup in the signing tools panel.

Adds a line to the document that you can use to underline or cross out portions of the document.

Strike through markup on a document.

Click and then drag and drop the field size on the document.

Drag and drop to manually resize.

-Line color

-Line width

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

ELLIPSE

Ellipse markup in the signing tools panel.

Enables you to draw a circle on the document.

Ellipse markup on a document.

Click and then drag and drop the field size on the document.

Drag and drop to manually resize.

-Line color

-Save your settings for this field as the default

-Copy the field

-Duplicate the field

-Delete the field

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