Finalize the Document: Once you’ve placed all the required fields and clicked ‘Complete’ to finalize your e-signing setup.
But you need to adjust the added fields? Here’s How:
If you’ve already uploaded your signable file but realized you need to modify the fields for your signers, follow these steps to make changes easily:
1. Click on the top (…) menu besides the 'Create Link' button for your signable document to reveal the available options for editing before sharing via a side drawer.
2. From the menu, select 'Edit Signing Document.'
3. Once selected, the side drawer will reappear, allowing you to access your document. Here, you can easily modify the existing fields—move, resize, or even add new ones—before finalizing and sharing it with your signers.
This way, you have complete flexibility to ensure everything is correctly positioned for your recipients.
Note: Once a shareable link is generated for your signable document, the fields cannot be edited or customized. Be sure to finalize any changes by using the 'Edit Signing Document' option before clicking the 'Create Link' button to generate your shareable link.
This ensures all fields are correctly placed before sharing.