Mark Up a Document in a Signing in Authentisign

Context

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.

As the creator of the signing, you have the option to sign your documents before sending, in order to speed up the signing process. You can do this by creating signing fields for "Myself" in the TOOLS panel. As you place each signing field, you are prompted to sign it.

Note: this option only applies to signing fields that you manually place, as opposed to those that are placed automatically as the result of applying a layout. If you need to sign layout fields, you must still add yourself as a signer-type participant and complete the signing after it is sent out, as per usual.

In this article

• Add a signing field or markup to a document
• Signing tools

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:
   • In Transactions (TransactionDesk Edition), navigate to Signings and click the name of the signing containing the document you need to add signing fields or markups to.
   • Start a signing with the Forms or Documents from their respective locations on the right of an existing Transaction.

   The create signing page opens.

   

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.
   
3. Use the participant dropdown to select the participant you need to place the signing field or markup for.
   
   Notes:
   • Select Myself from the dropdown when adding a SIGN HERE or INITIALS signing field to sign the document before you send it to participants.
   • 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.
     
     
      
   • 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.
   If you selected Myself as the participant, then the Participant Acknowledgement popup opens.

   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 
5. If you selected Myself as the participant and need to sign the document before you send it, do the following after placing the first signing field:
   1. In the Participant Acknowledgement popup, click I ACCEPT.
   2. Create your digital signature.  See "Set Up Your Electronic Signature for E-Signing (New Authentisign)" for instructions.
      The field is placed and legally e-signed.
      Note: You only need to accept the Participant Acknowledgement and create your digital signature for the first signing field you place for the Myself participant.  After that, any SIGN HERE or INITIALS fields you place are immediately signed.
6. 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.
      
      
       

   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 .
7. 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.
   
   
    
8. 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.
      
   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	Creates a field for participants to add their electronic signature.	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	Creates a field for participants to add their electronic initials.	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	Creates a text box for participants to type a response in. You can also create a multi-line variant to enable participants to write paragraph-style answers.	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	Creates a checkbox for participants to select an option.	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	Adds initials in the same place across one or more documents for one or more participants.	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	Creates multiple initial fields if participants have a choice of multiple options to initial.	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	Creates a pair of radio buttons for participants to select a single option from a list.	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	Creates a dropdown menu that you can fill with any options you need for signers to select from.	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	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.	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	Adds the selected participant's email address to the document, based on the information provided in the SIGNERS menu in the signing.	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	Adds the current date (of the signing) automatically to the 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	Adds the current time (of the signing) automatically to the 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	Adds a text box that you can fill with additional text not found in the document itself.	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	Adds a colored, semi-transparent box to the document that you can use to indicate important areas.	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	Adds a line to the document that you can use to underline portions of the 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	Enables you to draw a single, continuous line in any direction to highlight or cross out portions of the 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	Adds a line to the document that you can use to underline or cross out portions of the 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	Enables you to draw a circle on the 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

Source: https://lonewolf.my.site.com/s/article/AS2-Mark-Up-a-Document-in-a-Signing