How To eSignature Utah Plumbing Presentation
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Templatize frequently used documents to save time and reduce the risk of common errors when sending out copies for signing.
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Frequently asked questions
How do i add an electronic signature to a word document?
When a client enters information (such as a password) into the online form on , the information is encrypted so the client cannot see it. An authorized representative for the client, called a "Doe Representative," must enter the information into the "Signature" field to complete the signature.
How to sign a pdf on the phone?
- A: Just make sure to type the numbers exactly like they appear in the pdf you are signing. (eg. 045)
Why should I have a "signature file" with every file? How does this work? - A: Just make sure to use a signature file when you are signing your own pdfs and when you are signing your clients' files. The signature file is a text file that you need to download before you upload your client's files. The signature file is just a zip file of the PDFs in the document and it contains the public keys for all your clients' keys in case you ever need to sign the same pdf again.
How do I use the "Add to Signatures" feature? - A: Just click on the "Add to Signatures" box on the toolbar, and your client's pdf will be added to all the signatures you are signing.
My signature file is missing something. What should I do? - A: Make sure to add all the required fields of your signature file to the description in your signature file. It is recommended to add the "public key" as well. If you do not do this, the signature file can not be used with your clients. When you make the changes, you will receive a notification that the signature file has been updated.
My signature is incorrect! Where should I put it? - A: Make sure you type in all the fields exactly as they appear in the file you are signing. The descriptions of the fields are in the signature file. Please make sure your signatures are not too long, because the signature file can not be used with your clients. To sign your clients'...
How to esign documents with a pin?
(and how do I actually pin documents? )
The key here is that you must be able to create a pin for all documents in the database. You must ensure that this pin cannot be removed from the database, and you must create a document that has the correct pin type.
Note that this is very much similar to what is happening with Microsoft Word 2007 and the Office 2007 Word Services (WSS), as these tools have an option that allows you to change the document's content and pin type. For an even more complete explanation of how these tools work, check out the MSDN documentation on Pinning Documents with the Word Services.
How do I change the document's pin type?
As with creating a document, you need to create a document that has the correct pin type. This can be accomplished in two ways: either by right-clicks, or using the Pin tab of the ribbon.
The easiest way to create a pin that does not have a pin type is to right-click an existing pin, and click Pin to Document Type. This will open the Pin tab of the ribbon, allowing you to specify the Pin Type to which the document will be pinned. You are presented with a list of all the available pin types, as well as all the different types of Document Types. You want to choose the Document type that you would like to use for your document. The Pin Tab also lists the available pin properties.
Once you enter the new pin type, all changes will be applied, and the pin will appear in the document. It will also be possible to change the pin type...
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