Merge Signatory Adjustment with airSlate SignNow

Insert fields, Create team documents and Sign

so what our merge fields well it's pretty simple they're basically just a way of pre filling a template so that when you send it to a new person every single time you can personalize it to them with say their name or a day or whatever you need to add to it so what you need to do you come to your dashboard like this you go to templates click on the template that you want to add the merge field to so that's going this way you go and edit and then you drag in the field that you would like to pre-fill okay all you have to do now so you click on the field that you want to add a merge field for make sure you've got the right party selected so that when you come to send it as a new envelope make sure that you're selected on the signer or else you won't get the drop down for merge fields so if you click on a sign here where it says merge fields you can add your own merge fields so let's add in issued by click this plus button here and there we go we can see now that this has come up as a merge field and now when we want to come back to this if we want to add this merge field the same merge field to a new template in the future then we can or you can choose from one of these here now you don't need to click anything else you can see this little tick and it's highlighted in blue that's all you need press the cross at the top now this is all set up let's go back let's go to dashboard new envelope and now let's click on the template that we've just set up next step go on the merge fields drop down here if you add yourself first or I'd whoever you want to first just as we've said in the beginners video if you haven't watched that go watch that now is the you know how to set up your document ready to send you can see here you've got your merge fields go on signer so now what we're going to do is we're gonna go next step and now you can see that we've got our merge fields just here and all you have to do is just fill this in now choose the name for your envelope you don't need to look at anything else just send there we go and here it is it's come through and then you scroll down and here's the merge field so this is a really really simple easy way of personalizing documents without having to go and bring it into word or bring it into Google Docs or whatever you use and changing the core document itself you can do this all through the sign of wall platform just upload it...