Populate Digisign Template with airSlate SignNow
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Your step-by-step guide — populate digisign template
Using airSlate SignNow’s eSignature any business can increase signature workflows and eSign in real-time, supplying a greater experience to consumers and staff members. populate digsignNow template in a few easy steps. Our mobile apps make operating on the move feasible, even while offline! eSign documents from any place worldwide and close up deals quicker.
Keep to the stepwise instruction to populate digsignNow template:
- Log on to your airSlate SignNow account.
- Locate your document within your folders or import a new one.
- the template and edit content using the Tools menu.
- Drag & drop fillable fields, add textual content and sign it.
- Include several signers by emails and set up the signing order.
- Indicate which users will receive an completed copy.
- Use Advanced Options to restrict access to the template add an expiry date.
- Press Save and Close when finished.
In addition, there are more advanced capabilities accessible to populate digsignNow template. List users to your collaborative workspace, browse teams, and track cooperation. Millions of people all over the US and Europe recognize that a solution that brings people together in a single cohesive workspace, is exactly what companies need to keep workflows performing smoothly. The airSlate SignNow REST API allows you to embed eSignatures into your app, internet site, CRM or cloud. Check out airSlate SignNow and get quicker, smoother and overall more productive eSignature workflows!
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Populate digisign template
in this video I will show you how to set up DocuSign Auto place so that it knows exactly what you wants your feels to be no matter what the document is your sending is hey there its okie on here welcome back to this channel as you know I'm a jockey sonic spirit who helps businesses implement digital signature and workflow donation solutions and today I'm about to show you how you can teach taki sign where you want feels to be without you having to replace them every time manually there might be times where in the documents that you're sending or a little shorter or longer than the documents that you have saved in the templates your fields won't be positioned exactly where you want them to be for that specific situation so you'll end up having to reposition them manually one after the other instead of doing this you can teach DocuSign where you want your fields to be so that DocuSign will reposition the fields exactly where they should be to do this we need to set up a feature called Auto place let's get into it okay so let's say that I'm a headshot manager and I want to send a letter of offer to a new candidate I'm gonna show you first what the document in the template looks like as you can see it's only in one page and we've got the acceptance part here at the bottom now this is the one that saved in the template but let's just say that the one that I want to send contains the job description okay and actually let's just add a few lines I'm gonna say this in uploaded into DocuSign so I can new sent an envelope upload net of offer okay so here DocuSign has found a match so it's trying to help me by applying the workflow as well as the field so let's just click on the fly next and here if I scroll down what happens is I've got my field in the wrong spot they should be here really so now what I need to do is go back to the template and set up auto place so that the fields will actually automatically be placed here and always in the right spot no matter how short or how long the document gets let's just cancel that one go to your template and do edit okay and so from here I need to look for a certain word or string of words that I can use as an anchor so I could potentially use director Human Resources just here but the problem with this is if I or someone ever wants to change the length that there is between the word candidate and the name of the company will have the same problem so what I like to do is go back to the source document and add a string of words that I can hide by making it white in the document and I try to make it as close as I can to the actual fields basically in a spot that I know will never ever change so let I'll show you what I mean so in a word document here I could add some kind of text just right here and I could actually write kind of text if I want to because I know that no one will ever want to write something here so it doesn't really matter if I play something here and I make it white so that then DocuSign will be able to pick it up and so I can set up our place on this but not the actual people who will receive the document and sign it so now that I've changed my word document template I need to upload this into my template in DocuSign so swap around the document is saved in the templates so I'm going to save this and now go back to the DocuSign and replace the document that is saved in the templates oh I'm not sending a new envelope I'm just editing the template and so the way to do this is I click just right here replace and then I select my word document which now contains the anchor text so now that I'm back in the template and I've got my I've swapped around the source document I can set up my other place on my field all right so let's start with the signature field for the candidate so drag and drop your field then go to location and there's a setup button just under other place just paste the text I'll just enter the text and click apply so DocuSign knows that it text in white is just right here even if we can't see it ourselves now I just need to place it exactly where I want it to be an DocuSign now knows that this field needs to be a hundred twenty-eight pixels from the left and two hundred and sixteen pixels from the top of the string of words that i've just used as an anchor so i'm just going to do this for all my fields okay now let's just save and close now if I go back to my word document and let's just say I had another 3 pages you can see that the acceptance part is now on what is the 4th on the third page so let's close this and I'm going to call it so that you can see I'm not cheating let off offer 3 and I'm going to upload this into DocuSign as if I was sending a new envelope so I go new send an envelope I'm gonna upload the last version of the file that I've created with you now so let offer three and I should have a match with template that I've just updated before great that's actually the second one not the first one click on apply and next now my field should only be on the third page let's see if that's worked not on the first second and there you go the fields are exactly where we want them to be and that's how you set up with a place and that's how you tell DocuSign what you want your fields to be I upload this kind of content on weekly basis so if you want to be notified of the next videos make sure that you hit the subscribe button if you want to explore my consulting options you can use the link in the description of this video and I will see you in the next lesson [Music]
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