Adding signature lines to a document template

Owned by Support (Unlicensed)
Jun 15, 2021
2 min read

If you would like to add to the number of signature lines on your document template, you will need to edit the template and add field codes for additional signature.

Instructions

To add field codes for signer/approver name:

  1. Select ‘Approvers’ and enter approval number in the field lookup. This is for the order of signatures. (ie first approver will have a '1' entered in the field lookup.)

  2. Then select ‘Approver’ from the table selection.

 

3. Click on the ‘+' to add to the document.

4. Select 'First Name’ then click on the '+’ to add to the document.

5. Select ‘Last Name’ and then click on the '+' to add to the document.

 

 

To add a field code for the signature date:

  1. Select ‘Approvers’ (or select breadcrumbs to get back to this step).

  2. In the Field drop down, select ‘Obtained’.

  3. For the Date Format, entering ‘LL/dd/yyyy’ will then only show the month, day and year for the signature, and leave out the time. Other options can be entered using the link in the instructions.

  4. Enter approval step number in the field lookup.

  5. Last, click on '+' to add the field to the document.