PrizmDoc
Checklist & Toolbars

This section covers the following features:

Example of a Form in the E-signature Viewer

The following example shows a form displayed in the main e-signature viewer:

Form Name

The following example shows the Form Name:

Checklist

The following example shows the Checklist Icon:

 

  1. When you click on the Checklist icon, the Checklist expands:

  1. When you fill out a required field, the red star turns to a green check mark. When you fill out an optional field, the grey circle also becomes a green check mark:

Zoom In / Zoom Out

The following example shows the Zoom In / Zoom Out Toolbar: 

Page Navigation

The following example shows the Page Navigation Toolbar:

Example of a Required Field

The following example shows a field with a red star which indicates that it must be filled out:

Required Checkboxes will not have a red star next to them on the form, but they will display in the Checklist as required.

Example of an Optional Field

The following example shows two checkboxes that are optional and can be left blank:

Progress Bar

The following examples show the different stages of the progress bar:

 

If you exit a form without filling in all the fields, a message appears, "Confirm Navigation - Warning: You have made changes, download before continuing. Are you sure you want to leave this page?" Click 'Leave this Page' to exit without downloading changes or click 'Stay on this Page' to fill out the remaining fields and download your changes.

Download Signed Form

The following examples show the Download Signed form button:

The Download Signed Form button remains inactive until you fill out all the required fields.

 

 


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