Comments are available under the E-Signature menu. You can add, edit or delete a comment for the following eSignatures: Freehand, Text and Place Date.
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When in Horizontal Layout Mode, comments are not supported in the Viewing Client. |
The following example shows comments displayed in the Viewing Client:
Note that you can hide or show the comments by clicking on the Comments Panel icon located in the upper right-hand corner of the Viewing Client:
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To Add a Comment to an E-Signature
This section uses the Place Date E-Signature as an example. You can also add comments to the Freehand and Text eSignatures.
- Select the Place Date E-Signature you want to use and draw it on the document:
- Click on the Date and the comment box appears to the right:
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- Click on the Comment icon in the comment box. A text box displays:
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- Type in your comment and click Done.
To Add a Comment to an Existing E-Signature
- Click on an existing E-Signature. A context menu displays to the right of the document:
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- Select the Comment icon. A text box displays to the right of the document:
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- Type in your comment and click Done.
To Edit a Comment
- Click on an existing E-Signature. The comment box displays to the right of the document:
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- Hover over the context menu on the comment box. Click on the Pen icon:
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- Make your edits to the comment and click Done.
To Delete a Comment
- Click on an existing E-Signature. The comment box displays to the right of the document:
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- Hover over the context menu on the comment box:
- Click on the Trash icon to delete the comment.