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:
- This is not an editable field.
Checklist
The following example shows the Checklist Icon:
- When you click on the Checklist icon, the Checklist expands:
- The red star indicates a required field.
- The grey circle indicates an optional field.
- 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:
- Minus Sign - click to zoom out
- Percentage - displays the viewing percentage
- Plus Sign - click to zoom in
Page Navigation
The following example shows the Page Navigation Toolbar:
- First Page - click to go to the first page of the form
- Previous Page - click to go to the previous page
- Next Page - click to go to the next page
- Last Page - click to go to the last page of the form
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:
- The Progress Bar is grey prior to you filling out the form fields:
- When you start filling out some of the fields, the Progress Bar turns blue:
- After you have filled out all of the required fields, the Progress Bar turns green and you can download the signed form:
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 is grey prior to you filling out the template fields:
The Download Signed Form button remains inactive until you fill out all the required fields.
- When you fill out all the required fields, the Download Signed Form button is activated: