PrizmDoc v13.1 - Updated
Tools Reference
End User Guides > E-Signature Module > Creators - Design a Template > Tools Reference

This section covers the following features:

Example of a Template in the E-signature Viewer

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

Main Toolbar

The following example shows the Main Toolbar:

Pan

The following example shows the Pan icon:

Use the Pan feature to move the document up or down as desired.

Signature

The following example shows the Signature icon:

When you click on the Signature button, the following items are displayed:

Initials

The following example shows the Initials icon:

When you click on the Initials button, the following items are displayed:

Text Box

The following example shows the Tex Box icon:

When you click on the Text Box button, the following items are displayed:

Date

The following example shows the Date icon:

When you click on the Date button, the following items are displayed:

Checkbox

The following example shows the Checkbox icon:

When you click on the Checkbox button, the following items are displayed:

Settings

The following example shows the Settings icon:

  1. To change the font or font color, click on Settings and the Global Template Settings dialog box displays:

Font Tab

Roles Tab

Note that when you select a font or color in the Global Template Settings dialog box, it is the default setting for the Text Box and Date fields that you create in the Template. You can override the font or font color on a per field basis as shown below.

Changing Settings in the Properties Panel

  1. When you create a Text Box and view the Properties Panel associated with that Text Box, you will see "Use Global Setting" as the default setting:

  1. If you want to change the default setting for this Text Box only, select a different font or font color from the drop-down list here in the Properties Panel.

Adjusting a Field's Position

Arrow Keys

You can move or 'nudge' the position of a field by using your keyboard's arrow keys. Click on the field you want to move, then select the up, down, left or right arrow key on the keyboard to move the field to the desired location on the form.

Group Properties Panel

  1. You can align and match the size of multiple fields at one time by using the Ctrl key and clicking on the fields you want to align:

  1. Then select Match Size and Vertical Alignment as shown in yellow highlight below:

You can align and match the size for the signature, initials, text box, and date fields.

Icons, Buttons & Fields

Unnamed Template Field

The following example shows the Unnamed Template Field:

Save Button

The following example shows the Save Button / Drop-down:

Zoom In / Zoom Out

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

   

Page Navigation

The following example shows the Page Navigation Toolbar:

Required Fields

The following example shows the red indicator for a required field:

Once you click on the required field, the indicator will disappear. When you click outside of the field, the red indicator will reappear.

Read-Only Fields

The following example shows the indicator for a read-only field:

 

Once you click on the read-only field, the indicator will disappear. When you click outside of the field, the red indicator will reappear.

Form Navigator

  1. After you add some fields to the template, you will see them displayed in the Form Navigator to the right of the template:

 

  1. You can sort the Form Field names so the proper tab order is created for signing. Click on the arrows (highlighted in blue below) to activate the sorting feature. Click on the bars (highlighted in yellow below) to drag the Form Field name up or down in the list:

 

After you have moved the fields as desired, click on the arrows again to de-activate the sorting feature.

  1. You can easily modify the fields from this pane by clicking on the Display Name of the field. For example, click on Signature of Examiner to edit that field:

 

  1.  The Signature Pane displays and you can edit the contents of this pane as desired. The Duplicate icon, highlighted in yellow below, allows you to draw multiple signatures at a time. To delete a signature field in the template, click on the Delete button, highlighted in green below:

Properties Panel

The following example shows the Properties Panel for a Text Box (which displays when you click on an item in the Form Navigator):

Note that the following items are available in the Properties Panel depending on the tool you selected on the Main toolbar (Signature, Initials, Text Box, Date, Checkbox):