Place signature boxes on a template
Drop signature, initials, date, text and check boxes on a PDF and give each one to a signer.
In AIMERICA Sign, open Templates and click a template. Choose who the next box is for, pick + Signature, + Initials, + Date, + Text or + Check, and click the PDF where it goes. Press Save to keep the boxes.
In this video
Step by step
- 1
Templates hold your contracts, with their boxes already placed. Open one.
- 2
The colours show who fills each box: the business, the customer, a witness, or you, before sending.
- 3
Choose who the next box is for.
- 4
Pick the kind of box: a signature, initials, a date, a text, or a check box.
- 5
Click the PDF where it goes. The box appears, with its own menu for who signs it.
- 6
Move and resize lets you drag a box, or its corner.
- 7
Text boxes can come filled in, like the customer's name here.
- 8
The cross removes a box, like the one we just added.
- 9
Save keeps your changes. Here we go back to Templates instead, so the template stays as it was.
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