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Signed Document Custom Fields – Advanced Use

Updated this week

This article outlines the additional features available within the Signed Document Custom Field interface.

Panel

Thumbnails

Easily preview all pages within the document

  • Rotate Page

  • Delete Page

  • More Options

    • Move pages

      • Move to Top

      • Move to Bottom

    • Page Orientation

      • Rotate Clockwise

      • Rotate Counterclockwise

    • Page Manipulation

      • Insert

      • Replace

      • Extract

      • Delete

Outlines

Create an outline for the document

  • Add Outline

    • Rename

    • Set destination

    • Delete

Index Panel

See a list of fields present in the Document


View Controls

Page Transition

  • Continuous Page

  • Page by Page

Page Orientation

  • Rotate Clockwise

  • Rotate Counterclockwise

Page Layout

  • Single Page

  • Double Page

  • Cover Facing Page

Enter Full Screen / Exit Full Screen


Other

Pan – use your cursor to manipulate the document and move through it

Select – use your cursor to select elements in the document

Fill and Sign

  • Free Text

  • Signature

  • Cross

  • Tick

  • Dot

  • Undo – Redo

  • Erase

  • Search – search the document


Forms - Field Types

  • Signature Field – used for collecting signatures

  • Text Field – used for creating fields that you require a user to complete or for adding text to the document that cannot be changed by the user

  • Free Text Field – can be utilized by either administrator to add text/ comments to the document

  • Checkbox Field – create a box for users to check off when completing the document

  • Radio Button Field – create a radio button for users to select when completing the document

  • Edit Form Fields - edit the fields created

  • Style - Edit the form field style and colour

  • Index Panel - See a list of fields present in the Document

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