The Merge Field will work in PDF format as long as the PDF is saved as readable as text and not as an image. Refer to Inserting your Signature into a Document.Īdd the Signature merge field to the Word document or Excel spreadsheet and then convert this to PDF so it can be sent for signature. If you want to add your pre-set signature to the document when sending it, you need to add it to the document. This does not show the sender's signature. Note: The Signature Merge Field is automatically detected as a placeholder where the recipient has to sign. When sending documents for signature via Annature, you need to ensure the document you send has the Signature Merge Field included in the document. "Final" (with Service Status set as "Send") means the document will flow directly from FYI, through Annature and to the client, without any input required inside of Annature.Īdding the Signature Merge Field to the Word document or Excel spreadsheet.places the document into Annature as draft, so that you can adjust the message, signing fields and date fields before sending to the client."Draft" (with Service Status set as "Draft").This is set when using the Signature button by selecting the Service Status as "Draft" or "Send". You can send the document to Annature as Draft or Final. When the Document is Signed in Annature.Making Changes to the Draft PDF Document in FYI.Sending one or more Documents for Signature.Adding the Signature Merge Field to the Word document or Excel spreadsheet.This article contains the following sections:
INSERTING A SIGNATURE IN EXCEL HOW TO
For information on how to set up the integration, refer to Integration with Annature. The following describes how to set up and use FYI so that documents can be sent directly to Annature. FYI can be integrated with digital signature providers Annature, for digital signing.
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