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jamesb1051389
jamesb1051389
Participating Frequently
March 21, 2018
Question

Informational Document without signature?

  • March 21, 2018
  • 1 reply
  • 963 views

G'day all, I have a customer who wants to add an additional PDF to their current process, however it is not a form - it's a straight piece of information with no user interaction.

From what I have read / experimented with, it will force a signature at the bottom even if i don't put any fields on the page.

My gut feeling is that every document must have a signature field, but I'm open to other ideas around this

Cheers all

This topic has been closed for replies.

1 reply

Meenakshi_Negi
Meenakshi_Negi
Legend
March 21, 2018

Hi Jamesb,

When you say "to add an additional PDF to their current process" what exactly you are trying to do?

Are you trying to add another PDF with the other PDF forms send for signature?

Or you are trying to add the PDF as an attachment?

If you are referring to send a PDF just to review the information, you need to change the recipient role from signer to an approver on the Send page.

Check the screenshot below:

Once you select role as an approver, then it will not add any signature filed to the PDF.

It would be helpful if you can elaborate what exactly you are trying to do.

We will be waiting for your response.

Regards,

Meenakshi

jamesb1051389
jamesb1051389Author
Participating Frequently
March 21, 2018

Thanks.

In this case, it is for new employees.
The HR Manager sends out a 'pack' of documents for signature, but also wants to include another document that does NOT need signing as part of the same 'pack'

I've added the PDF to the library, and when including it in an envelope, it requests signatures at the bottom (actually adds another page and puts the signature boxes on that...)

The recipient is a signer on the rest of the forms, so adding them in again as the approver doesn't make a lot of sense I think.


Thanks!

Meenakshi_Negi
Meenakshi_Negi
Legend
March 21, 2018

It seems that after adding the PDF with the form in the Send page, you directly sending them for signature.

In that case, it adds the signature field itself on the last page.

Please check the box for "Preview & Add Signature Fields" on the Send page.

That will open the preview page where you can check the form fields on the form.

Then try sending the complete document from there and check if that works for you.

If that is not the case, please share the exact steps you do to send the documents.

Let us know if that helps.

Regards,

Meenakshi

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