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andrewr63260308
andrewr63260308
Participant
April 11, 2016
Question

Upgraded Echo sign

  • April 11, 2016
  • 2 replies
  • 1035 views

URGENT HELP NEEDED:-

We have echo sign and normally we are able to send a document but add information to this ourselves proior to sending, there seems to be a be a new upgraded software which doesnt allow us to add information to the file before sending ?

Please can you help ?

Kind regards

Andrew

This topic has been closed for replies.

2 replies

R
Rijul Raj Khurana
Inspiring
April 12, 2016

Hello Andrew,

Are you looking to prefill the information before sending the document out for signature? Can you let us know if you are not able to get the role to set as Prefill? Also, please inbox me your registered email address so that we can further check.

Regards,

-Rijul

andrewr63260308
andrewr63260308Author
Participant
April 12, 2016

Hi Rijul,

Yes that is correct I select a document from library of files I have already pre loaded and set the text boxes into a PDF. We always had the ability to fill some of this information in ourselves based upon the requirements set by me when I loaded them in. Now it will only seem to allow me the ability of just sending the document blank, which is not good?

R
Rijul Raj Khurana
Inspiring
April 18, 2016

Hello Andrew,

Can you double click the text fields and see if they are set as Prefilled or not?

Regards,

-Rijul

MichaelKazlow
MichaelKazlow
Legend
April 11, 2016

What information are you trying to add. Can you describe your old work flow?

andrewr63260308
andrewr63260308Author
Participant
April 11, 2016

well when you attach a file, it used to give you the option of "edit first" so this would allow you to enter text to the document before sending out for a signature, this doesn't allow this option any more ?

MichaelKazlow
MichaelKazlow
Legend
April 11, 2016

You have not indicated your workflow. I am relatively new to e-signing. At work, we upload a document to website which initiates the e-signing of documents. This does not allow you to edit the PDF file. It is possible to initiate e-signing from within the Acrobat application. Acrobat allows you to edit PDF files. However, I almost always recommend never to edit a PDF file's content, but to re-edit the original document and create a new PDF. However, I certainly allow myself to add comments and textboxes liberally as that generally will not cause the document to fall apart. Are you using Acrobat or are you uploading a document to a server?

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