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Taproot EFT
Participant
February 4, 2024
Question

Continued issues with esign

  • February 4, 2024
  • 1 reply
  • 665 views

I just sent a document out with a feild for a siganture and a date, and nothing loaded for the date when the document was completed. This program is not user friendly. I'm trying my best and have chatted with help, but it continues to be an issue. I am close to canceling my subscription

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1 reply

Participating Frequently
February 4, 2024

There are two types of date fields, one that's just a text field that can force the formatting of date, and the other is part of the signature data specifically called date.

Sometimes you'll create a signature field, and when the PDF is uploaded into the E-sign module, it gets converted back to a text field. You'll always want to double-click and review your fields in the actual E-sign module. You'll also want to make sure you click "required" for fields that need to be filled out.  The same thing can happen with Date fields.

It's a bit tricky and buggy, but if you always make sure to look at things after it goes through the upload process, everything there should be correct.

The problem stems from Adobe Acrobat and the E-sign (and webform) platform being two different worlds that don't always translate well back and forth and don't even have the same set of features. I agree that it's pretty frustrating. The process and features should be streamlined in one module. 

Taproot EFT
Participant
February 4, 2024
thank you, I did put in the field for "date" that didn't show up after the
signature. I would do text to insure it, however I sign after my client and
I don't know what date the form will be signed by them

Sylvie
Certified Clinical EFT Practitioner
Taproot EFT
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