Copy link to clipboard
Copied
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
Copy link to clipboard
Copied
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
Copy link to clipboard
Copied
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!
Copy link to clipboard
Copied
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
Copy link to clipboard
Copied
Sorry, maybe I'm not being clear,
There are already documents in the library that have signatures and fields - this works fine.
We have another document - it does NOT require any interaction at all - it is purely for information, but for regulatory compliance, it is required.
The customer needs to send all these documents together, not separately as a 'signer' and then as an 'approver'
A signature is forced on the document with NO signature fields added...this appears to be by design.
We want the document included, but no signature - in DocuSign terms, it would be called a 'Supplementary Document'
Is this clear?
Copy link to clipboard
Copied
Hi Jamesb,
As I understand, you send a pack of documents for signature to customers. Now with that pack, you are adding one more PDF.
So, when you send the PDFs for signature, it automatically adds the signature field to the last document.
This happens only in two cases:
- When there are no form fields added to the PDF. So, when you send the documents, it adds a signature field automatically at the end of the last document.
- If the signature fields are not added as per the recipients added in the send page.
It would be helpful if you can share the workflow you follow to send the documents steps by steps. If possible share the screenshot.
Regards,Meenakshi
Copy link to clipboard
Copied
I can’t share screenshots, it’s an NDA thing.
Its the first, I have added no fields to the form.
so The question remains.
Can a form with no signature or fields be included in an envelope ?
it is informational only, and no fields need to be on it.
Is this now clear?
Copy link to clipboard
Copied
No issues, if you cannot share the screenshot.
When I said no form fields in the PDF, I mean to say in all the PDFs you send as a pack.
It is possible to send a form in the pack without form fields.
Please provide the details asked below:
- Could you please confirm when you send the document, how many email addresses you add in the recipient fields?
- How many signature fields are added in the complete document, including the new PDF?
- Do you have signature fields for all the recipients?
- Do you assign the signature fields on the preview page?
We will be waiting for your response.
Regards,
Meenakshi