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  1. Defines order in workflow
  2. Address book
  3. Phone number
  4. Task
  5. Personal message
  6. Authentication
  7. Additional details


Info

Additional information to the phone number of the recipient: The phone number of the recipient is connected with the following three phone number settings:

  • SMS-Authentication (Authentication settings->SMS-Code)
  • Disposable certificate (Additional details->Disposable Certificate)
  • SMS-OTP Signature (Additional details->SMS-OTP Signature)

If you enter a phone number for the recipient, these three fields are also filled out. You can then either accept the phone number (default) or change the phone number for, for example, SMS-Authentication (custom). For more information please also see the video below.




  1. Authentication settings


phone_settings.mp4

(2) Designer

The Designer helps you to assign predefined signature fields of the document to the recipients and define additional signature fields and form fields.

  • Recipients: Select a recipient for placing signature or form fields by drag and drop. Every recipient has its own color to be easily visible at the document preview.
  • Form fields and predefined fields: signature field and form fields (e.g. text form, checkbox, radio button) and predefined field (e.g. initials of the recipient)
  • Document: The document shows the pages of the envelopes documents and the placed elements (signatures and form fields) can be easily moved, edited (by clicking on it) and deleted (except predefined form fields of the uploaded PDF document).

The next figures show you how to add for example signature fields and textfields in the eSignAnyWhere viewer. In the video you see how you can position the fields and how you can change the settings of the form fields. For example we changed the settings of the first signature field in the video from Click2Sign to Draw2Sign (if you select more than one type, the signer can choose his signing method).

Signature_Fields.mp4
  1. Compact view

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