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The documents section allows to add, remove, re-order and change documents sent with an envelope. An envelope contains minumum one document, but can contain multiple documents.
When adding a new document, the document is parsed for interactive fields or text placeholders:
- Advanced Document Tags, inserting interactive fields and assigning them to a recipient
Read more about Advanced Document Tags in the "Text Placeholders Story". - Sig-String placeholder notation, inserting signature fields but not assigning them directly
- AcroForm Fields contained in the PDF, including signature fields. Those are also detected but not assigned to a recipient directly.
When the Advanced Document Tag notation was detected in a document, and interactive fields assigned to "signer1", "signer2" and so on have been recognized in a document, the recipient lines are automatically added to the Recipients section.
The document order can be re-arranged using Drag&Drop.
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