The second step in sending a document using RSign is called Step 2/2: Prepare, where you can specify certain fields to be filled out by the signer in order to complete the signature process. 

Note: After clicking the SEND tab, You must complete the Step 1/2: Envelope, and click 'next' before you are brought to this page.

Step 2/2 - Prepare the Document

Here you can add various Fillable Field Controls to set the document for how it should be filled out and completed by the Signers.

Fillable Field Controls

The following Fillable Field Controls may be dragged and dropped into the document to prepare it for signing.  For additional information please reference the Help Center article Fillable Field Controls

Fillable Field Controls from left to right:  The links below will take you to the individual help center articles for additional information.

1. Sign
2. Text
3. Name
4. Title
5. Company
6. Date
7. Email
8. Checkbox
9. Initials
10. Label
11. Radio
12. Dropdown
13. Date & Time Stamp

Selecting a Fillable Field Control

When a fillable field control is dragged onto the document an options menu for that control will appear for the Fillable Field Control, this will vary depending on the Fillable Field Control Set. You must configure these options and click the green checkmark to proceed.

Once completed the Fillable Field Control will appear on the page where it was placed. The Fillable Field Control will contain a colored border. The colored border visually corresponds to the signer this field is assigned to. For example, all purple borders correspond to the same signer, while the fillable field control with the green border corresponds to a different Signer.

Document Preparing Toolbar

The top toolbar has a number of available actions.

Toolbar icons and actions from left to right:

1. Delete selected controls
2. Copy selected controls
3. Paste selected controls
4. Undo selected controls
5. Redo selected controls
6. Align selected controls left
7. Align selected controls center
8. Align selected controls right
9. Add dependencies
10. Save as Draft
11. Clear (the document of all fillable field controls)
12. Discard
13. View PDF
14. Send

Page Toggle

The user may switch pages by clicking on the page number dropdown.

Information Icon

You may hover over the (i) icon to view your plan and the number of units remaining.

Send the Document

After you complete preparing the document, the final step is the press the Send button. After the document is sent, the user is brought to the ENVELOPES  tab.