When reviewing or signing an RSign document, a user may be required to sign or add their initials in multiple places throughout the document. Enable Click to Sign helps the user to quickly fill in this information without having to re-enter it at every location. Click to Sign captures the signature, initials, and name at the beginning of the signing process and applies those values with a simple mouse click, reducing time and expediting the signing process.
This article covers the following topics:
Enabling this setting
This setting is available under the COMPANY and PERSONAL tabs. If you do not see the options described in this article and wish to add them, please contact your RPost Customer Success or Sales representative to enable them.
To configure this setting, follow these steps:
1. Click on the SETTINGS
2. From the left-hand available options, click on the Advanced tab and look for the Enable Click to Sign setting.
Enable Click to Sign has the following options:
- N: Click to Sign is disabled, the feature is not available as part of the signing process.
- Y: Click to Sign is enabled, the signer will be requested to enter their signature and initials at the beginning of the of the signing process.
Using click to sign when signing documents
When document is opened for signing, by default the Click to Sign window pops opens.
Signature, initials, and name can be entered/edited by clicking on signer details button.
The document signing process can be completed by the signer just clicking on the respective yellow prompts. When the signer clicks on the prompt, the value already captured for that field (signature, initials, or name.) is filled in.