Once you've filled out your documents, you're only a few steps away from having executed documents. Take a look at the video below to learn all about how to prepare your document for signatures by adding signature and initial blocks!

VISUAL GUIDE

STEP-BY-STEP GUIDE

1. Navigate to DigiSign and create a new Envelope. 
2. After uploading your documents and adding your signers, you will land on the document tagging page, where you will prepare your signature, initial and date blocks for the documents.
3. Locate the DigiSign toolbar above the document preview at the top of your page. The DigiSign toolbar has different block options that can be applied to your document:
   - Signature: The signer's signature, selected/drawn by them during the signing process.
   - Initials: The signer's initials, selected/drawn by them during the signing process.
   - Full Name: The signer's full name.
   - Date: The date the envelope was signed, determined by the signer's device.
   - Time: The time the envelope was signed, determined by the signer's device.
   - Checkbox: Allows you to place checkboxes on the document. The checkboxes can be controlled by you, or by the person they are assigned to during the signing process. You can even create checkbox groups!
   - Text field: Allows you to add an editable or read-only text box on the document.
   - Strike: Allows you to add a strike-through line to strike-through text on a document.
4. Add Blocks: Click on the block you need from the toolbar, and then click on the document to add a block of that type to the document. To add a custom-size box, you can click, hold and drag to the desired size.
5. Assign Blocks: Use the floating assignee box to determine who a block is assigned to. Use the drop-down menu to change the block from one signer to another.
6. Here are some additional tips for preparing DigiSign envelopes:
   - Adding Blocks to a Document
   - Work Faster with Copy and Paste
   - DigiSign Tips & Tricks