Digital Signature Wizard: Making eSignature Requests a Breeze

Digital Signature Wizard Enhancements

The request signature wizard runs automatically the moment you create a request. There are also significant changes in how it works, but the aim is simple — to make your overall experience more intuitive.

Given the added enhancements, you are now able to:

Select templates below drag-and-drop

Upon creating a new request, you can immediately choose a template in the same window where you upload files. There’s now a template carousel right below the drag-and-drop box, so simply click the one you want to use.

Like in the template gallery, you also have the option to preview a document first before using it. You can also create your own by clicking Create New.

Rename a document using the editor

We’ve also moved things a bit. To rename a document, you must do the following:

1. Upload a new file or choose a template from the gallery.
2. Wait for the editor to load. Once you see the document, click its existing title, then highlight it.
3. Enter a new title. That’s it.

Add or remove recipients right within the editor

You don’t have to leave the editor to add or remove signers. Instead, you can use the request signature wizard to edit your recipient list, request ID verification, and update the current signing order.

Here’s how it works:

1. From the editor, click Signer Fields on the left navigation panel.
2. Click Manage.
3. Change your signer preferences. You can add, remove, or update your existing signer details.
4. Click Save.

View more options when adding a signature field

There’s no need to waste time when it’s your turn to add signatures. Before sending the request, you can pre-fill the document to speed up the completion process.

The updated signature field now displays your saved signatures upon selection. This makes it easier to choose a signature that best reflects your document’s purpose or intention. You can also type, draw, or upload a wet signature image for a more personalized look.

Modify your sending options upon preview

Your sending preferences can significantly affect how your eSignature requests are received. With the updated preview dialog, you can modify your sending options to ensure the best possible outcomes.

Here’s how it works:

1. Check the accuracy of the information entered in both the required and optional fields, and make any necessary corrections.
2. Remember to add at least one required field for each signer. After doing so, click Review.
3. On the preview dialog, you can set your request’s due date and expiry date.
4. Although optional, you can also add the emails of your stakeholders to keep them in the loop.
5. Click the Edit Branding button below the email message preview to update your current branding.
6. Once everything is in place, click Send.

Note that these updates are now live in Fill’s Web app. You are also free to explore and take advantage of all the other enhancements included in this version.