The merge field has been merged with the name of the signer automatically. In the next step, click Add Signature Boxes to open the editor again: You can add the recipients including the e-mail address and click Next:
Enter the name of the signer and click Create Instance:Īn instance of the template is created and a new signature request process has been started. Creating an Instanceīack in the template overview, the inserted field is now displayed as a form field that can be completed before an instance of this template is created. Other fields are added later in the process.
When this is done, we can save and close the editor. A table is used that provides some structure to the signature elements:Ī merge field is added to the table with the field name signer_name. In the first step, a template is created:Īfter the template has been created, click on Edit Template to open the document editor:Ĭonsider a document where only one signer will need to sign a contract at the end of the document. In this article, we will use a combination of templates with merge fields and form fields in the created instance of the template.
How to set up form fields in word for merge pdf#
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