Initials Field: Fillable Element

The initials feature within document workflows is built to facilitate comprehensive reviews and confirm acknowledgment across all pages of a multi-page PDF, streamlining the process for both creators and signers. By incorporating this tool into your templates, you can boost security, simplify review procedures, and guarantee that all parties acknowledge each section of a document.

Key Functionalities

• Easy Placement of Initials: Editors can effortlessly drag and drop the initials field onto any desired page, ensuring that signers can confirm their review.

• Customizable Signer Options: Signers can either type or draw their initials, offering flexibility and convenience for every user.

Why Incorporate Initials?

This feature provides significant benefits for managing documents and contracts by:

• Ensuring Complete Review: Requiring initials on every page guarantees that signers have reviewed the document thoroughly.

• Improving User Experience: The drag-and-drop feature for editors, combined with flexible input methods for signers, simplifies the document signing process.

Instructions for Using the Initials Feature

For Editors

1. Access the Editing Toolbar: Navigate to the side panel in the document editor.

2. Place the Initials Field: Drag the initials tool and drop it onto the desired page within the document.

3. Assign the Field to Recipients: Link the initials box to the correct person required to sign.

4. Adjust the Placement as Needed: Modify the field position or size if necessary.

For Signers

1. Open the Document for Signing: Follow the link in your email to begin completing the required fields in the document. 

2. Find the Initials Field: Identify and click on the initials box in the document.

3. Enter Your Initials: Type or draw your initials, or edit the pre-filled text if required.

4. Confirm Your Action: Press the “Accept” button to finalize your initials.

Frequently Asked Questions

Q: Is it possible to place initials on multiple pages simultaneously?

• No, initials need to be manually added to each page to ensure precise placement and assignment to the correct signer.

Q: Can a signer change their initials after confirming?

• After initials are accepted, they are locked to preserve the integrity of the document. Any required changes would necessitate a revision and re-submission of the document.

Troubleshooting Guide

• Initials Field Not Visible: Verify that the initials field has been correctly assigned to the right recipient. Double-check the document settings and reassign if necessary.

• Signer Unable to Draw Initials: Ensure that the signer's device supports drawing input. If not, the typing option can be used as an alternative.

• Initials Not Saving Properly: Make sure the signer clicks “Accept” after entering their initials. If the problem persists, refresh the document and try again.