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PDF document builder

  • Updated

This article includes the following topics:

Creating a new PDF

  1. From the Docs tab, click Create A New PDF Document.
    createpdfdoc1.png
    The Document Creator opens.1.png
  2. Do the following where indicated:
    • PDF Upload: Browse for the PDF file that will be used as the background template.
    • Document Title: Add a title to the document.
    • Category: For sorting and filtering purposes, you can select a Category for the document.
    • Additional categories can be added from the Docs tab > Categories page.
    • Document Type: For sorting and filtering purposes, you can select the Document Type.
      NOTE
      Additional document types can be added from the Docs tab > Document Types page.
    • Qualifiers, these options determine if the document template is an available option to be generated. Leaving these options completely blank will prevent you from sending this document to any contact.
      • File-types: Select which file types you would like this document to qualify for. Contacts that are not in the selected File Type(s), will not be eligible to receive this document. In most cases, you will just want to check the box for All.
      • States: Select specific States that this document qualifies for. Contacts that are not located in the selected State(s) will not be eligible to receive this document. In most cases, you will just want to check the box for All.
    • Document Access, This option determines whether the document template is available for generation by a user. Leaving this option blank will hide the document from everyone except the document's creator.
      • Shared With: Select the teams or users that this document will be shared with.
  3. When finished, click Save Document.

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Adding tags

This section includes the following topics:

NOTE
It is best practice to save the document throughout the editing process.

 

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Text boxes

  1. Do one of the following:
    • If you have the document open, go to step 2.
    • If you need to open the document, go to the Docs tab, click the rightarrow.png icon for the PDF document you want to add tags to.
  2. Click on the drop-down box that says Signature and change it to Text.
    2_copy.png
  3. Click-and-Drag the grey text box onto the document.
    3_copy.png 
    NOTE
    You cannot drag fields between pages. To add a field to a new page, scroll to the page first, and then grab a new Text box from editor pane.
  4. Now that you have the text box in the document, click-and-drag it to the desired location, and resize it if needed.4_copy.png
  5. Double-click on the text box to open the tag layover window.
    6.png
  6. From inside this layover window, you can change the Font, Alignment, Text Color, and Font Size. For most documents, you will be leaving everything as-is.
  7. In the Text: field, type the replaceable tag that corresponds with the data that you want to display. 
    IMPORTANT
    The full list of replaceable tags can be found in our Document Tags Article.
  8. When finished, click Save.
    The document tag should now look like this:
    5.png

Text input and checkboxes

  1. Repeat step 1 in Text boxes.
  2. Click on the drop-down box that says Signature and change it to either of the following:
    • Text Input: This will give the document signer a box to input data during signing.
    • Checkbox: This will give the document signer a box that they will be able to check during signing.
      NOTE
      By default, Text Inputs and Checkboxes will be required to be filled in by the signer.
  3. To make the text inputs and checkboxes optional, double click on them, and clear the Required checkboxes.
    7.png
  4. When finished, click Save.

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Adding signatures

  1. Repeat step 1 in Text boxes.
  2. Click Signature from the menu.6_copy.png
  3. To add a Co Applicant Signature, change the number menu from "1" to "2" or for as many applicants as you need to sign this document.
    7_copy.png
  4. Drag-and-Drop the Signature box into the document.
    8_copy.png
    NOTE
    You cannot drag fields between pages. To add a field to a new page, scroll to the page first, and then grab a new Text box from editor pane.
  5. Move the Signature box to the desired location.
    Screen_Shot_2017-03-28_at_4.25.59_PM.png
  6. Click Sign Date instead of Signature., then repeat steps 3-5 for the Sign Date. This date will automatically populate after the Clixsign  request is completed.10.png
  7. Configure the Signer labels. These are the labels that will display on the Send to Clixsign page.
    11_copy.png
  8. Select a Default signer. This will save the default signers when sending this document for Clixsign.
    15.png
    • Manual: Free-form data entry box. This allows you to manually type the name and email address of the signer.
    • Contact: Send the document to the contact.
    • Co Applicant: Send the document to the Co Applicant.
    • Sending User: Send the document to the user sending the document.
    • Assigned User: Send the document to the assigned user of the contact.
    • User: This will give you a search box to send the document to a manually selected user.16.png
  9. When finished, click Save Document.

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