Step 1. Create A New PDF Document
Location: Docs tab > Create A New PDF Document
- 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. Additional document types can be added from the Docs tab > Document Types page.
**Qualifiers: These options will 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 will qualify 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 will be 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.
Once you have configured the settings above, click "Save Document".
Step 2. Add Replaceable Tags to the Document
1. Click on the drop-down box that says "Signature" and change it to "Text".
2. Click-and-Drag the grey Text box onto the document.
**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.
3. Now that you have the Text box in the document, click-and-drag it to the desired location, and resize it if needed.
4. Now that the Text box is in place, double-click on the Text box to open the tag layover window.
4a. 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.
4b. The important part of this layover window is at the bottom in the "Text:" box. This is where you will type the replaceable tag that corresponds with the data that you want to display. For the purposes of this example, I input the tag {FIRSTNAME} because I want the document to display the client's First Name.
** The full list of Replaceable tags can be found in our Document Tags Article.
4c. Once you are done, click Save.
The document tag should now look like this:
Adding Checkboxes and Text Inputs for the Document Recipient to Fill Out
Repeat Step 2. #1, but instead of "Text" you will select either "Text Input" or "Checkbox"
- 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. To make the Text Inputs and Checkboxes optional, simply double click on them, and uncheck the box for "Required" and then click "Save".
Step 3. Add Initials and Signatures
1. Select the "Signature" dropdown box.
1a. To add a Co Applicant Signature, change the numbered drop-down box from "1" to "2".
2. Drag-and-Drop the Signature box into the document.
**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.
3. Move the Signature box to the desired location.
4. Repeat Step 3 #1-3, to add the Sign Date. This date will automatically populate after the Clixsign request is completed.
5. Configure the Signer labels. These are the labels that will display on the "Send to Clixsign" page.
5a. Select a Default signer. This will save the default signers when sending this document for Clixsign.
- 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.
Step 4. Save the Document
* It is best practice to save the document throughout the editing process
