Custom Form Uploads

Contents

• About
• Adding a custom document to an in-flight workflow
• Removing custom documents from workflows
• Date format settings

Adding a custom document to an in-flight workflow

Uploading Files

• Navigate to the response that you want to add a document to and begin uploading custom documents by either:
• Selecting “Upload Custom Document”

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• Or, If you are the active signatory, select “Add Custom Forms” from the top right

• Drag and drop one or multiple documents into the file upload section some text
  • All files must be PDFs

• Once you have uploaded all the required files, select “Next: Add Signature Fields”

Adding signature and date fields

• Select the first signatory who is required to sign the document from the drop-down list in the right panel 
• Once you have selected the correct signatory, click and drag the signature field to add it to the document
• Once placed on the document, you can drag to move or re-size the signature field or date field as needed

• Repeat these steps for any other signature fields needed
  • There is no limit to the number of signature fields or the number of signatories who can sign one document
• After all required signature fields have been added, Click “Next: Edit Visibility”

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Modifying the visibility of the document(s)

• If the uploaded documents should not be visible to all signatories, you can use the toggles on the right-hand side to hide the documents from specific signatories
  • If a signatory has a signature field assigned to them on one or more of the documents, it must be visible to them. These signatories will have a lock beside them, indicating that the visibility cannot be modified
• When a toggle is turned off on a signatory, they will not see the custom documents when reviewing the rest of their document package

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Submitting Documents

• When the documents are ready to be added to the workflow, click “Review and Submit” to continue
• After you confirm that the documents are ready to be sent, the documents will be added to the workflow and will appear in the documents table

Removing a custom document to an in-flight workflow

If the documents are no longer needed in the workflow you can click the menu button on the side of the document you wish to remove and click “Delete document”

• This will remove it from the workflow and the documents table
• If any signatories have already signed the document prior to deleting it, the workflow will be resent for them to review the changes made to the final document package

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Date format settings

To change the format of signature dates on all Custom Form Uploads in your organization, follow these steps:

1. Navigate to Settings > Workflow Settings
2. Select the preferred date format from the Default Date Format dropdown menu
3. Save Changes

Note: Only owners of an organization can access the Workflow Settings page