Placing fields, previewing, and sending

Best for: Contract preparers · Requires: A PDF and configured recipients.

Place fields carefully so each signer sees only the actions assigned to them. Previewing both signer views before you send helps catch missing fields, incorrect ownership, or placement problems.

1. In Place Fields, select the signer from the recipient control.
2. Place each required signature, initials, date, or supported field on the correct page.
3. Check field ownership and placement.
4. Select Next.
5. In Confirm & Send, review approvers, signing order, copy recipients, the Approval request email, and the signing-request email.
6. Select Preview Document for each signer to verify their view.
7. Keep approval_link in the approval request and the required signing link merge field in signer email content.
8. Select Send for Signing.

You need at least one field before you can continue. Previewing lets you check the document without sending it. After you send, eSigning manages the source record's status.

Back to Contracts and eSigning Help