When it comes to legally accepting a document, there's a variety of different standards and requirements depending on where you're located. There are also scenarios where the digital signature element isn't needed but you still need your client to agree to move forward. To help with this, we wanted to make sure you can tailor your client's signing experience to be exactly what you need it to be.
You'll be able to edit/add the following:
The legal text inside the signature block can be fully customised.
You can add a checkbox for your clients to click and confirm they've read your Terms and Conditions for example.
Choose if you want a digital signature or simply an acceptance.
Choose if you want your clients to 'Sign by Typing', 'Sign by Drawing' or allow your clients to choose how they want to sign.
Edit the 'Accept' button wording and colour.
Edit the background colour of the whole acceptance block.
Editing the Acceptance block wording
To edit the Acceptance block wording, simply just click on the legal text and make any changes you like. Bear in mind, that any changes to the wording will result in a popup prompt appearing, this will let you know that we cannot guarantee the document is legally binding. Simply click 'I understand' to allow you to edit the legal text.
Once you make any changes to the text, you'll see an additional prompt popup inside the signature block. Don't worry, this is purely a prompt for you inside the editor, this will not show on the Preview or the version your client will see.
If you decide you want to use the original wording, just click the button in the prompt and the original wording will return as normal.
Adding a checkbox
To add a checkbox, hover over the acceptance block and click the Settings icon. In the sidebar, turn on the option 'Add a statement they have to agree to' and click 'Save and Preview'. Some sample text will be added by default and you can click on that text and change the text to whatever you like.
Digital Signature or Accept?
If a digital signature is not required, you can opt for just requiring an acceptance from your client. To do this, click the Settings icon and under Setup, you'll have two options in the form of radio buttons for either 'Digital Signature' or 'Click to Accept'. If you choose the 'Click to Accept' option, the Sign by Drawing/typing options will be removed as these aren't needed for documents that only need to be 'Accepted'
Sign by Drawing or Sign by Typing?
By default, your recipients will be able to choose whether they type their name to accept, or draw their signature. You can change which options are available to them (either one or both). To edit this, hover over the Acceptance block, click the Settings icon and in the sidebar, under the 'Acceptance setup' tab, you can select which of the signing preferences you want to allow inside the Acceptance block for your client.
Click 'Save and Preview' to confirm any changes.
Editing the text and color of the 'Accept' button
To change the accept button wording, hover over the Acceptance block, click the Settings icon and in the sidebar, under the 'Acceptance setup' tab, go to the 'Button text'
Make any changes you like and click 'Save and Preview'.
Changing the background colour of the Acceptance block
To change the background color, hover over the Acceptance block, click the Settings icon and in the sidebar, locate the 'Colors' tab and then you can select the background colour from our pre-set colours, or insert the 6-digit hex code you want to use - then click Save and preview to save your changes.