How To Assign Fields on Deedsign?

Assigning fields in DeedSign is an essential step in preparing your document for signatures and other required inputs from your signers. The process involves specifying where on the document signers need to add their information, such as their signature, date, initials, text inputs, and checkboxes. Here’s a general guide to help you assign fields in DeedSign:

Step 1: Upload Your Document

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Log into your DeedSign account.
Navigate to the section where you can create a new document or choose to send a new document for signing.
Upload the document you need signed from your computer or import it from a connected cloud storage service if available.

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Step 2: Add Signers

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Once your document is uploaded, you’ll be prompted to add signers by entering their email addresses. You may also have the option to assign specific roles to each signer if your document requires different types of inputs from different individuals.

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Step 3: Assign Fields to Your Document

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After adding signers, proceed to the document editor where you can begin assigning fields. Here, you'll see your document displayed within the DeedSign interface.
Look for the tools or toolbar that allows you to add fields to the document. These fields can include signature boxes, date fields, text fields, checkboxes, etc.
Drag and drop each field onto the appropriate part of the document. As you place a field, you should be able to assign it to a specific signer. This is typically done by selecting the field and choosing which signer it belongs to from a dropdown menu or similar selector.

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Step 4: Customize Fields

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For each field you place, you can often customize its properties. This might include setting a field as required, adjusting its size, or specifying the type of information it should contain (e.g., a date, initials, or custom text).
Make sure to carefully place and assign each field exactly where you want the signer to provide their input. Pay special attention to the flow of the document to ensure it’s intuitive for signers.

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Step 5: Preview and Send

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Once all fields are correctly assigned and placed, preview your document to ensure everything looks right. This step is crucial to avoid any mistakes that could confuse signers or necessitate re-signing.
After reviewing, proceed to send the document to your signers. DeedSign will typically send an email to each signer with instructions on how to sign the document.

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Step 6: Monitor and Manage

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With your document sent, you can use DeedSign’s dashboard to monitor the signing progress, seeing who has signed and who hasn’t, and sending reminders if necessary.

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Additional Tips:

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Take advantage of any template features if you frequently send similar documents for signing. This can save time by not having to assign fields from scratch for each document.
Be mindful of the legal requirements for electronic signatures in your jurisdiction, ensuring that your document meets all necessary criteria for validity.

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Assigning fields correctly is key to a smooth electronic signature process. It ensures that signers know exactly where and how to provide their information, helping to avoid errors and delays. If you encounter any difficulties, consult DeedSign’s help resources or customer support for more detailed guidance specific to their platform.

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Managing Documents