Focus: The focus of this self-help article is to provide steps and information how to configure your PandaDoc account for use of E-Signatures and E-Initials when signing the document.
What options can I enable disable for Signature field?: Using this option, you have the ability to turn off the “Draw”, “Type” and “Upload” options for Signatures.
What options can I enable and disable for Initial field?: Using this option, you have the ability to turn off “ Draw” and “Type” options for Signatures.
Please note: Once you set the options for these fields in your account, you will also have the ability to make changes for each “field” you add to your documents and templates.
Step 1: Setup options for Signatures and Initials Once enabled, please login and then go to Settings > Workspace Settings > and you will see the options. Make your changes and click on the “Green” button to Save.
Examples of Signature signing options:
Draw – Using your mouse, you will be able to draw your signature and choose the color of the signature.
Type – You will see a list of 6 options with the full name of the recipient of the document and the option to change the color.
Upload — With this option, you are unable to upload a picture of your signature that will fill out the signature field.
Examples of Initial options:
Draw – Using our mouse, you will be able to draw your initials and choose the color of the initials.
Type – You will see a list of 6 options with the initials of the recipient of the document and the option to change the color.