In the Editor:
We have now added the ability to insert “Signature Blocks” into a document via the editor. These blocks then become data input fields for an employee portal users who is signing a live doc.
Here is a screenshot showing where in the editor a user can go to insert signature blocks of the following type “Signature”, “Initials”, and “Date”.
The blocks will then appear with the shaded background in the body of the document, illustrating where they will appear when sent to the employee portal as a live doc.
In the Employee Portal:
When an employee portal user is asked to sign a Live Doc campaign and one or multiple of the documents in the campaign contain signature blocks, they will be stepped through each block in order to complete and sign the campaign.
We show the number of documents needing to be completed in the top right corner with a back and next arrow to navigate through as well as a “next signature” button that will scroll to the point in the page where the next block appears, or skip to the next document in which there are signature blocks to complete.
If the user clicks into the block itself they are presented with a modal asking for the appropriate information:
Once all blocks have been completed they see the FINISH and SIGN button appear in the top right and they click that to complete the final blanket signature and acknowledgement for the campaign (a page is appended to the end of each document with this signature as is the case today).
Finally in the downloadable signed document, the signature block data will be represented as shown below with underline below the signature and initials and a standard date: