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How to Sign and Fill Assigned Fields in Editor?
How to Sign and Fill Assigned Fields in Editor?

Easily fill, sign, and assign fields in BoloSign with an intuitive editor, ensuring secure and efficient document processing every time.

Ishika Pippal avatar
Written by Ishika Pippal
Updated this week

Introduction

In today’s digital world, signing and filling out documents electronically has become the norm. BoloSign provides an intuitive and user-friendly platform that simplifies the process of signing and filling out documents online. Whether you're sending a document for someone else to sign or filling out your own, BoloSign ensures that the process is smooth and secure.

Step-by-Step Guide to Signing and Filling Assigned Fields in BoloSign Editor

1. Click on Create Signature PDF

Step 1 screenshot

2. Click on Browse or drag files here

Step 2 screenshot

3. Click on Enter email address and the receipt.

Step 3 screenshot

4. Click on Add Signer to add more signees.

Step 4 screenshot

5. Click on Confirm

Step 5 screenshot

6. Drag Signature field option where you want to place it

Step 6 screenshot

7. Click on signature field to add your Signature.

Step 7 screenshot

8. Drag and drop the text field and add the text required inside it.

Step 8 screenshot

9. Same with Date and edit that.

Step 9 screenshot

10. Select the date, and this how you can edit the desired field inside the editor before sending it.

Step 10 screenshot

11. You can change the role.

Step 11 screenshot

12. Click on Jenefa

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13. Drag the required field and add them.

Step 13 screenshot

14. Drag Signature Option.

Step 14 screenshot

15. Click on "Preview" to see how it will appear to the recipients. This helps in verifying that all fields are placed correctly and the document is ready for signature.

Step 15 screenshot

16. This is how the user will receive the document with all the edited fields.

Step 16 screenshot

17. Click on Ishika Pippal

Step 17 screenshot

18. Click on Jenefa

Step 18 screenshot

19. The recipient will receive the document with all the fields you’ve edited and placed. They will only see the fields they need to fill out, ensuring a focused and streamlined signing process.

Step 19 screenshot

20. Click on Send

Step 20 screenshot

21. Click on Send Via Email

Step 21 screenshot

22. After sending, BoloSign will confirm that the document has been successfully sent.

Step 22 screenshot

FAQs

1. Can I assign specific fields to different signees in BoloSign?

  • Yes, BoloSign allows you to assign specific fields, such as signatures, initials, or text boxes, to particular signees. This ensures that each recipient only interacts with the fields designated for them.

2. What file formats does BoloSign support for uploading?

  • BoloSign supports a wide range of file formats including PDF, DOCX, and others commonly used for documents.

4. Can I edit the assigned fields before sending the document?

  • Yes, you can edit the placement and assignment of fields within the BoloSign editor before sending the document. This includes adjusting who is responsible for each field.

5. Is it possible to reassign a field to a different signee after the document has been sent?

  • Once the document has been sent, fields cannot be reassigned. If changes are needed, you will have to cancel the current request and create a new document with the correct assignments.

Conclusion

BoloSign offers a seamless and efficient way to manage your document signing needs. Whether it's for business contracts, legal agreements, or personal documents, the platform makes it easy to fill out and sign documents electronically. With its user-friendly interface and robust features, BoloSign ensures that your documents are handled securely and professionally every time.

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