Placing Signature Fields

To place signature fields on a document:

1. Open a relay and go to the Documents tab.
2. Click on the document you want to prepare for signing.
3. The document editor opens with a PDF viewer and a field toolbar.

Use the toolbar on the right side of the document editor to add fields:

1. Select a field type from the toolbar (Signature, Initials, Text, Date, etc.).
2. Click on the document page where you want to place the field.
3. A field placeholder appears that you can drag to reposition and resize.
4. Assign the field to a specific person or role using the field settings panel.
5. Set whether the field is required or optional.

Each field must be assigned to a person or role. When you add people to the relay, they become available for field assignment. You can also assign fields to roles (e.g., "Buyer," "Seller") and map them to specific people when sending.