Using Placeholder Signatures

Placeholder Signatures are used in templates to allow you to position full signature or initial signature blocks on your documents. This will allow you to later open the template and simply replace the placeholder text in the To field of the Edit Email Panel and the emails will automatically populate on the corresponding placeholder signature blocks.

To add a Placeholder Signature drag the Placeholder Signature from the Form Toolbar and place it where you wish on your document. Placeholder|1 will now appear as an option in the signature drop down list. You can use this as many times as you like in your document or document package just like you would a regular signature.

When you drop a Placeholder Signature on a document the indicator Placeholder|1 will automatically be added to the TO field in the Edit Email panel. To populate the Placeholders throughout the document just open the Edit Email panel and replace Placeholder|1 with the email address of the person you want to send the agreement to. If you do not replace all placeholders with email addresses, the extra placeholder signature blocks will automatically be removed from the agreement. This allows you to create a template can be used for a different number of signers. Agreement Express will prevent you from sending the document if you do not replace any placeholders.

Note that you can add additional Placeholders (Placeholder|2; Placeholder|3; etc) by clicking the Options button on a signature block, clicking on the Add Placeholder button and then hitting the Save button. There is no limit to the number of Placeholder Signatures you can place in a document. Placeholder Signatures can also be automatically populated using the Mass Upload feature or through the HAPI interface.