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.
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.