The Custom Form page is comprised of two concepts:
Custom Form Service
PDF Signature Page Service
The Custom Form page is used to assign and track both concepts.
Both are considered add-on services and extra charges may apply.
Assign Employees to Custom Form/PDF
Step 1: Click the button to “Assign Employees to Documents” to begin assignment process
Step 2: Choose your “Process Type” and then the respective form/document depending on your Process Type.
Any (PDF) Company Document can be used in the PDF Signature Page Service.
The Custom Form selection comes from specialized documents that are custom created and authorized on your account for use.
Step 3: Once the document is selected, use the Employee List Builder to select group of employees where the document will be assigned for completion and e-Signatures.
Custom Forms are generally used to represent a PDF form on-screen, capture the input from the user, and then generate a real PDF document with the data output to the document along with capturing e-Signatures.
The PDF Signature Page Service has an option on the Company Document (PDF) to setup a custom message that will be shown to the user who is signing and output an appended page to the PDF document along with the e-Signature.
The user will then see this piece in the process of “signing” the document
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