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Articles in this section

  • eSignature Walkthrough
  • Basic Questions & Best Practices
  • Document Checklist
  • Creating a New eSignature Template
  • Preparing a Document for Signatures
  • Using Sender Type Textboxes
  • Aligning and Stacking Fields, Grouping Checkboxes, Placing Radio Groups
  • Secondary Signers
  • Countersigning a Document
  • Downloading eSignature Documents
See more

Customizing Your Signature (for Investors)

 

Signature Format Options

Prompted at the time of signing a document, signers will see three different options:

1. Draw it in - This option will allow you to use your mouse to draw a signature.

draw_it_2.png

2. Type it in - This option will allow you to choose a font in which your signature will appear.

Type_it.png

3. Use a photo of your signature - This option will allow you to browse for a photo on your device. 

Add_photo.png

Upon choosing a photo, you'll be given the option to crop, rotate and adjust the contract of the photo.

crop.png

After customizing your signature, you'll be able to select Insert to apply your signature to the eSignature document.

 

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Related articles

  • Preparing a Document for Signatures
  • Basic Questions & Best Practices
  • Secondary Signers
  • Countersigning a Document (Legacy Investor Portal)
  • Manage Profile Notifications

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