How to add date and text to e-sign in Apptivo?

Updated on March 23, 2020 05:15AM by Admin

Once a document is sent for signatures, the clients might require to add additional information or the date of the signature to the document. To simplify your work, Apptivo has added Date and a Text tab to your document.

You can create e-sign by following the steps mentioned here.

  • You can drag and drop the icon to add text or date to the document.

For Instance: Let us consider sending an estimate for e-sign from Estimates App.

  • Once you receive an email for signature, click Review and Sign to view the PDF.
Review and Sign

  • You will be redirected to the Estimate page. Here you can add the date and text to the document.
Date and Time

  • On dragging and dropping the date feature, you can add a date to your estimate. You can modify the date from the calendar by clicking the date added to your estimate.

  • On dragging and dropping the text feature, you can add text to your estimate. Click on the dropped text field to edit the value.