The Editor Experience from HelloSign ensures preparing documents for signature is an intuitive and delightful experience. With the editor, you will spend less time preparing documents so you can get your most important documents signed faster.
Within the editor, users are able to use different types of signer fields: text boxes, checkboxes, initial fields, dropdown menus**, radio buttons**, sign date and signature. Below we'll navigate through the editor.
To place any signer field on a document, simply click on any of the choices in the fields section to the lefthand side of the editor. Once the field has been selected, click on the document where the field needs to be placed. Dragging the field once it's been placed is also an option to adjust exactly where it needs to be.
Once the field is in the proper place, users can then select who they'd like to assign the field to, what font you'd like to select for the field, if a written field, font size and if you'd like to add a Field Name to the field from the menu which populates on the righthand side of the editor. Adding a Field Name allows you to enter in a word or phrase to let signers know what needs to go in the text box.
As you move through the editing process, you're able to see a thumbnail view of all the pages within your request on the righthand side menu.
When editing is completed, click on continue in the upper righthand corner.
Enabling the new editor will depend on your role and your plan. Most admins will be able to switch your teams to the new editor within your 'Team' tab within 'Settings', otherwise it will be under the 'API' tab. All developers will be able to go to the 'API' tab within 'Settings'.
**Please note: Only available on Enterprise Plus Plans