Included Below

Document Creation

1. Finalize your form or template form in Word. Once you have uploaded your form, you cannot edit the page lay-out; you can only "program" the fields you need to be filled in by the recipient. You must therefore finalize your form first, while it is in Word.
   
   
2. Once your form is ready, upload it into SignNow by opening SignNow under Add-Ons -> Documents, and then dragging your Word document onto the SignNow screen. All uploaded documents will initially appear in the Documents folder in SignNow.
   
   
3. Once your form is in your Documents folder in SignNow, select it so that it opens in SignNow.
   
   
4. Set up the Signers with any necessary routing. If the document needs to be handled by more than one recipient, you can set up multiple Signers and you can specify if the document is to go to all the Signers at the same time, or if one party needs to sign off before the other party receives the document. You can set up such a hierarchy of Signers by grouping them appropriately.
   
   
5. Once your Signers are defined, each field you designate to be completed on your form is assigned to a specific Signer. Each Signer is color coded, so you can easily tell which field is assigned to which Signer.
   
   
6. As you program each field that your Signers must complete, the input configurations let you specify if the field is mandatory, along with other details as appropriate to each field type.
   
   
7. Once all the fields that your Signers must complete have been configured, select Done to save your document.

Credit Card Protection

1. When you create a document or template that asks the Signer to submit a credit card number, the document can no longer be downloaded, emailed or merged. In order to access any document that contains a credit card number, the sender must log into SignNow and view the form within SignNow.
   
   
2. To add a credit card field to a document or template, create a Text input field and select Validation Type 'Credit Card Number'. It is the inclusion of this specific field type that disables downloading, emailing and merging the document.
   
   
3. Note that credit card numbers must be entered including dashes. For example: 4111-1111-1111-1111

Hyperlinks

There are two options to include a hyperlink within a document:

1. If you are using a document, and not a template, you can select the Settings cog wheel located to the left of the 'Done' button, and select 'Redirect After Signing' and then enter a web address.
   
   This will cause the Signer to be sent directly to that webpage as soon as they have signed your document and selected 'Done'.
   
   As the system does not announce the redirect, it is important that your form contains a clear explanation that this will happen and what action is expected from the Signer once they reach the new address.
   
   Note that using this method, the Signer is only re-directed to the webpage once, immediately upon Signing and selecting 'Done'.
   
   
   
2. Another method is to insert a Hyperlink Field into your document.
   
   This enables you to label the link as you wish.
   
   This method is also re-usable, meaning that once the Signer has signed the document and selected 'Done', they can re-open the document after it has been signed, and still access the hyperlink.
   
   Note that they cannot do this if the document also contains a text field with credit card number validation. As a single document is normally used to EITHER collect a credit card number OR to redirect the signer to b4easypost, the two functions are normally exclusive.