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.