How to Create and Apply an E-Sign Layout for my Documents

Layouts will remember the exact placement and type of the signature fields on a document. This simplifies reusing the same document package layout for different signers.

This is a bit different than a template. In a template, the signature fields will be assigned to the same signers each time. Click here for more information on templates.

You will need to save a layout before you can apply it to other documents.

 

Saving a Layout

You can save a layout during the Request Signature process once the signature fields have been added. Click here to learn more about creating a document package.

  • Place all your signature fields in the correct places.
  • Scroll down the right-side panel.
  • Click on Save Layout


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  • Enter the Name of your layout.
  • Click on Save to finalize.


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In order for Soda PDF to save this layout, the envelope you are working on will be saved as a draft.
As the envelope is being saved you will see the screen below. Please wait for it to complete.


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  • After it has finished, you will see the notification at the bottom. Your layout is now saved.


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Applying a Layout

You can apply a layout while adding the signature fields at the third step of creating a new envelope. Click here for a full step-by-step guide on creating an envelope.

  • When you are ready to add the signature fields, scroll down the right-side panel.
  • Choose your layout in the dropdown.


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In order for you to apply the layout, the envelope you are working on will be saved as a draft.
As the envelope is being saved you will see the screen below. Please wait for it to complete.


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You will see Signer 1, Signer 2, etc., to differentiate between the signers. You will need to assign the correct signer.

  • Right-click on a signature field.
  • Expand the Signer list.
  • Choose a signer from the list. You can hover your mouse over each signer to get more information on them.

 

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The field(s) related to that signer will update to the one you selected.

If the E-Sign module is not available for you, you can purchase it here.

 

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