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.
- Enter the Name of your layout.
- Click on Save to finalize.
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.
- After it has finished, you will see the notification at the bottom. Your layout is now saved.
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.
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.
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.
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.