Once you have your document ready and loaded in to the Form Filler designer you have many options for creating and customising your form. You can add Signatures blocks where the Invitee/s will sign and choose from many fields that the primary Invitee will fill such as Name, Address, Company, Date and many more. For some of the fields the service will automatically fill in the details , such as Name, and allow the Invitee to quickly check all details are correct.

To Add a Signature block click the Add Sig button on the left-hand side of the designer.

To Add Form Filler Fields make sure you have the Add Form Filler Fields menu open on the right-hand side and click on any of the field-types in the list. A field-block with some preview text inside will appear on your document which you can position and resize to where the Invitee will enter the details.

To reposition any field or signature block simply use the mouse to drag and drop anywhere on the document.

To resize any field or signature block click and drag on the yellow handles or the very edge of the block.

Change the font size to match your document by selecting a value from the font size drop-down list on the left-hand side of the designer.

Tip: Click on a signature or field to highlight it then use the keyboard arrow keys to nudge the block up, down, left or right. Hold down shift and use the arrow keys to move the block 10 units at a time.

If you find your document too small to read and difficult to accurately position then you can zoom the document by clicking the zoom button on the left-hand side of the designer. A popup window will appear with a much larger view. To add, move and resize signature blocks and fields simply drag, drop and use the yellow handles as demonstrated in step 2.

If you are happy with the changes to your document click Save & Close or if you're not happy and want to discard all your changes since you opened the zoom window click close.

To accurately position fields much easier you can line up a grid on your document so that when you drag the fields around they will 'snap' to the grid.

To turn the grid on or off toggle the grid helper button on the left-hand side. To adjust the grid to fit your document you have two options:

Increase / Decrease grid size: Click and drag on the left-most slider on the left-hand side of the designer until the grid rulers are the same size as the line-height of your document.

Line up the grid with the text: Click and drag on the right-most slider on the left-hand side of the designer until the horizontal grid rulers are sitting just underneath the lines of text in your document.

Now you can add controls that will fit to the text of your document and will snap to the gridlines when you move them around. Using the grid-lines helper is an excellent way to keep all your fields inline and tidy on the page.
NB// Grid lines will not be visible to the Invitee.

Before sending the document you have the option to view a preview of how the final document should look. Generally this feature is good for confirming the final layout, making sure there's no overlapping text and signatures are clearly visible.

To preview how your final, signed document will look (with sample data), click the preview button on the left-hand side of the designer.

Once you are ready to send the document, continue to the next step by clicking the next button. Before sending the document you will be given the option to save your form as a template so you can use it over and over again without having to go through the setup process each time.

To save a copy of the form as a template type the name you'd like to save it as and click Save/Update or to continue sending the form without saving a template click the Skip button.

NB// To create a new form from one of your templates simply open the 'Your Library' menu within the Form Filler designer and select a previously saved template.

Before configuring the workflow we'll first need to set all Signature settings. For each signature on your document you will be prompted for Invitee details (who will be invited to sign). You can also specify Signature format, capture format, default features and choose extra features such as a Witness.

Type / choose details and click Ok to continue to the signing workflow.

If you have more than one Invitee on your form then whoever is highest on the list will be the one to fill out the form. To change signing order click on the up and down arrows next to the Invitee email address on the list.

To edit Invitee details such as E-mail, name etc. click edit on the Invitee record in the list.

To preview the E-mail that will be sent and / or customise a message for your invitee click Modify/View.

To Remove an Invitee click Remove.

When you're happy with the workflow click Send to send out all invitations. You can monitor signing progress from your In Progress folder on your My Documents page. Once the Form has been filled in and the document signed then it will be moved to your Signed folder and you will be notified by E-mail.