Create a Form Filler Template

How to create Form Filler Templates

FormFiller in Action!

With our Form Filler solution you are able to fill in any form and sign it with just your mouse and keyboard. Build customised Form Filler Templates and Send!

Step by Step process on How to build your Templates with Secured Signing Form Filler

New Template

  1. From the Templates tab, click Create New Template to start building your Form Filler Template
FormFiller - New Template

2. Select any approved file from your File Manager and click Create Template to start Tagging

FormFiller - Upload File

Create FormFiller Template

3. Tag the Document with Signature for Signing and Needs to View for viewing the document only, no signature required

FormFiller - Invitee

4. Resize and Position the Signature Box on the Document. Signature Settings for extra features to customise the process as well as adding a Witness Signer.

FormFiller - Signature Settings

5. Click Add Form Field and Select from the List of Form Field options

FormFiller - Add Form Field

Form Field Options

6. The most used Form Field is Text Box. Set the Field Settings accordingly based on the workflow.

  • Set Validation for who will Fill the Field
  • Read Only if you want for the information to be unedited or printed into the Document
  • Select Validation Rule
  • Add Field Length
  • Set Field Label from the Drop Down or Set specific Label
  • Set up Conditional Logic or Formula Field
FormFiller - Text Field

7. Date Picker is another Form Field option available. Field Settings are available for this field as well.

  • Set Validation for who will Fill the Field
  • Set Field Label from the Drop Down or Set specific Label
  • Select Date Format
  • Fill-in Date to get the Invitee to add the date of Signing
  • Set Conditional Logic
FormFiller - Date Picker

8. Drop Down List is a useful field for when you want the invitee to choose an option from a list. Field Settings are available to customise the workflow.

  • Set Validation for who will Fill the Field
  • Read Only if you want for the information to be unedited or printed into the Document
  • Set Field Label from the Drop Down or Set specific Label
  • Choose Drop Down List Type
  • Option to Save and Reuse the List
  • Select workflow Choices
  • Create Option List
  • Set Conditional Logic
FormFiller - Drop Down List

9. Multi Line Text Box is a Text Field for invitees to input longer texts, comments or notes.

  • Set Validation for who will Fill the Field
  • Read Only if you want for the information to be unedited or printed into the Document
  • Set Field Label from the Drop Down or Set specific Label
  • Choose Drop Down List Type
  • Option to Save and Reuse the List
  • Select workflow Choices
  • Create Option List
  • Set Conditional Logic
FormFiller - Multi Line Text Box

10. Other available Form Fields

Check Box to get the Invitee to Select one or more options.

Radio Button allows the Invitee to choose a single option from a set or group of options

File Upload Button to request invitees to upload files during the Filling process

Strikethrough Text to add Strikethrough mark to void or invalidate a section from the Document

Blur a Region to hide sensitive information or section from the Document

Multiple Invitees

11. Templates can have as much Invitees as required. Invitees can be a mix of Signers and Viewers, as well as default Invitees on the process.

Adding an additional invitee can be done during the Tagging, and set a Default Invitee for the Template.

Viewer Branch Manager is a default Invitee: Viewer on the process, whenever the Application Form gets signed, Branch Manager receives an invitation to view the Document as well.

FormFiller - Additional Invitee

12. When there are multiple invitees on the process, Assigned Field option gets added on the Field Settings. It is important to Assign the Field accordingly to who will fill the field based from the list of Invitees on the process.

FormFiller - Field Assignment

Save Template

12. Click Save as Template to finalise the Template’s Workflow

FormFiller - Save Template

13. Set additional Workflow Settings for the Template and click Save

      1. Add or update Template Name as well as Signed Document Name

      2. Export the Data input by the Invitee as CSV on Completion

      3. Get a Link – to generate the signing process as a Link


   Workflow Settings:

      4. Select a pre-built Email Template for Invitation Email or Completion Email

      5. Add Attachments from Document Library

      6. Additional Notification Recipients – Add default notification recipient when the Signing has started, very similar to email CC

      7. Additional Completion Recipients – Send a notification to another person when the Signing has been completed

FormFiller - Workflow Settings

Do you need anything else?