Pre-Filled Values will allow you to automatically add your customers information into a document. However you may have instances where a Pre-Fill Value is not available for a specific field you would like to add to your document.
In this case you can manually add it to your document or template.
To see if a Pre-Fill value is available for a specific field follow these steps.
If it is now manually add a field follow the steps below.
Adding a Field to a Document
1. In Aerialytic open the proposal and scroll to the Document for Signature section and click 'Request Signature'.
2. Select the Filter Documents dropdown on the right hand side of the pop-up module and choose 'All Documents'.
3. Click into the Documents folder, and click the Review button on the right hand side. From here, SignNow will open with the document.
4. The Document will open in SignNow. On the top left hand side in SignNow select the text icon [], click your mousse over the area on the document where you would like to add the information and type in the information.
5. On the top right of SignNow click 'Save and Close'.
6. After you click 'Save and Close' the Aerialytic proposal will open. Scroll down to the Request for Signature section (usually on the bottom), click 'Request Signature'.
7. From there, select the 'All Documents' from the Filter Documents dropdown and click into the relevant folder (Documents).
8. From there you can click the review button again to ensure the field has been added. This will prompt SignNow to open in a new window.
9. Once you've confirmed go back to the proposal tab. On the pop-up module click '+' on the left hand side of the document.
10. Click 'Prepare' and proceed with entering and sending the document.
Adding a Field to a Template
1. In Aerialytic open the proposal and scroll to the Document for Signature section and click 'Request Signature'.
2. Click the 'Templates' folder.
3. On the Filter Documents dropdown on the right hand side of the pop-up module choose 'All Documents'.
3. Click the Review button on the right hand side of the template you would like to manually add a field to. From here, SignNow will open with the document.
4. In SigNow, on the top left hand side select the text icon [], click your mousse over the area on the document where you would like to add the information and type it in.
5. IMPORTANT: Update the name of the document in Sign Now on the top left hand side. This is important because when you update a template you are creating a new document that will be listed under your Documents folder.
6. On the top right of SignNow click 'Save and Close'.
7. After you click 'Save and Close' the Aerialytic proposal will open. Scroll down to the Request for Signature section (usually on the bottom), click 'Request Signature'. Click into the Documen folder (this is where your new document will be), click the '+' on the left hand side, click prepare, and proceed with sending the updated document.
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Here is also a video walkthrough:
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SignNow: Sending Documents for Signature