Blend Sign supports a variety of fields. Please take a look at the chart below for more details.
Field types and descriptions
| Field Type | Description |
|
Signing Date |
This field is automatically filled with the date when the document was signed. |
|
Signer Name |
This field is automatically filled with the recipient's first and last names. These names are provided when the recipient is added to a transaction. |
|
Signer Title |
This field is automatically filled with the recipient's title. That title is provided when the recipient is added to a transaction. If a title is not provided, this field remains blank and is not visible in the document. If the recipient is a contact, lead, or user in Salesforce, this field will automatically be filled with information stored in Salesforce. |
|
Signer Company |
This field is automatically filled with the name of the recipient's company. That name is provided when the recipient is added to a transaction. If the recipient's company is not provided, this field remains blank and is not visible in the document. If the recipient is a contact, lead, or user in Salesforce, this field will automatically be filled with information stored in Salesforce. |
|
Text Field |
This field is a box in which a recipient can provide additional information at the time of signing. |
|
Text Area |
This field is an area in which text can be entered by recipients, with automatic "text wrap-around". There is a 4000-character limit on text areas. A text area's settings can specify its:
|
|
Checkbox |
This is a field that a recipient can click to display a checkmark (clicking it again removes that checkmark). A checkbox is useful to indicate that the recipient has completed an action. For example, a document may include text such as "Have you applied for a mortgage with another financial institution?" with the text "Yes" or "No". You can include a checkbox to replace the two components needed for "Yes" and "No." |
|
Radio |
Radio buttons enable users to select one of multiple options. Radio buttons can be grouped by associating them with a common group name. Identifying one button as the group default ensures that it will be pre-selected. A radio button's settings can specify its:
|
|
List |
This field enables a recipient to choose one value from a list of options. Only that value will be displayed once a selection is made, reducing the occupied space on the screen. A list's settings can specify its:
|
|
Label |
A transaction sender can add a label field to a document where the text can be embedded. This is a read-only field, with a value that will be stamped on the PDF. The label will not be editable for the signer. |
Note: Each list item needs to be on a separate line.
Signature block settings
Every Signature Block has a menu that can be used to manage the block after it has been added to a document.
- Select Signature Block.
- Click Settings.
The menu lists the following options:
a. Field Name: Allows you to enter a descriptive name for the Signature Block.
b. Recipient enables you to change the recipient associated with the block.
c. Signature Type enables you to change the block's type.
Signature block types
Blend Sign has four types of Signature Blocks:
- Click-to-Sign: This is the default type. To sign this type, a recipient simply clicks the block. The recipient's name is then stamped on the block.
- Click-to-Initial: To sign this type, a recipient simply clicks the block. The recipient's initials are then stamped on the block.
- Capture Signature: To sign this type, a recipient clicks the block, and draws their signature. The drawing is then stamped on the block.
- Mobile Capture: To sign this type, a recipient writes their signature in a mobile browser using their fingertip or a stylus. This signature type must be enabled at the account level.
- Is optional: Optional Signatures permit a signer to complete a transaction without signing all of their signatures inside the transaction's documents. Any signature type can be flagged as "optional" provided this feature is enabled for your account.
Note: The above options are only available when creating a Custom eSign Follow-up from within the Lender Portal. If Blend Sign is used in other areas, e.g. Disclosure, only the Click-to-Sign option is available.
Field menu
Every field box includes a menu that can be used to manage the field after it has been added to a document. To access this menu, select the field, and then click Settings.
The Field Menu lists the following options:
- Type - enables you to change the field's type.
- Remove - deletes the field from the document.
- Settings - is an option that is available only for the following field types:
- Text Field or Text Area: You can edit the Name, Default Value, Is Required, and Maximum Length settings.
- Checkbox: You can edit the Name, Default Value, and Is Required settings.
- Radio: You can edit the Name, Default Value, and Radio Group settings.
- List: You can edit the Name, Default Value, and List settings.