Word Add-in – Insert Signatures
Business Background
Insert signature fields in a document template for your signers to know precisely where to sign.
Titan Solution
- With Titan’s Word add-in, you can add signature fields to documents.
- You can add a signature or initials.
- You can add simple, digitally invisible, or digitally visible signatures.
How to Video
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How to Guide
Prerequisites:
- Make sure that you have installed the Word add-in.
- Sign in to use the Titan Word add-in.
- Open Microsoft Word. The Form Titan tab is added to the Word toolbar if you have installed it successfully.
- Click the Signature button. The Insert Signature screen opens.
You can add one of the following:
- Add a simple signature
- Add a digitally invisible signature
- Add a digitally visible signature
- Add initials
Add a simple signature
- Makes sure that the Signature and the Simple radio buttons are selected. These are the default options.
- Click the Save button.
The signature field is added to the document. You can drag the field smaller if necessary.
Add a digitally invisible signature
- Make sure that the Signature radio button is selected.
- Click the Digital invisible radio button.
- Use the drop-down list to select an object. This is mandatory.
- Type a comment. This is mandatory.
- Use the drop-down list to add a signature comment:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a user role:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a city:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a country name:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a postal code:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a state or province:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
These are not mandatory fields.
- Click the Save button.
The signature field is added to the document.
Add a digitally visible signature
- Make sure that the Signature radio button is selected.
- Click the Digital visible radio button.
- Use the drop-down list to select an object. This is mandatory.
- Type a comment. This is mandatory.
- Use the drop-down list to add a signature comment:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a user role:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a city:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a country name:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a postal code:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a state or province:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a sign line:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a suggested signer:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a suggested signer 2:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Use the drop-down list to add a suggested signer email:
- Static: Type in the field.
- Dynamic: Use the drop-down list to select a field from the object.
- Click the Save button.
The signature field is added to the document. You can drag the field smaller if necessary.
Add initials
- Click the Initials radio button.
- Click the Save button.
The initials field is added to the document. You can drag the field smaller if necessary.