Auto-initial

Auto-initial allows you to set up a document such that:

  1. You don't have to manually set up the 'Initial' field on every page of a long document.
  2. Your signers don't have to click on every page of a long document to insert their initial.

To setup Auto-initial:

  1. Insert an 'Initial' field on the first page where you would like your signer to initial - make sure you assign it to a signer. 
    1. Where more than one signer needs to initial the document, place the corresponding number of initial fields on the first page and assign them to each signer.
  2. On the field menu that appears, click 'Repeat across pages' to insert the initial block in the same place on the rest of the document.
    1. Scroll through the document to ensure that your chosen location does not cover any text on the subsequent pages.
  3. To avoid your signers having to click on every page to insert their initial, go to 'Document settings' and tick 'Signers can click once to insert initials on all pages'.

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