Auto-initials save time and streamline document signing by automatically placing initial fields across pages or documents within a Document Pack. Signers can initial once and have it appear in all required locations, while still reviewing every field before finalising.
Requirements
Supported document formats: PDF, Word, Excel, PowerPoint
Document contains pages where initials are required
Signers must be assigned to the initial fields
Instructions
Insert initial fields on the first page
Add an Initial field where each signer needs to initial.
Assign each field to the correct signer.
For multiple signers, place separate initial fields for each signer.
Repeat across pages
On the field menu, select Repeat across pages to replicate the initial block in the same position on all subsequent pages.
Scroll through the document to ensure the field does not cover any text.
Enable single-click initials/signatures for signers
Open Document Settings.
Tick Signers can click once to insert initials/signatures on all pages.
This allows signers to initial once instead of clicking on every page.
Expected Outcome
Initial fields are automatically applied across all pages or documents in a pack. Signers can initial once, and the initials populate in all assigned locations, ensuring accuracy and efficiency while maintaining visibility of every field before finalisation.
FAQs
Can multiple signers use Auto-initials on the same document?
Yes. Each signer should have their own initial field assigned on the first page.
Will the initials overwrite existing text?
No. You should check the field placement when repeating across pages to ensure it does not cover any content. The following warning message will appear:
Does Auto-initial work across multiple documents in a pack?
Yes. Initials can carry across all documents in a Document Pack if the fields are set up accordingly.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]
Auto-initial allows you to set up a document such that:
You don't have to manually set up the 'Initial' field on every page of a long document.
Your signers don't have to click on every page of a long document to insert their initial.
To setup Auto-initial:
Insert an 'Initial' field on the first page where you would like your signer to initial - make sure you assign it to a signer.
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.
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.
Scroll through the document to ensure that your chosen location does not cover any text on the subsequent pages.
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'.
