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Power User Tip: Signer Help Text

By: Unknown / Tuesday, November 13, 2012

Do you have explicit instructions for your signers on how to complete your electronic signature documents? You might not be aware that RightSignature already contains the perfect tool to help them fill out each document correctly on the first try: Signer Help Text.

Signer help text messages are short instructions you can associate with any RightSignature text field, checkbox, or signature box. When the signer hovers their mouse over that field, your custom message will appear to help them complete your document correctly. Here’s how to add signer help text to your next electronic signature document or template.
  1. Login to RightSignature and choose to send a new document or create a new reusable template.
  2. On the document creation screen, click the “Text” box from the Tools menu and drag it onto your document, where you would like to place your drop-down menu.
  3. In the Options menu that pops up, click on the “Extras” tab.
  4. In the “Signer guidance help text” section, type out the message you would like your signer to see.
  5. Click Save.

Once you send the document, the signer will see your pop-up help text when they hover the mouse over that text field, giving clear and simple instructions to help your document signing go as smoothly as possible.


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