In this digital age, seamlessly managing document workflows is crucial. Authentisign, a leading e-signature platform, empowers you to streamline your operations by automating essential document processes. One highly valuable feature of Authentisign is the ability to create Recipient Fill Out boxes. These boxes allow recipients to fill out specific information fields within a document electronically, eliminating the need for manual data entry and reducing the risk of errors. By harnessing the power of Authentisign’s Recipient Fill Out boxes, you can significantly enhance the efficiency and accuracy of your document workflow.
Creating Recipient Fill Out boxes with Authentisign is a straightforward process. Simply drag and drop the desired form fields onto the document, such as text boxes, checkboxes, or drop-down menus. You can customize each field to meet your specific requirements, including defining data validation rules to ensure the accuracy of the information entered. Additionally, you can set up conditional rules to trigger the appearance or disappearance of certain fields based on the recipient’s responses. This level of customization empowers you to create tailored document experiences that cater to your unique business needs.
Beyond their ease of use and customization, Recipient Fill Out boxes offer several key benefits. They eliminate the need for recipients to download and print documents, reducing the environmental impact and saving time. Moreover, since the data is captured electronically, it can be easily integrated into your existing systems, enabling seamless data transfer and analysis. By incorporating Recipient Fill Out boxes into your workflow, you can streamline your document processes, improve accuracy, and enhance the overall efficiency of your operations.
Step 8: Set Validation Rules
a. Regular Expressions
Use regular expressions to define complex validation rules. Regular expressions are a powerful tool for validating user input, allowing you to specify custom patterns that must be matched. For example, you can use regular expressions to ensure that a recipient’s phone number is in the correct format, contains a specific area code, or matches a specific phone carrier.
b. Multiple-Choice Rules
Create multiple-choice validation rules to restrict the options available to recipients. This is useful for ensuring that recipients select a valid response from a predefined list. For example, you can create a multiple-choice rule to limit the options for a recipient’s job title to a specific set of choices.
c. Range Limits
Set range limits to define the acceptable range of values for a recipient field. This is useful for ensuring that recipients enter values within a specific range. For example, you can create a range limit rule to ensure that a recipient’s age is between 18 and 65 years old.
d. Required Fields
Mark fields as required to ensure that recipients fill them out. This is useful for ensuring that recipients provide essential information. For example, you can mark a recipient’s email address and phone number as required fields.
e. Conditional Validation
Create conditional validation rules to define custom validation conditions based on other recipient field values. This is useful for creating complex validation scenarios. For example, you can create a conditional validation rule to ensure that a recipient’s phone number is only required if they select a specific job title.
f. Validation Error Messages
Customize validation error messages to provide clear feedback to recipients when their input is invalid. This is useful for helping recipients correct errors and complete the form successfully. For example, you can create a custom error message to indicate that a recipient’s phone number is not in the correct format.
Step 10: Integrate Box into Authentisign Workflow
### Step 9: Add Box Integration Connection
In addition to the general Authentisign integration steps outlined in the previous section, specific configuration is required to integrate Box into the workflow:
- Login to your Box account and create a new App.
- Configure the App’s settings:
- Name: Give the App a recognizable name.
- App Access: Select “User Access Only.”
- Permissions: Grant the App access to various Box operations, including viewing and modifying files and folders.
- Obtain the App’s Client ID and Client Secret.
- In the Authentisign portal, navigate to the “Integrations” section and select “Box.”
- Enter the Client ID and Client Secret in the provided fields.
- Click “Save Integration.”
- Authorize Authentisign to access your Box account by following the on-screen instructions.
- Upon successful authorization, Authentisign will have the ability to manage Box files and folders as part of document workflows.
### Configuring Box Integration in Workflow Templates
Once the Box integration is configured, you can leverage it within Authentisign workflow templates to automate file handling:
| Action | Description |
|---|---|
| Retrieve Files from Box | Enables fetching specific files from Box to be included in a document package. |
| Upload Files to Box | Allows uploading documents to specified folders in Box after the workflow is complete. |
| Create New Folder in Box | Creates a new folder in Box to store uploaded documents. |
How To Create Recipient Fill Out Box Using Authentisign
Creating a recipient fill out box using Authentisign is a simple process. Here are the steps:
- Log in to your Authentisign account.
- Click on the “Documents” tab.
- Click on the “Create” button.
- Select the document you want to add the fill out box to.
- Click on the “Add Fill Out Box” button.
- Drag and drop the fill out box to the desired location on the document.
- Enter the desired text for the fill out box.
- Click on the “Save” button.
The recipient will be able to fill out the box when they sign the document.
People Also Ask
How do I add a recipient to a fill out box?
To add a recipient to a fill out box, click on the “Add Recipient” button. Enter the recipient’s email address and name. You can also specify the role of the recipient. For example, you can make the recipient a signer, approver, or witness.
How do I make a fill out box required?
To make a fill out box required, click on the “Required” checkbox. This will ensure that the recipient must fill out the box before they can sign the document.
