eDoc Authoring Tools
Prefill Recipient
Under the Recipients drop-down menu, there is an option to select Prefill. Assigning fields to the Prefill recipient will allow firm users to fill in those fields before sending the document to your clients. This is useful if you need to customize your eDoc template depending on the recipient. For example, by marking a File Attachment field as Prefill, you can attach client-specific files to each eDoc.
Note: The Prefill recipient does not have access to the Signature Field or Signer Info Fields authoring tools.
Prefill fields cannot be used when using bulk actions to send eDocs in bulk.
Prefill fields cannot be used when using bulk actions to send eDocs in bulk.
Check Box vs Radio Button
Check boxes allow the recipient to select multiple options. Radio buttons only allow the recipient to make a single selection. When you drag the Radio Button field onto the eDoc, you will be asked how many options you would like to add to the group. Designate the number of selections your client must choose from to ensure that they can only select one. Note that if you change the Radio buttons shape, it will reflected only after the eDoc is completed.
Multiple Recipients
Learn how to add assign fields to multiple recipients here.
Customizing Fields
There are a number of customization actions you can perform on a field after you have added it to your eDoc. To access these options, double right-click on the field or left-click and select Edit. Customization options vary depending on the field type, but these are a few that you may find useful:
Required: Marking a field as required means that the recipient will not be able to submit the eDoc unless they have filled out that field.
Read Only: This option prevents the recipient from editing the field.
Mask Field Data: All characters in a masked field display as asterisks on the completed PDF.
Default Value: Determines what text will populate in the field by default.
Conditions: This allows you to alter the accessibility of a field depending on the selection made in a different field. For a more detailed video on conditional formatting, please follow this link.
To learn more about Adobe's authoring tools, please see here.
Related articles: How to Send an eDoc | How to Upload a Template to Liscio's eDoc Library
Contact Us
Related Articles
How to Send an eDoc
1. Click +Add New. 2. Click eDoc. 3. Choose the Recipient(s) and click OK. Click back in the To field to add additional recipients. Note: eDocs can have multiple signers. This only counts as one document. 4. Choose to have a Signing Order or not. ...How to Send an 8879 with a Form Field Layer
If you have not yet set up a Form Field Layer, you can learn how to do that here: How to Create a Form Field Layer (to Lay Over Reusable Forms). To send an 8879 and apply a Form Field Layer: 1. Click +Add New. 2. Click eDoc. 3. Choose a recipient ...How to Create a Form Field Layer (to Lay Over Reusable Forms)
Form Field Layers are laid on top of forms to add signatures and other fillable fields. They are a great tool for Entity Returns or ACHs. To create a Form Field Layer: 1. Click eDocs. 2. Click Template Library. 3. Click +Add Template to Library. 4. ...How to Send an eDoc With Multiple Signers (8879 with KBA example)
eDocs can be sent to more than one person for signature, for example, a husband and wife. Here's how: 1. Click +Add New. 2. Click eDoc. 3. Click in the To field to add the first recipient. 4. Select a Recipient and an Account. 5. Click OK to add ...Assigning Fields to Two Recipients in eDocs
When you are setting up an eDoc with multiple recipients, you can assign fields to a specific participant. You can also assign the fields to Anyone which means either user can fill them out. To assign a field: 1. Double click on the field to edit. 2. ...