Navigating through initials and signature placeholders

After logging in to emSigner, the internal user is taken to the document viewing screen. At this stage, the user can review the document content at their own pace before performing any signing actions.

Reaching Signature and Initial Locations

• The user may scroll through the document manually to locate initials or signature areas, or

• Use the Next button for guided navigation.

• If there are multiple initials or signature placeholders, even across multiple pages, clicking Next automatically jumps the user from one pending placeholder to the next.

• This allows users to move sequentially through all required signing actions without manually searching across pages.

Visual Identification of Placeholders

• All required Initials and Signature placeholders are visually highlighted on the document.

• These indicators clearly show where action is required and which placeholders are still pending.

Applying Initials

When the user clicks on an Initials placeholder:

• The Generate Initials window opens.

• The user can choose from:

  • Sample Initials (auto-generated styles)

  • Draw (hand-drawn initials)

  • Upload (image upload)

• The initials text can be entered or adjusted.

• Clicking Apply or Apply and Preview places the initials on the document and shows a preview.

Applying a Signature

When the user clicks on a Signature placeholder:

• The Generate Signature Settings window opens.

• The user selects the Mode of Signature (for example, eSignature).

• Available options include:

  • Sample Signatures

  • Draw

  • Upload

  • My Signatures (if previously saved)

• After selecting a style, the user clicks Apply and Preview to place and review the signature.

Preview and Finalization

• Applied initials and signatures are immediately reflected on the document, allowing the user to visually confirm their appearance and placement.

• After applying initials or signatures, the user can:

  • Continue using Next to navigate to the next pending signature or initial placeholder, or

  • Proceed to fill other required fields or components (such as text fields, checkboxes, or radio buttons), if configured in the document.

• If the envelope contains multiple documents, the user must review each document individually